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

$135.00

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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