Know Your Competition

Course Number: ABA

Course Code: ABA

Covers how registered independent advisors, wirehouses and broker dealers position themselves, compete and acquire relationships and how to differentiate yourself to win and retain more business.

What You’ll Learn

After completing this course, students will be able to:

  • Describe the competitive landscape in the financial services industry
  • Evaluate the strengths and weaknesses of different business models
  • Explain how to compete and acquire new clients
  • Describe ways to win and retain more business

Audience: Client-facing wealth advisors (fiduciary [trust] advisors, portfolio managers, bankers, planners) with at least one year of wealth management-related experience who want to better understand the most common competitors and how to better compete in their marketplace serving higher net worth clients.

Prerequisites: n/a

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

Credits: 0.75 CTFA

Length: Approximately 30 minutes

ABA Training