Client Ethics
Ethics and Beyond:
Making Ethics and Inclusion Part of Daily Practice
What this workshop is about
As small business advisors we want to hold the highest standards of ethics for any client regardless of their literacy, gender, cultural or ethnic background. It can be a challenge to find ways to bring these decent ideals into the daily interactions with clients. However the real problem might be that we see ethics and inclusion as something philosophical rather than something practical. The truth is that staying true to your principles requires more than confirming a written code of conduct. That's why we need to bring in more statements and questions relating to ethics and inclusion in our daily conversations with clients.
You will learn
- How to communicate principles of confidentiality, proprietary information, non-solicitation, acting with disinterest, obligation to clients' best interest and privacy
- How to demonstrate dedication to respect, inclusion and diversity through cultural sensitivity and personal conduct
- How to handle common ethical dilemmas
- How to define professional standards and live by them
The 2-hour workshop
- Introduction and self-assessment
- Exploration of the subject
- Case studies and advisor insights
- Framework and tool introduction
- Time-out with advisor insights
- Test drive of the tools presented
- Time-out with advisor insights
- Self-assessment and wrap-up
Frameworks in this workshop
Previews of the visual Frameworks you work with in the workshop.
