Position Your Wealth Management Services for Millennials

$95.00

SKU: 14553 Categories: , Tag:

Description

Millennials want advisors who “get them” — that is, share their values or understand their life goals and experiences. Learn how to engender trust and solidify these budding relationships. You’ll also discover how to position your team against competitors and DIY online options.

Additional information

Length

Approximately 20 minutes

Member Price

75

Non-Member Price

95

Location

Online Self-Paced

Course Code

ABA

Vendor

ABA

Sub Topics

Millennials and Banking, Trust & Investments, Wealth Management

Book Handling Fee

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