A Senior Financial Planner is delivering a virtual seminar, to which s/he has invited existing clients. Consider
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- A Senior Financial Planner is delivering a virtual seminar, to which s/he has invited existing clients. Consider how the financial planner might employ their interpersonal skills to respond to some tough questions.
- A 65 year old client asks; "How will you communicate with us, to keep us updated on the markets, conduct our financial plan review, and so on; without in-person meetings?"
- Please Describe 3 communication methods financial planners could use and the Interpersonal skills necessary to utilize. An elaborative response will really help. Please include the sites and reference. Thank you very much.
Related Book For
Campbell Biology
ISBN: 978-0321775658
10th edition
Authors: Jane B. Reece, Lisa A. Urry, Michael L. Cain, Steven A. Wasserman, Peter V. Minorsky, Robert B. Jackson
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