Interacting with Financial Advisors - Internal and Third-Party Broker Dealers
Course Number: ABA
Course Code: n/a
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
Audience: Client-facing relationship managers (fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.