Helping clients to understand advisor’s recommendations is no easy task. Neither is turning dry data into messages that are straightforward and actionable. It requires intention, focus and skill.
This engaging and practical session will steer you away from communication traps, help you to write clearly and concisely, which in turn will enable clients to achieve their objectives.
Learning objectives
By the end of this session, you will be able to:
· Use seven tips to help with report writing
· Write emails that get actioned
· Apply techniques to craft engaging blogs and articles