Boost Your Etiquette IQ

July 26, 2018

Recording | Presentation material

Your clients are humans, not numbers. Taking the time to carefully listen to their needs and concerns will help you collect important information that will keep their best interest in mind during the financial planning engagement. Cultivating a professional code of conduct and honing your etiquette skills will help you take these client relationships to the next level.

Join us for an interactive hour where a leading protocol consultant will share etiquette essentials focused on manners, tact, and leadership savvy for the 21st Century.