
AIAM Hong Kong | 7 November 2019
Principles of Financial Coaching
For this CPT/CPD accredited session, returning for the second time Mr. Trevor Smith, Executive Coach and Financial Services veteran, The Orchard Partnership, to provide you a range of best Practices and Principles of Financial Coaching that you may immediately apply:
Essential Tools of the Trade
– Deep listening skills
– How to ask powerful questions
– Tips for providing ‘psychological safety’ for your clients