On this module I have learnt so much on communication skills, ethical issues and cultural differences, these will help to engage people in an accomodativeanner and produce results
I have learnt that Advisory provides clarity and does not impose. Help prospect investors understand high return equals high risk. You need to understand the clients cash flow, debt and expenses.
Name: sserubira Elizmas Country: Uganda Cohort:9 Lessons: I have learnt that advise given to people should I not be forced on them because not every advise will be acted upon and I should not take it personal
Name: Carol Zulu Country: Zambia Cohort:29 Topic: Client advisory skills My understanding in this topic is that good client advisory is not just selling product, it's about educating, guiding,end planning with the client so they make smart decisions with their money.
On this module I have learnt so much on communication skills, ethical issues and cultural differences, these will help to engage people in an accomodativeanner and produce results
ReplyDeleteI have learnt that Advisory provides clarity and does not impose. Help prospect investors understand high return equals high risk. You need to understand the clients cash flow, debt and expenses.
DeleteName: sserubira Elizmas
ReplyDeleteCountry: Uganda
Cohort:9
Lessons: I have learnt that advise given to people should I not be forced on them because not every advise will be acted upon and I should not take it personal
Name: Carol Zulu
ReplyDeleteCountry: Zambia
Cohort:29
Topic: Client advisory skills
My understanding in this topic is that good client advisory is not just selling product, it's about educating, guiding,end planning with the client so they make smart decisions with their money.