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Interactive training session:
Effective virtual communication with clients and prospects
Overcome the challenges that COVID-19 has placed on your ability to effectively communicate with clients and prospects.
Advisers and wealth managers have been forced to use phone and video channels. But this makes building rapport and empathy difficult as we have fewer communication tools available.
This 90 minute live coaching session helps advisers and managers leverage online communication effectively. It will improve how you engage with prospective and current clients.
Who's this session for?
Financial advisers, wealth managers and private bankers
Professionals wanting to enhance their skills and confidence in online communication
What you'll learn:
The common mistakes people make when using video conferencing and phone
How to get the most out of virtual channels when face-to-face interaction isn't an option
How to effectively build rapport and demonstrate empathy
“Philip’s training session was really valuable. He delivered advice in a practical way with solid theory to support his points. His training style is easy to listen to and the information is very relatable. Thank you again. I am sure this will help us support clients in these difficult times”
James BallingerHead of Advisory, Moneyfarm