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
Partnering for Growth
Trains wealth management professionals in cross-functional collaboration, covering team engagement rules, unified branding, credibility-building techniques, and opportunity planning to enhance client service and business growth across multiple disciplines.
Personal Trust Education
If your organization seeks personal trust education for the entire team, now is the perfect time to connect with our enterprise team to discuss your specific needs further. Our comprehensive training solutions are designed to elevate your entire workforce, from entry-level associates to seasoned professionals.
Priorities Discovery
The Life Priorities Discovery program provides advisors with an engagement model that demonstrates the appropriate behaviors to earn the trust of their clients and prospects.