Under 5, After 5 Practice Development Series: Module 4 – Client Engagement with Sun Life
Our Under 5, After 5 Practice Development Series provides the practical skills and knowledge that newer advisors need to be successful. Join the Toronto chapter on Wednesday, September 14, 2022 from 3:00 P.M. to 5:00 P.M. (Eastern Time) for our fourth module of the series, hosted by Sun Life.
Engaging with clients and prospective clients effectively is a skill that will serve you well throughout your entire career as a financial advisor. Your ability to connect with clients will allow you to build lasting, trust-based relationships. The initial client interview is a significant step in showing your prospective client the value of the advice that you provide. It is also an important milestone in the trust-building process and preparation plays a central role.
Upon completion of this Module and the accompanying Practice Development Activities, you will be able to:
Navigate and explain each of the five stages of the Client Relationship Cycle
Adapt the Client Relationship Cycle and make it a part of your own client process
Prepare for an initial client meeting by developing an agenda and learning as much as you possibly can about the prospective client prior to the meeting
Explain the Client Relationship Cycle and how it serves to connect a client’s needs with the most appropriate solutions and services through a comprehensive of modular financial plan
Understand the role of a client engagement letter or agreement and how to introduce it to your prospective clients
Anticipate and prepare for questions that may arise from prospective clients during the initial meeting
Accept that a client’s decision-making process is unique when contemplating the purchase of an advisor’s services and solutions
Ticket Details:
Both Members and Non-Members are entitled to view this webinar for FREE.
Ticket sales end Tuesday, September 13 2022 at 12:00 P.M. (Eastern Time)