TD Canada Trust

Successful Telephone Conversations for Financial Advisors

I helped financial advisors learn how to deal more effectively with a variety of client needs and issues, in both inbound and outbound call situations.

Along with my role in working directly with the learners as a facilitator and coach, I had the additional role of being an internal coach to the program’s other facilitator/coaches, to help them further develop their own skills in serving the client.

Project Lead:  e-roleplay