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Effective Communication Skills for Financial Professionals

Virtual Seminar


June 16 and 17, 2020
1:00 PM - 3:00 PM Eastern Time

$395.00 | $495.00
Personal Development
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Communication skills are vital to a financial professional’s business success. One study estimates that 85 percent of success in business is determined by communication skills, and employers rank “verbal communication skills” as the most important skill necessary to do the job well. This seminar provides strategies and tools that can be immediately applied, including how to create a communication skills development plan. Learn how to effectively communicate through both written and verbal financial presentations.

Learning Objectives

- Understand how to determine the optimal level of detail to provide for your audience

- Develop techniques to improve active listening skills  

- Learn best practices for presenting financials and other numbers 

- Assess impact of varying tones and attitudes 

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Sanchez (003) John Sanchez
Managing Director, The FPA Group

John Sanchez has more than 20 years’ experience and is Managing Director of the training and consulting firm FPA Group. After earning his bachelor’s degree in accounting from The Florida State University, John started his career at a top ten international accounting firm and transitioned to mergers and acquisitions work for several Fortune 500 companies. He also held significant roles in financial planning and analysis for world-class organizations including Royal Caribbean Cruises and AutoNation. John’s role at AutoNation included developing and managing the strategic plan financial model for a business unit that generated $11 billion in annual revenue.

When he started his consulting practice, AutoNation was John’s first client and he has since served a clientele including solo start-ups and multi-billion dollar conglomerates in an eclectic array of industries. Since 2011, his work has included training assignments for diverse audiences from all over the world.