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- Available settings
- Online, On-Demand
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- Topic
- Wealth Planning
Enterprise Solutions
Growing Your Business: Presentation Skills
Planning is essential for successful client presentations. Clients feel more comfortable with professionals who clearly prepare for and are organized during presentations. This course introduces effective techniques and guidelines for making client presentations.
About This Course
As you build client relationships, you should have several meetings with each client. Use these discussions to present your firm’s investment story, interview clients to gain insights into their current situation and financial goals, and present recommendations to clients.
Drive efficieny and effectiveness in your practice with routines for planning client meetings and effective techniques for making presentations to clients, including using numeric framing, bridging the presentation, and closing with an assumptive close.
This course provides you:
- Guidelines for planning a successful client presentation
- Techniques for creating an agenda for client presentations
- Techniques for framing client presentations
- Bridging techniques for initiating client action at the closing
- Closing with an assumptive close
This course is approximately 25 minutes in length.
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Offers wealth management professionals updated strategies for client retention, expansion, and acquisition. It covers practice management, client communication skills, technology integration, and business development planning, emphasizing practical application to enhance advisors' expertise and client service.
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.