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- Available settings
- Online, On-Demand
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- Topic
- Sales & Practice Management
Enterprise Solutions
Growing Your Business: Dynamic Discovery Skills
As your clients move from one phase of life to another, their financial needs change. Utilizing a dynamic discovery process within your client relationships is critical to surface these life issues. This course introduces effective interviewing techniques you can use during any point in your relationship building process with clients.
About This Course
Change is a constant in today’s world, especially for individual investors and the financial markets. As individual investors age, their shifting attitudes about risk and ever-evolving goals reshape their financial needs. Financial professionals need to communicate regularly with their clients to stay informed of any changes and gain insight to help clients accomplish their goals.
This course provides you:
- Common financial issues your clients may raise during interviews
- Types of questions that can uncover client issues
- Sample interview questions to identify client issues
- A framework for a dynamic discovery interview
This course is approximately 25 minutes in length.
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