Referring Trust Clients

Course Number: ABA

Course Code: ABA

This course examines the elements of a trust and the primary reasons why clients want or need a trust. This course describes the benefits of trust accounts to identify needs and refer clients to a qualified trust expert by using the effective referral model.

Reviewed: July 2015 (no changes)
Re-versioned: July 2016

What You’ll Learn
After successfully completing this course, you will be able to:

-Describe the five basic elements of a trust
-Identify the five key reasons clients need or want a trust
-Refer clients to the trust department using the Effective Referral Model
-Identify trust accounts that map to clients’ needs

Audience: Bank personnel who manage client relationships and/or who are in a position to identify referral opportunities to trust specialists. Note: The Effective Referrals Suite must be taken at least once before taking this course.

Prerequisites: None

Register Now

Member Price: $95.00
Non-Member Price: $130.00
Textbook Charge: $0.00

Credits: None

Length: 40 minutes

ABA Training