Counselling skills for investment advisers

Joanne Earl | Macquarie University | 20 February 2020

Working with clients takes more than just modelling financial outcomes. Better results are gained when investment advisers really understand their clients and truly connect with them. This workshop provides training in key counselling techniques and skills such as: reflective listening; managing resistance; and, empathic responding. You will learn how to apply counselling skills, incorporating a ra...

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