Sales and Service

The Emotionally Intelligent Adviser

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Masterful advice conversations.
Expert advisers are masters at using emotional intelligence to deepen client relationships and instil trust. A recent study by the Association of Financial […]

Customer Service Excellence


The art and science of engaging customers and teams.
Advances in brain science and psychology are revealing the why as well as the how of great […]

Perpetual: Emotional intelligence for advisers

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Building emotionally intelligent financial advisers.
Perpetual is one of Australia’s most experienced investment services groups. They wanted their advisers to master the art of emotional intelligence […]