Description
Provides techniques for effective, frequent conversations with wealth clients which are essential to meaningful relationships. Explains that clients want that communication to span their family tree, connecting with children or extended family members. Covers how to inquire about the client’s interest in having the advisor connect with other family members, what to share and why engaging across generations is mutually beneficial to the client and the advisor.
What You’ll Learn
After completing this course, students will be able to:
