Client Communication and Education in the Wealth Management Process

Course Writer
Oliver Publishing

Course Description
Financial advisors must be good communicators. they must be able to both hear the message their clients are giving and deliver their message to clients.

This course covers the process of communicating including effective listening and effective speaking, acknowledgement of the impact of language and culture, awareness of gender issues, non-verbal communication, different ways to communicate in writing, and assessment of your personal communication style.

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License or Certification