Events

“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.

What are the relationship and business development opportunities for advisors who have philanthropic conversations with their clients? What are the charitable gifting options that can be strategically implemented for their clients? Abundance Canada will present ideas and case studies exploring and expanding on these questions.