Selling Value

$135.00

  • Total

SKU: 11089 Category: Tag:

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

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