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Soft Skills for Private Client Professionals - The Essentials Explored

Level
Intermediate: Requires some prior subject knowledge
CPD
2 hours
Group bookings
email us to discuss discounts for 5+ delegates
Soft Skills for Private Client Professionals - The Essentials Explored

Date to be confirmed

With a SmartPlan £108

Standard price £120

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Introduction

Working with clients on wills or probate applications can be emotionally and professionally challenging.

As a practitioner, you are often faced with asking sensitive questions and delivering news that may be distressing - tasks that require more than just legal expertise. Dealing with wills, probate, and vulnerable clients is not just about legal knowledge - it's about people.

Our new virtual classroom seminar is designed to help you navigate these difficult conversations with confidence. You will explore a range of soft skills that enhance your communication and strengthen client relationships.

Join us for a practical, engaging session filled with real-world examples and proven techniques for delivering outstanding client care - even in the most delicate situations.

What You Will Learn

This live and interactive course will cover the following:

  • Managing difficult conversations
  • Spotting the signs of undue influence
  • Protecting the practitioner’s own mental health
  • How to display empathy whilst retaining professionalism
  • Cultural sensitivities that you need to be aware of

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

Soft Skills for Private Client Professionals - The Essentials Explored