Tips for Financial Services Consultant New Hires

Currently, I have six years of financial services experience, specifically in the Investment Management, Asset Servicing, Corporate Trust, etc. A majority of my work has been focused on Client Service, Operations, and Complaince.

I have recently been offered a role as a Financial Services Consultant and I am very interested in consulting.

Is there any tips or best practices I can begin to indulge that can prepare me for my role as a Consultant?

 

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