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Estate & Trust Primer - Tax Staff Essentials
Description
Proven communication techniques (bold)
In this webcast, you will learn how to:
Create a simple checklist to improve your writing and presenting skills Harness The Four Pillars of Confidence Make your presentation more engaging Incorporate non-verbal tools to present powerfully
"If I were to summarize in one sentence the single most important principle I have learned in the field of interpersonal relations, it would be this: Seek first to understand, then to be understood."
Dr. Stephen R. Covey,
Seven Habits of Highly Effective People
Note: You will gain more from this course if you first take "Part One: Questioning and Listening to Discover Client Needs."
Highlights
Improve your writing and presenting skills by using a checklist Lay a solid foundation under your presentation by harnessing The Four Pillars of Confidence Clear the slide deck to make your presentation more engaging Use your non-verbal skills to present powerfully Know how to effectively respond when they say "no"
Objectives
Determine the fundamental rules of solid business writing
Identify ways to craft presentations, business letters, memos, reports and e-mails that promote your ideas while meeting clients' needs
Apply methods to write and present clearly
Determine how to feel more confident speaking in front of a group
Determine how to resolve objections more effectively
Designed For
Accountants and finance professionals Anyone who wants to improve communication skills, especially those in leadership or business development roles
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