The Psychology of Working with Cross-Border Clients May 19, 2021

the Psychology of Working with Cross-Border Clients Webinar

By Frank R. van Lerven, Marketing Manager at ISGAM. 

Successful cross-border financial planning requires more than technical knowledge, learn ways to develop cross-cultural soft skills

ABOUT THIS WEBINAR

  1. Understand that successful cross-border financial planning requires more than technical knowledge.

2. Discuss the cross-cultural skills necessary to conduct cross-border planning effectively.

3. Learn ways to develop cross-cultural soft skills.

 

Frank R. van Lerven is a certified Financial Planner in the US and the UK, and is an active member of the FPA (Financial Planning Association). He is the Marketing Manager at ISGAM. 

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WHAT IS CIGA?

The CIGA Network is the home for global independent advisers that wish to serve cross-border clients better. 

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