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