Description
This program will help advisors understand how to communicate their client-focused services to clients and COIs (centers of influence) so that they are well-suited to serve any new clients referred to them by those clients and COIs. It will help advisors identify the new clients who can benefit from their specific mix of financial planning strategies and technical expertise. It will also give advisors tools to work effectively with COIs to help clients achieve their goals.
Learning Objectives
• Advisors will prepare to speak with clients and COIs about their client-focused services.
• Advisors will understand how to identify the specific financial needs and goals of new clients.
• Advisors will know what tools to use to effectively meet their clients’ COIs so that common goals are aligned.