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ENGAGE 2020


EDG2002 - EDG2002. Making the Jump From Technician to Adviser


Jul 22, 2020 2:55pm ‐ Jul 22, 2020 3:45pm

Description

When you are young and out of school, you spend your entire career soaking up as much knowledge as you can. Eventually, your technical skills lead you to take on more of an advisory role. Whether you are advising internal or external clients, young or old co-workers, or the general public, the best advisers have a "teacher's heart". When one has a good understanding of the issues, it is easier to teach those issues to their clients. When clients understand, they are more likely to follow the advice given. In an age where technology is rapidly taking over the "do" function, and despite lots of "information" available online, clients still appreciate hearing person to person advice on their financial issues. Come learn how to be that adviser.

Learning Objectives:
  • Use the "learn, do, teach" philosophy to examine where your technical knowledge is, and how to advance from one stage to the next.
  • Learn to be more than the provider of financial data, learn how to explain the data in a way that provides value to your internal or external client.

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