Interacting with Financial Advisors – Internal and Third-Party Broker Dealers

$135.00

  • Total

SKU: 11088 Category: Tag:

Description

This course identifies how bank fiduciary advisors can collaborate with financial advisors to better serve their clients’ needs.

What You’ll Learn

After completing this course, students will be able to:

  • Explain how bank advisors collaborate with internal and outside financial advisors to benefit clients
  • Explore five categories of issues that arise between multiple advisors 
  • Examine disarming techniques that mitigate competitive concerns to foster collaborative advisor relationships
  • Describe different approaches to resolve conflicts and preserve working relationships with advisors

Additional information

Audience

Client-facing relationship managers (fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.

Length

Approximately 20 minutes

Credits

0.50 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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