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.