The Six Keys to Confident Presenting

beverly flaxingtonBeverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

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Dear Readers,

This is another week where the topic of clear and concise communication for advisors has come up multiple times. I’ve reviewed suggested training, communication on changes to client accounts (including fees and transition to new advisors) and have sat in on a few advisor meetings where implementing changes have been discussed. I’m always stunned by how very smart people can struggle with ways to communicate clearly and effectively so the audience knows what’s being shared and – more importantly – knows what’s expected of them and how they need to respond. As a result of these experiences, here are some best practices on being clear in communication. Some of this material is based upon my trademarked program, The Six Keys to Confident Presenting, and others are observations I’ve made over the years on what to do and not do to be effective.