My Roles ~ Facilitator, Coach


Relationship Building for Financial Advisors

I helped new Financial Advisors learn how to have effective, initial phone calls with the customers who have been newly assigned to them and to secure a first meeting through relationship building skills.

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