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April 22, 2024 | 10:00 am - 12:00 pm East US
In this workshop you will discuss ethics and inclusion with other advisors and how to make the principles present when interacting with clients.
The take-away from this workshop is:
How to communicate ethical principles
How to demonstrate dedication to inclusion and diversity
How to handle common ethical dilemmas
How do define professional standards and live by them
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March 18
Client Connection: Building Trust and Rapport with Clients
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May 7

