Workshops
Our workshops are designed to improve financial services relationship with clients and your human resources. Workshops can be held in your office or online. Workshops can be designed to meet your Indvidual needs.
Workshops include:
Facilitating conversations about money with clients. Topics in the session includes cognitive bias, attitude towards money, your client's relationship with money and barriers involved. The outcome is to improve your relationship with the client so they will engage in the strategies you develop for them.
Workshops include:
Facilitating conversations about money with clients. Topics in the session includes cognitive bias, attitude towards money, your client's relationship with money and barriers involved. The outcome is to improve your relationship with the client so they will engage in the strategies you develop for them.