The Psychology of Working with Cross-border Clients

The Psychology of Working with Cross-border Clients: Look beyond the technical side of cross-border financial planning.

CIGA webinar

Learning Objectives:

  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.

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