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“If a client does not return our smile or avoids eye contact,” says Stephanie, “we might assume that they don’t trust us, or are hiding something from us” - when the reality is that smiling and making eye contact are behaviours that differ across cultures, ages, and locations. An understanding of cultural differences can boost your “cultural intelligence” and help build your ability to relate to clients from varying background and viewpoints, meaning you’ll avoid “crossed wires” and miscommunication. With insights from this presentation, you’ll be able to work with and embrace cultural differences, allowing you to expand your financial planning practice to include more and more diverse clients.
“If a client does not return our smile or avoids eye contact,” says Stephanie, “we might assume that they don’t trust us, or are hiding something from us” - when the reality is that smiling and making eye contact are behaviours that differ across cultures, ages, and locations.

An understanding of cultural differences can boost your “cultural intelligence” and help build your ability to relate to clients from varying background and viewpoints, meaning you’ll avoid “crossed wires” and miscommunication.

With insights from this presentation, you’ll be able to work with and embrace cultural differences, allowing you to expand your financial planning practice to include more and more diverse clients.

Biography
Stephanie J. Lee, CFP®, founded East Rock Financial Services, a financial planning and wealth management firm in California. She gained cultural knowledge as a director for a global financial analytics firm, working with bankers in 17 countries on portfolio optimization. Stephanie volunteers as a Parks &Recreation Commissioner and is on the Board of Directors for California Jump Start, a nonprofit dedicated to improving K-12 financial education. She is a jazz bassist and rock violinist who has performed on 21 recordings, and she is an official voter for the Grammy Awards. She has degrees from Yale and University of Southern California and has been quoted by The New York Times, The Wall Street Journal, Reuters, and the BBC.
 
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