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

Session format and pricing

Live online session

90 minutes

Follow-up checklist

Don't miss out

Spaces are limited, so click below to reserve your place today

How to communicate effectively in a virtual world

Select the date that's convenient for you

Tuesday 25th August: 11am – 12.30pm (BST) – Full

Thursday 3rd September: 11am – 12.30pm (BST)

Wednesday 9th September: 2pm – 3.30pm (BST)

For more dates or group bookings, please email philipc@appliedef.com

Get in touch

Please get in touch using the form below.