This report presents an analysis of client engagement skills, focusing on emotional intelligence, communication styles, and biases in financial settings. The assignment requires the student to identify competencies and gaps related to client relationships, particularly during emotionally charged situations. The student utilizes the Genos emotional intelligence survey, communication style survey results, and observations of consumer behavior to evaluate their strengths and weaknesses, and to identify opportunities for improvement. The report includes an evaluation of communication style and its implications, along with an analysis of biases in the workplace environment using the bias identification quiz and the BIT orientation quiz. Finally, the student reflects on the findings to develop a professional development plan for themselves and their colleagues, considering factors such as client value proposition, financial outcomes, and HR outcomes. The report draws on various academic sources to support the analysis.
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