Demonstrating Client Leadership

CE-eligible program

As the economic and health crisis in 2020 has taken hold, advisors have been forced to answer a set of critical questions in order to provide meaningful leadership and guidance. What do clients need and how that has changed? How is that change impacting clients? What can advisors do to support clients in a way that reflects what they need right now?

This presentation provides answers to those questions, drawing on new research, gathered from nearly 1,200 investors across North America between March 10 and March 24, 2020. The research highlights the critical importance of client confidence.

By the end of this webinar participants will have:

  • Gained a deeper understanding of the drivers of client self-confidence and the impact that has on their relationship with their advisor, based on on-going investor research
  • Identified strategies to understand what clients truly need in the current environment, where they are challenged and how they view their financial future
  • Developed a plan to change the client conversation to drive deeper engagement and focus on what matters most to clients
  • Developed a communications plan that will provide clients with the support that they most want and need

To qualify for a CE credit for the CFP Board’s CFP® designation or for the Investments and Wealth Institute’s CIMA®, CPWA®, CIMC®, and RMA® designations, we need you to complete a short quiz by clicking the link provided at the end of the webinar.

Watch the webinar below:

P.S. If you’d like to learn more about how we help advisors use input from clients to uncover unmet service, revenue and referral opportunities I’d invite you to book a 20-minute demo.  Please click here to find a convenient time.

, ,

No comments yet.

Leave a Reply

Powered by WordPress. Designed by Woo Themes