Ethical Mandate Negotiation Skills

To all Aspiring Family Wealth Advisor

Negotiating mandates with ethics and fairness is crucial. Our program covers how to secure mandates that protect both your interests and those of your clients.

Our next Post will focus on independence in services.

Kind Regards, 

Ayoob Rawat

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The Swiss Association Empowering professional firms to bring Swiss-Certified WealthCare services to families globally. 

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