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FAAA Master Class Series 2023: Building A Client-Centred Practice – Understanding What Makes Your Client Tick

September 5, 2023 @ 12:00 pm - 1:00 pm AEST

This session draws upon leading research in psychology, neuroscience and behavioural finance to explore three critical ‘pillars’ of a client centric approach; communication, core values and beliefs and managing investment risk.   We introduce you to four ‘financial personalities’, each one with its own unique set of attitudes, beliefs and behaviours to help you deliver a tailored advice experience. We outline the preferred communication style of each and the three primary communication channels (visual, auditory, kinaesthetic) for communicating with greater clarity and…

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Details

Date:
September 5, 2023
Time:
12:00 pm - 1:00 pm AEST
Event Categories:
,
Website:
https://faaa.au/financial-planning-education/masterclass-series/

Organiser

FAAA
Phone
1300 337 301
Email
events@faaa.au
View Organiser Website
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