What material do we cover?
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We do not propose a generic formula, we look for individual solutions.
The programme is individually tailored to meet the individual relationship manager in his or her situation. The first session involves a detailed questionnaire in order to ascertain the needs of the individual and the programme develops from there. In general, however, the following areas may be addressed:
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- Understanding your drivers
- Assessing and understanding client drivers
- Investor misconceptions and how to deal with them
- Professional relationship fundamentals
- Influencing client decisions
- Delivering bad news
- Building relationships through addressing and solving problems
- Managing expectations
- Inter-generational wealth transfer and the changing needs of the new generation
- Sustainable investment and investor values in the new era of private banking
- The move from grey money to black or white money
WealthCoaching is all about finding out how to empower you to perform better at managing your client relationships.
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Osmond Plummer, Swiss Representative
ClearView Financial Media Ltd
C/o Route des Fayards 197, 1290 Versoix, Switzerland
Mob +41 79 477 3331 / Fax +41 22 774 4055
Contact us by e-mail
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