What materials do we cover?

All our programmes are individually tailored to meet the needs of the individual relationship manager in her or his situation. The first session involves a detailed questionnaire in order to ascertain the needs of the individual and the programme develops from there. In general, however, the flowing areas may be addressed:

  • Understanding your drivers
  • Assessing and understanding client drivers
  • Investor misconceptions and how to deal with them
  • Professional relationship fundamentals
  • Influencing client decisions
  • Delivering bad news
  • Building relationships through addressing and solving problems
  • Managing expectations

WealthCoaching is all about finding out how to empower you to perform better at managing your client relationships. We do not propose a generic formula, we look for individual solutions.