Description

This course identifies how bank fiduciary advisors can collaborate with financial advisors to better serve their clients’ needs.
What You’ll Learn
After completing this course, students will be able to:

Explain how bank advisors collaborate with internal and outside financial advisors to benefit clients

Explore five categories of issues that arise between multiple advisors;

Examine disarming techniques that mitigate competitive concerns to foster collaborative advisor relationships

Describe different approaches to resolve conflicts and preserve working relationships with advisors

Additional information

Audience	Client-facing relationship managers (fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.
Length	Approximately 20 minutes
Credits	0.50 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