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
- 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.