Performance Indicators

Finance

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A financial professional, who works with clients to create budgets, retirement plans, investing strategy, must first have exceptional knowledge of the industry to respond to client needs. Additionally, communication skills are paramount as clients are discussing sensitive financial matters including marriage and planning for death. The ability to listen to clients and show empathy while being responsive to a client's needs will build trust and establish a long term relationship.

Customer Relations

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Explain the responsibilities of finance professionals in providing client services (CS)

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