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

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