• A Senior Financial Planner is delivering a virtual seminar, to which s/he has invited existing clients. Consider how the financial planner might employ their interpersonal skills to respond to some tough questions.
  • A 65 year old client asks; "How will you communicate with us, to keep us updated on the markets, conduct our financial plan review, and so on; without in-person meetings?" 
  • Please Describe 3 communication methods financial planners could use and the Interpersonal skills necessary to utilize.                                                           An elaborative response will really help. Please include the sites and reference. Thank you very much.