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Lisa Kirchenbauer: Do you have the 5 Essential Skills needed to support a business owner in transition?

  • July 28, 2020 4:30 PM
    Reply # 9131174 on 3401418
    Cody Cairns

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  • June 23, 2015 9:09 PM
    Message # 3401418
    XPX Content (Administrator)

    Hi all.  I recently spoke at the national Financial Planning Association conference in Seattle and shared these skills.  Although they were focused on financial planners, I believe they are essential for all advisors working with clients.  Technical skills are important too, but without the critical communication and relationship skills your advice may fall on deaf ears leading to "non-adherence"- the client doesn't do what you recommend.  Ever happened to you?  If so, then check out this article and let me know what you think!

    https://www.onefpa.org/journal/Pages/SEP14-The-5-Essential-Skills-of-an-Exceptional-Financial-Planner.aspx


    If you want to learn how to use these skills or train your team (yes, they are trainable) to use these skills- let me know.

    Cheers!

    Originally posted by Lisa Kirchenbauer on October 31, 2014 at 11:12am

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