Course Number: ABA
Course Code: n/a
This course outlines the most common reasons clients leave advisors and how to demonstrate value on an ongoing basis.
What You’ll Learn
After completing this course, students will be able to:
- Clearly articulate the value of their firm and the relationship approach to serving their client’s needs
- Explain the fee schedule and how fees are determined
- Differentiate the benefits of working with a firm vs. low-cost providers
Audience: Client-facing relationship managers (fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.