Communicating to build relationships that withstand testing market conditions should be central to what wealth managers do yet, few are trained in such essential skills as building trust and establishing rapport. 

The true cost of the default strategy of learning how not to do it was seen in the industry's loss of trusted advisor status during the recent downturn, a loss arising from circumstances completely outside its control.

Communication and relationship building are skills which may be taught, and practiced by anyone.

Through its three bespoke communication programmes,

• Communication Skills to Build Trust and Rapport
• Communicate and Succeed
• The Executive Team Alignment Programme

Playing Hamlet trains wealth managers in the essential communication skills that create loyal clients.

Programme benefits:

• Increased confidence
• Listening skill: the ability to listen for clients' and colleagues' underlying concerns
• Ability to build trust and create rapport swiftly
• The capacity to manage and benefit from potentially difficult conversations
• Personal ease and confidence in talking in front of groups of clients or colleagues.

  

Course director, Christopher Jones-Warner, Chartered FCSI, delivers the Chartered Institute for Securities & Investment's "Mastering Communication with Clients and Colleagues" workshop series as well as chairing many CPD conferences and seminars.

He has a background in private client wealth management and has been communicating financial information since 1989. He is currently chairman of the CISI's Wealth Management Forum.

 

To design a bespoke communication programme for your firm contact him on cjw@playinghamlet.com or call him on 07950 036255 .