LOS.9. Explain how emotional intelligence can assist client engagement.
Objective C: Outline alternative approaches to defining, delivering and evaluating
adviser value add
LOS.10. Define the concept of Emotional Value Add in the context of client servicing by
advisers.
LOS.11. Define the concept of Economic Value Add in the context of client servicing by
advisers.
LOS.12. Explain how Emotional Value Add can be delivered by advisers.
LOS.13. Explain how Economic Value Add can be delivered by advisers.
LOS.14. Explain how Emotional Value Add can be evaluated.
LOS.15. Explain how Economic Value Add can be evaluated.
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