40 min

How to Increase Cultural Intelligence to Better Connect with Clients with Stephanie J. Lee The Innovating Advice Show

    • Investing

If you like smiling and making eye contact, how do you react if a client doesn’t smile or make eye contact? If they interrupt you, does that feel rude? How do you discuss death or a serious illness if they won’t speak about it?
In this episode, Stephanie J. Lee shares how to be culturally intelligent and shows that culture goes far beyond ethnicity and geography. We discuss how to open our minds and embrace cultural differences to understand different values and behaviors in financial planning.
Links and show notes at https://innovatingadvice.com/post/episode33.
Connect with Kate on LinkedIn.

If you like smiling and making eye contact, how do you react if a client doesn’t smile or make eye contact? If they interrupt you, does that feel rude? How do you discuss death or a serious illness if they won’t speak about it?
In this episode, Stephanie J. Lee shares how to be culturally intelligent and shows that culture goes far beyond ethnicity and geography. We discuss how to open our minds and embrace cultural differences to understand different values and behaviors in financial planning.
Links and show notes at https://innovatingadvice.com/post/episode33.
Connect with Kate on LinkedIn.

40 min