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Effective One-to-One Communication for Advisors and Retirement Counselors - Joseph Tabers

One of the challenges for retirement professionals who meet face-to-face or over-the-phone with clients is limited or compressed time for communicating.

When communication time gets cut short, mistakes and misunderstandings can and do occur.

When we take steps to aid or improve the communication process, we can have better outcomes, less stress and fewer client misunderstandings.

In "Effective One-to-One Communication for Advisors and Retirement Counselors" by Joe Tabers, you will:

  1. Explore ingredients of successful communication and identify barriers that break down communication;
  2. Discover helpful effective listening approaches to practice;
  3. Enhance your outbound communication approach to invite greater understanding and cooperation from others;
  4. Discover tips and templates for more effective two-way communication and validation;
  5. Explore proven effective communication practices you can use immediately after the web-course for better communication and clarity. 

Your presenter is Joseph Tabers, CSP, Founder of Productive Training Services, Effective Presentations Skills and Team Communication Skills Expert. 

Joseph TabersJoe is an expert in improving workplace presentations, interpersonal communication skills and relationships. Over the last 20 years his team has helped more than 400 organizations and thousands of individuals increase their workplace effectiveness by enhancing their communication skills. As a proven professional speaker, author and communication coach, Joe will help you connect better with audiences from high-level professionals to frontline workers.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 4.6 / 5Principles of Effective One-to-One Communication - Joseph Tabers

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


Effective One-to-One Communication for Advisors and Retirement Counselors - Joseph Tabers


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