Meeyeon Park & Mark R – CFI Education – Effective Communication for Client Facing Advisors

Description

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Meeyeon Park & Mark R – CFI Education – Effective Communication for Client Facing Advisors

Effective Communication for Client Facing Advisors
Communicate with greater confidence and clarity to create strong, trusting client-advisor relationships. – Understand what method of communication will best serve your client for every interaction. – Increase your understanding and awareness of professionalism, respect, and emotional intelligence, to master presenting your best self in every client-facing scenario. – Reduce the risk of reacting to clients in any way

Overview
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 their preferences
• 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.

What you’ll learn

Introduction
Course Introduction
Learning Objectives
Effective Communication Overview
Downloadable File

Methods of Communication
What Ways to Communicate and When
Interactive Exercise 1
Determining Communication Methods
Professionalism and Respect
Emotional Intelligence Part 1
Emotional Intelligence Part 2

Challenging Conversations
Challenging Conversations Overview
Drivers of Client Concerns
ARC Framework

Challenging Client Situations
Scenarios Overview
Scenario One Introduction
Scenario One
Scenario One Debrief
Scenario One Resolution
Scenario Two Introduction
Scenario Two
Scenario Two Debrief
Scenario Two Resolution
Scenario Three Introduction
Scenario Three
Scenario Three Debrief
Scenario Three Resolution
Scenario Four Introduction
Scenario Four
Scenario Four Debrief
Scenario Four Resolution

Course Summary
Course Summary

Qualified Assessment
Qualified Assessment

What our students say

Fun and Engaging
Fun, informative and engaging.
Tharindu Nalaka

Amazing
Courses are very helpful
Believe Zinedine Chimuka

Frequently Asked Questions:

1. Innovative Business Model:
   • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
2. The Legal Landscape: Yes and No:
   • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
3. Quality Assurance: Unveiling the Real Deal:
   • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
     • No coaching calls or scheduled sessions with the author.
     • No access to the author’s private Facebook group or web portal.
     • No entry to the author’s exclusive membership forum.
     • No direct email support from the author or their team.

   We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.

Refund is acceptable:

• Firstly, item is not as explained
• Secondly, Item do not work the way it should.
• Thirdly, and most importantly, support extension can not be used.

Thank you for choosing us! We’re so happy that you feel comfortable enough with us to forward your business here.