Mastering the Art of Inquiry

$135.00

SKU: 11059 Category: Tag:

Description

Covers the “How to” practicum to raise advisors competency and comfort with asking meaningful, probing questions, and let responses guide subsequent questions in order to understand all aspects of prospect or client’s financial life and all vectors, and how to do so in a natural, conversational manner.

What You’ll Learn

After completing this course, students will be able to:

  • Describe the purpose and value of inquiry
  • Ask difficult questions and navigate necessary yet uncomfortable conversations with clients
  • Ask and follow up on different types of questions to deepen knowledge about clients
  • Examine the qualities and characteristics of effective inquiry for meaningful exchanges of information with clients
  • Explore additional techniques and dos and donts to enhance inquiry skills
  • Additional information

    Audience
    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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