Elston CPD Redefining Adviser Value - Page 15

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. 15