Interpersonal Impact

Connection is at the heart of effective financial planning.

Interpersonal Impact is about how you show up—with clients, colleagues, and communities. This competency supports authentic relationship-building through emotional intelligence, collaboration, and cultural awareness.

Why It Matters

Financial planners don’t work in isolation. Your ability to build trust, navigate difficult conversations, and engage across differences shapes every relationship you create. Strengthening your interpersonal impact leads to deeper client connections, stronger teams, and more meaningful influence throughout your career.

The FPA Competency Model™ Topic: Interpersonal Impact

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