First Appointment Interview Techniques for Different Clients
When meeting clients for the first time, it is critical to get the conversation right from the start. In this session, Wayne Lear CFP® (with over 25 years client experience) and Helen Parker (currently undertaking a PhD in Emotional Intelligence for Financial Planners) will share with you their techniques, words and approaches to:
If you have come across some difficult situations you would like explore, please send them to us so we can tackle them in the session for you. Email to: firstname.lastname@example.org
Helen and Wayne have been described as the “missing link” in relationship training specifically for financial planners. We hope you can join us online for this unique and highly relevant session.
Earn 1.25 CPD points
How does it work?
Recordings can be viewed twice. You can fast forward, rewind or pause the playback at anytime. If you stop playback this will count as a view.
Online you get to know your students' minds not just their faces.
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