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Andrew Graham, Queen's University, School of Policy Studies
Hug Your Financial Officers, Don't Squeeze Them
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1. Welcome to our 11th Webinar
2. Hug Your Financial Advisors, but Don’t Smother Them
3. Some background
4. What we will be doing today
5. Is conflict between financial staff and line managers the stuff of folklore?
6. Is conflict between financial staff and line managers the stuff of folklore?
7. What Managers do that infuriate financial advisors
8. What Financial Advisors do that infuriate managers
9. Manifestation of a Negative Relationship
10. Sources of Tension
11. What are the manager’s concerns?
12. What are the financial advisor’s concerns?
13. Let’s just define what is going on
14. Let’s just define what is going on
15. What managers need
16. What financial advisors/managers need
17. Tools to build a healthy relationship
18. Keys to success
19. Keys to success
20. Some concluding thoughts
21. Questions and Answers
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