I have heard about a couple of firms that forbid advisors to record client meetings. If you work for one of these firms, you should quit and find a new one. Such companies cannot help you serve your clients at the highest level and are not dedicated to your success, nor are they client-centered. Could you imagine a professional sports franchise forbidding players from video recording their games to improve their skills? Absurd.
Great communication skills may ot save your life, but they can certainly make you much more successful and happier.
If you missed the August 18 Webinar about communication skills, you can watch the archived recording at www.fa-mag.com/multimedia/3423.html.
©2009 Bill Bachrach. Bill Bachrach, CSP, CPAE, is the chairman & CEO of BAI, a full-service training and development company for financial advisors. www.baivbfp.com.