Interacting with Financial Advisors - Internal and Third-Party Broker Dealers

Course Number: ABA

Course Code: ABA

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