Goals-Based Investment Review
Trains financial advisors to conduct effective investment reviews as part of client planning. It covers communicating portfolio theory, generating client interest, report delivery techniques, goal-oriented risk management, and promoting asset consolidation benefits.
Growing Your Business
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: Closing Skills
Many individuals find change difficult and avoid making decisions that require changing behavior. This reticence often manifests in specific verbal behaviors that may mask their true feelings. This course introduces effective techniques for moving clients toward action in working with you as their advisor.
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.
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.
Investment Education
If your organization seeks investment education for the entire team, now is the perfect time to connect with our enterprise team to discuss your specific needs further.
Mortgage-backed Securities: Who Knew it Could be So Easy?
Led by Duane Lee, the course provides a comprehensive introduction to mortgage-backed securities. It covers market background, asset-backed securities mechanics, and trading roles. Designed for securities operations, audit, risk management, and compliance personnel. Offers 2.5 hours of CE credit.
New Client Acquisition
Develop a client profile, craft a compelling branding message, learn effective prospecting, capitalize on opportunities, and adapt to client needs. Tailored for financial professionals to enhance client acquisition and retention