Description
Covers how registered independent advisors, wirehouses and broker dealers position themselves, compete and acquire relationships and how to differentiate yourself to win and retain more business.
$135.00
Covers how registered independent advisors, wirehouses and broker dealers position themselves, compete and acquire relationships and how to differentiate yourself to win and retain more business.
| Topic | Wealth Management Training |
|---|---|
| Length | 30 Minutes |
| Member Price | 135 |
| Non-Member Price | 185 |
| Location | Online Self-Paced |
| Course Code | ABA |
| Vendor | ABA |
| Sub Topics | Trust & Investments, Wealth Management |
| Book Handling Fee | 0 |