Know Your Competition

$135.00

  • Total

SKU: 11064 Category: Tag:

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.

What You’ll Learn

After completing this course, students will be able to:

  • Describe the competitive landscape in the financial services industry
  • Evaluate the strengths and weaknesses of different business models
  • Explain how to compete and acquire new clients
  • Describe ways to win and retain more business

Additional information

Length

Approximately 30 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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