The problem we have as wealth managers is that our professional training fails to address the one aspect of our work that is central to all we do: building relationships.
Designed specifically for wealth managers, this in-house, half-day, interactive workshop, develops the communication skills that enable managers to build trust and create rapport with colleagues and clients.
Course benefits:
- Increased confidence in talking with clients, in meetings, and in presenting. Also helpful for younger wealth managers who can feel they lack gravitas
- Tools to build trust and create rapport swiftly
- The ability to listen for clients' and colleagues underlying concerns
- The capacity to manage potentially difficult conversations and benefit from them
- The ability to create opportunities in client meetings, informal conversations, and in team meetings.
How it works
The Communication Skills to Build Trust and Rapport course comprises a sequence of interactive conversations and exercises that are fun but with a serious intent. The course explores how people communicate with each other, looking at how their mouths can be saying "We offer a personal service" while their bodies communicate simultaneously "But not with you". We practice foundational communication skills and look at how these can be applied in a wealth management setting.
Participants will develop their ability to consciously manage their thoughts and emotions, skills that are critical to connecting with the people around them. They will practice powerful ways to communicate and to deliver information, and get individual coaching and feedback on how it is being received.
The course is designed to meet individual needs and will identify and challenge any liimiting assumptions that are being carried. Participants leave the workshop with increased confidence and the ability to work from a more effective model of communication, enabling them to build trust swiftly, and create relationships that last.
Participants get:
- A pre-workshop one-on-one telephone conversation to talk them through what they would like to get from the course
- The half-day workshop during which they will discover and practice the communication skills that are fundamental to sound business relationships
- Comprehensive notes with supplementary information and references for further study
- A post-workshop personal feedback report highlighting their strengths and where and how they can improve
- A post-workshop one-on-one telephone/Skype conversation to review their progress with their new communication techniques
This course is for those who:
- Manage clients and prospects
- Direct or manage a large team
- Manage projects or people
- Are directors or senior managers
- Promote analysis or compliance
To design a bespoke "Communication Skills to Build Trust and Rapport" for your firm contact Christopher Jones-Warner on cjw@playinghamlet.com or call him on 07950036255.