Selling Value

$135.00

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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