Challenging WINIWIMI and the importance of framing
An adviser’s personal communication style and rapport building skills are important for getting the most out of client conversations but there’s something even more powerful, Paul Moran writes.
An adviser’s personal communication style and rapport building skills are important for getting the most out of client conversations but there’s something even more powerful, Paul Moran writes.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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