March 27 2019 - FPA Webinar - Journal in the Round: Uncovering Success with Clients
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3/27/2019
When: March 27, 2019
2 to 3:00 pm ET
Where: United States

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FPA Webinar: Journal in the Round: Uncovering Success with Clients through Enhanced Listening and Way-of-Being

 


The complexity of human interaction can disrupt financial planners’ client communications and/or relationships because each person communicates within a context of their individual experiences and emotions. The contributors of March's Journal of Financial Planning, Dr. Stephen C. Brody and Barbara Kay, will discuss listening styles and tools, the OAR (Observer, Actions, Results) principle, collaboration and problem-solving techniques, and other client communication tips to help guide financial planners through difficult client conversations, and create meaningful client relationships that gain positive results. It will include an audience Q and A, and be moderated by Kieran Rooney, CFP.
 

 

Credit Information: CFP CE: 1.00

Event Information

Start Time: March 27, 2019 2:00 PM Eastern

Estimated Length: 1 hour

FPA Member Price: Free
Non-Member Price: $49.00

 

Click here for more information and to register. 

 

 

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