The Five Core Principals

For Mastering Interpersonal Relationships

 

By Bryan Beatty, CFP

 

Sometimes is a good idea to get back to the basics. It is very easy not see the forest for the trees.  In running an advisory practice you have so many things you must do. You must stay on top of asset allocation models and the economy. You have to keep up with changing tax codes and legislation. You have to manage your office operations and human resources. You have to comply with the regulations and mange to maintain your CE requirements.  You have to manage your operation processes including your technology, your trading platform and your CRM system.  You have to continue to service your clients and market to get new ones. Suffice it to say you are sometimes overwhelmed and you forget that without the basics you can misfire and everything slides downhill from there.

This month’s luncheon brings us Dan Finley of Advisor Solutions and The Five Core Principals For Mastering Interpersonal Relationships.  “Great communication is the lifeblood of every sustainable business relationship.” says Dan.  We are in a relationship business no matter how you look at it. That is the big picture, the forest.   All the stuff we have to do each day, they are our trees.

Spend a lunch hour getting back in touch with one of our essential basics – communication.  Learning to more clearly and effectively communicate with people will improve all aspects of your business.

·         Are you speaking your clients/prospect’s language?

·         Do you know the CORE personality types?

·         Learn the art of story telling

·         Using the metaphors and analogies

These are just few of the things you will re-engage with in this September’s member luncheon. Join us for  a very worthwhile discussion.

2 CFP CE, 2 CIMA, 2 VA Insurance Approved! 2 CPA CPE Offered! No MD Insurance for this program.