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What is the personality profile of a successful Wealth Transfer Specialist?

April 26, 2017personality profile specialist successful transfer wealth

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What is the personality profile of a successful Wealth Transfer Specialist?

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• Enjoy people, public speaking, gathering information, identifying and solving problems. • Are able to explain complicated issues in a clear, concise manner. • Listen effectively to others and respond in an appropriate manner. • Are able to mediate and facilitate large and small groups.