FPA Connect:The 5 Essentials Skills of an Exceptional Advisor™

Most planners and advisors seek to have deeper relationships, build greater trust and have more effective relationships with their clients.  “The 5 Essential Skills™” presentation and training program came out of years of observation, experience and mentoring and training with other planners.  This webinar will explain why these skills are critical in today’s client relationships, while also providing some understanding and exposure as to how to implement these skills in everyday client interactions.

Presenter: Lisa Kirchenbauer