Work and wellbeingApr 5 2024

How to help clients align visions and values

  • To be able to explain what impact means to different clients
  • To be able to list ways in which a client's vision and values might be matched by financial solutions
  • To be able to summarise environmental and financial understandings of stewardship
  • To be able to explain what impact means to different clients
  • To be able to list ways in which a client's vision and values might be matched by financial solutions
  • To be able to summarise environmental and financial understandings of stewardship
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CPD
Approx.30min
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CPD
Approx.30min
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pfs-logo
cisi-logo
CPD
Approx.30min
How to help clients align visions and values
Having open conversations with clients around values and visions can open pathways for deeper planning (Clement Eastwood/Pexels)
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Every organisation’s vision for its strategy and long-term development should also consider its wider impact on society.

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