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Advising the Affluent Client: Banking Strategies

Topic

General Principles of Financial Planning

Program ID

195037

Hours

1

Format

Self-Study / Traditional course (50+minutes)

Complexity

Overview

Description

This course equips advisors with the knowledge and skills necessary to advise affluent clients regarding the various banking solutions and opportunities available to them, such as deposit accounts, lines of credit, and mortgages, and other loans.

Learning Objectives

The course has been structured to provide advisors with effective strategies for identifying opportunities to proactively engage clients on key planning topics and deliver more comprehensive solutions. Specifically, this course will answer questions surrounding how advisors address affluent clients’ banking needs, engage them in effective conversations about banking solutions, and how to leverage sources of client information to identify additional opportunities. Key topics include: – Common banking needs – Providing proactive banking advice – How to identify additional opportunities with banking clients using the 1040 – Identifying family needs – Understanding and identify opportunities in your client’s 1040 – Business banking opportunities