Soft skills for private client – what you need to know to protect yourself and clients

Dealing with wills, court of protection and estate administration is emotionally draining, even more so when dealing with challenging individuals and bereaved clients.

Delivered by Julie Bell, this presentation will look at what you need to be aware of, how to tailor your approach and how to avoid burnout.

More and more practitioners are leaving the profession – what can be done to have a long and happy career in private client?

Top 3 takeaways from the webinar:

• How to manage difficult conversations
• How to display empathy whilst retaining professionalism
• Protecting the practitioner’s own mental health

Who this is for:

This Live Webinar is essential viewing for anyone practicing Private Client.

Level of expertise:

All Levels – this can be picked up throughout anyones professional career regardless of experience

CPD hours:

This webinar provides you with 1 hour of learning.

Attendees will receive a CPD certificate upon completion of this course.

Learning objectives:

• How to have difficult conversations whilst protecting yourself
• Avoiding burnout – practical tips
• Spotting the signs of undue influence