Course Number: ABA
Course Code: ABA
Wealth management looks dramatically different today—and expected and unexpected influences alike continue to shape a new operating environment. How can you serve your clients during these shifts in business—from the massive generational transfer of wealth, to new client concerns, and a changing economy?
This new series of online courses can be completed from anywhere on any schedule and include these and more critical topics releasing throughout the year.
- Emotional Intelligence for Advisors
Gain key tips and tools for understanding the role of emotions in serving higher net clients.
- Managing the Dynamic Nature of Client Financial Needs
Offer enhanced client services that respond to financial disruptors, such as the pandemic and other extraordinary events, both anticipated and sudden.
- Mastering the Art of Inquiry
Learn skills for understanding how clients are interpreting and navigating the current economic reality to better gauge their needs.
- Effective Client Engagement through “Wealth Personas”
Different clients reach differently to radical market and economic shifts. Know the characteristics, views, values and expectations each group exhibits.
- Engaging in Multigenerational Conversations with Clients
Be prepared to initiate, facilitating and engage in sensitive conversations across multiple generations of clients.
- Developing and Delivering a Compelling Personal Value Proposition
Articulate your role as an advisor, how you serve and how you will help your clients navigate a potentially turbulent near-term outlook.
- Developing a Personalized Wealth Management Strategy
Better understand, interpret and restate a client’s wealth strategy and learn how to look for alignment, consistency and gaps in the plan and the client’s expectations.
- Know Your Competition
Covers how industry competitors position themselves, and how to differentiate yourself to win and retain more business.
- Structure Analysis and Advice
Provides ways to analyze structures used by clients to hold assets and how they align with their strategies and goals.
- Understanding Fiduciary Principles
Compares different existing “fiduciary standards”, how to describe the value of a fiduciary wealth advisor and explains the distinctions between serving clients through a process vs. a product-based or suitability-based approach to selling.