Engaging in Multigenerational Conversations with Clients

$135.00

  • Total

SKU: 11061 Category: Tag:

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:

  • Explain how to handle sensitive topics related to wealth transfer, client concerns and expectations
  • Describe the challenges and advantages of framing conversations to use with the wealth creator and family members
  • Explore the five steps to initiate a wealth transfer conversation
  • Identify the right questions to probe the client for additional thoughts on wealth transfer
  • Describe the tips for holding conversations with clients
  • Describe effective questions and topics used to probe family members concerning wealth transfer

Additional information

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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