Wealth Management professionals must constantly prove their value to the most sophisticated high net worth, super high net worth and wealthy clients on the planet. They are charged with building deep relationships with a group known for being incredibly private, guarded and dependent on multiple professional advisors. And, when the markets are volatile or a client's personal world is turned upside down for one reason or another, the High EQ Wealth Manager proves their value. Wealthy clients are all very different and all have different family structures, issues and personalities. The best-of-the-best thrive in these environments and are masters at relationship customization, crisis management and high volatility communication.
Our High EQ Wealth Manager workshop is designed to immediately and positively impact participant EQ levels by working with them to understand and develop the personal development and relationship development mindsets and skill sets of the most successful wealth managers in the industry. This fast paced, highly practical and highly interactive program takes the EQ discussion beyond general theory by delivering industry specific functional best-practices that will challenge participants to elevate the quality of their personal growth and relationship development efforts.
Content Blueprint for The High EQ Investment Banker Workshop
Module # 1: EQ - Foundational Theory
Module # 2: High EQ - Personal Competence
Module # 3: High EQ - Social Competence
Module # 4: Practical EQ Skill Toolbox
Module # 5: High EQ Personal Growth Planning
* Content Note - Millennium programs are highly customizable. Every client is different and every client has different objectives. All Millennium courses are tailored for delivery to match the strategy, client demographic, product mix and skill development needs of each client we work with. We work with you, leading up to the rollout of your courses, to customize content and specifically match lessons and approach to be the perfect fit for you and your team. All Millennium courses are available for delivery via instructor-led classroom session, webinar and/or train-the-trainer sessions.
Typical Base Workshop Pricing
★ Prices are based on a 25 participant workshop minimum