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- Available settings
- On-Campus, Online, 3 Days
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- School
- Relationship Management
Mastering Client Engagement
Participants must successfully complete Sales and Practice Management and Wealth Issues and Conversations before continuing on to this portion of the program.
This course prepares practitioners to be highly effective with their clients in specific key engagements. It teaches the applied skills and techniques of clear and empathetic interpersonal communication.
Topics covered include: Helping Clients Understand Options, The Consequences of Available Choices, and Progression through the Rational and Emotional Drivers of Decisions and Behaviors that Generate Client Outcomes
The analysis and communication skills applied during discussions and case studies are critical.
CWS® Assessment
Participants must successfully complete Sales and Practice Management, Wealth Issues and Conversations, and Mastering Client Engagement before continuing on to this portion of the program.
The CWS® assessment process includes both a certification exam and a capstone project.
1. CWS® Certification Exam - It is a 150 question, three-hour timed comprehensive exam covering all the material in the program.
2. CWS® Capstone Project - It is a two-part, self-reflection exercise.
Related Courses
Certified Wealth Strategist® I Program (CWS® I)
Develop essential competencies for serving High-Net-Worth clients effectively and profitably. Enhance business routines, client interaction skills, and technical wealth management knowledge. First step towards the CWS® designation, focusing on mastery and business growth.
Sales and Practice Management
Elevate your client relationship skills and personal brand. Develop strategies to retain and expand client relationships while creating new opportunities. Gain key financial insights to serve high-value clients effectively. Ideal for advisors seeking to grow their practice and increase revenue.
Trust Conversations for Growth
Develop essential skills for engaging in productive trust conversations that lead to growth. Learn techniques for sourcing prospects, managing relationships, and building respect in the trust industry through effective communication.