The Five Essential Skills of an Exceptional Planner

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Main
10/15/2016
8:40 AM - 9:30 AM
Lisa will present an overview and some practice of the skills needed to create greater trust, deeper relationships and more effective relationships with clients. Skills covered during her session include:


  • The New financial planning engagement vs. the traditional

  • Authenticity

  • Deep listening

  • Empathy

  • Non-judgement

  • Curiosity

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