Managing the Dynamic Nature of Client Financial Needs

$135.00

SKU: 11058 Category: Tag:

Description

Provides techniques to develop a client profile. Explains that understanding the client in order to provide a specific service is often treated like an event which takes place during onboarding of a prospect. Explores how to make the client profiling experience an ongoing process so advisors can always be of value to their clients by addressing continually evolving needs and expectations.

What You’ll Learn

After completing this course, students will be able to:

  • Explain the dynamic nature of a client’s financial life and the importance of managing the client profile as a living, evolving document
  • Engage clients in an ongoing conversation to gather new or changed information about their financial lives
  • Integrate new information or changes in a client’s life into the creation and delivery of advice and services
  • Additional information

    Audience
    Length

    Approximately 25 minutes

    Time

    11:48 AM

    Credits

    0.75 CTFA

    Member Price

    135.00

    Non-Member Price

    185.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

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