Effective Client Engagement Through “Wealth Personas”

$135.00

SKU: 11060 Category: Tag:

Description

Explains how to understand clients based on who they are, their values, experiences and where they are in their financial lifecycle (building, preserving and transitioning) and how this awareness informs the advisors approach to relationship management.

What You’ll Learn

After completing this course, students will be able to:

  • Describe the meaning of a clients wealth persona and its importance
  • Examine four financial stages to determine where clients are in their financial lives
  • Explore the source and measure of wealth to discover what wealth” means to your clients
  • Describe behavior biases that shape a clients wealth persona
  • Examine the four major wealth personality types that most clients fit into
  • Additional information

    Audience
    Length

    Approximately 25 minutes

    Credits

    0.75 CTFA

    Member Price

    135.00

    Non-Member Price

    185.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

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