Description
This course outlines the most common reasons clients leave advisors and how to demonstrate value on an ongoing basis.
What You’ll Learn
After completing this course, students will be able to:
- Explain how advisors distinguish themselves across service considerations rather than by products
- Examine clients’ unique value factors on which they base their decisions to work with firms
- Explore client expectations of advisors beyond the features and benefits that wealth products provide
- Describe the components of value that advisors and teams present that shape client perceptions
- Recognize verbal and visual cues during client conversations to address their value preferences
- Determine a plan to sell your value and that of your firm to clients
