SkillBuilder Video Collection: Sourcing

About This Course

The SkillBuilder Video Collection: Sourcing is designed to empower financial advisors with the skills needed to effectively source new business and strengthen existing client relationships. This collection of video lessons offers practical scripting and valuable tips to help you communicate your brand, secure introductions, educate referral sources, and qualify potential clients.

Course Outline

Branding to Prospects & Current Clients: Learn how to effectively communicate your brand to both prospects and existing clients. This section provides sample scripts and strategies to enhance your branding efforts and build a strong market presence.

Introductions from Business Partners: Discover techniques for securing valuable introductions from business partners. These videos offer talking points and scripting methods to help you cultivate and leverage professional relationships for business growth.

Educating Referral Sources: Gain insights into educating your referral sources about your services and value proposition. This lesson includes tips and scripts to ensure your referral sources can confidently promote your advisory business.

Qualifying Conversations: Develop your skills in conducting qualifying conversations with potential clients. Learn how to ask the right questions, identify client needs, and determine fit, using effective scripting and strategies.

Who Should Enroll and Why

This course is ideal for financial advisors seeking to improve their sourcing skills and grow their client base. Whether you are new to the field or an experienced professional, these video lessons provide valuable insights and practical tools to support your success.