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.

What you will learn

In this workshop you will discuss ethics and inclusion with other advisors and how to make the principles present when interacting with clients.

The takeaway from this workshop is:

• 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 do define professional standards and live by them