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FPA Connect: Effective Client Communication Starts with a Simple Question
Webinar / Online Meeting Online Meeting1 CEU for AFCPE® Professionals Open to AFCPE & FPA Members This webinar will introduce a financial planner's view of integrating coaching skills in comprehensive financial planning. During this session three experienced financial professionals will share their perspectives on using coaching skills to enhance their services and client interactions. We will discuss the "what, why and when" of coaching and how […]
Free
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