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Tuesday Mar 28, 2023 | 12:00 pm EST

Technology equips us with a variety of tools to help navigate the various aspects of relationship management and business development, but as the modes of communication continue to evolve, so must our ability to connect.

Particularly in client-facing industries like financial services, and in today’s modern work setting which considers the notable shift to remote work, there is a growing need for professionals with strong interpersonal skills. Active listening, problem-solving, written communication skills, and understanding social and cultural cues are some of the most sought-after skills in today’s job market and given that relationships are established across a variety of mediums, honing these skills is a prerequisite for success.

Join Marie Muldowney and John Pappas from CSI, alongside industry experts Neela White, Leslie Baker, and Michael Tarantino, as they discuss the evolution of communication, how soft skills impact client conversations and methods for developing and strengthening professional relationships.

Neela White

FMA®, FCSI®, CIM®, CIWM, CPCA®, EPC, CEA® Portfolio Manager at Raymond James Ltd.

Leslie Baker

CFA®, CFP®, CIM® Senior Manager, Strategic Communications at RBC Wealth Management

Michael Tarantino

MBA, CPA, CMA, CFP®, CIM®, CIWM, FEA, TEP Vice President, Private Wealth Consultant, Family Office Services at RBC Wealth Management