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.

Prerequisites: n/a

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Member Price: $135.00
Non-Member Price: $185.00
Textbook Charge: $0.00

Credits: 0.50 CTFA

Length: Approximately 20 minutes

ABA Training