Effective Communication for Client Facing Advisors
Financial planning and wealth management is an industry where the average are separated from the exceptional
by their mastery of effective communication skills.
Being a successful advisor
is a long-term game. Developing the skills to connect with and deeply
understand clients will allow you to form trusting, long-term client
relationships that successful practices are built on. While learning effective
communication skills requires more open-ended discussion and less procedural
instruction, it is just as important as financial statement analysis if you
want to be a successful advisor.
Effective Communication Learning Objectives
Upon completing this course, you will be able to:
- Understand how to be intentional and determine what method of
communication is best for each client interaction, however brief or long
- Tailor your communication style to the needs of specific clients and respect
- Identify different ways to approach challenging client situations, and
apply a structured approach to effectively communicating your message
Who Should Take This Course?
Financial planners and wealth advisors
are client-facing roles that require a mastery of effective communication
skills to realize long-term career success. All advisors will have a common
level of technical knowledge that is proven by a required professional
designation; differentiate yourself by mastering your non-technical skills.