Core Communication Techniques for Advisors
This Journal of Financial Planning article gathers in one place five fundamental communication skills needed by all levels of financial advisors. These skills are part of the “foundational” abilities necessary for all client interactions as described in the article “Client Relationships and Family Dynamics: Competencies and Services Necessary for Truly Integrated Wealth Management,” Journal of Wealth Management, Summer, 2010.
Posted in Advisor Skills & Perspectives, Resources
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Dr. Grubman is no longer accepting new consulting engagements with clients. He welcomes correspondence from individuals, advisors, and colleagues exploring the ideas in his books, publications, and presentations.