Under 5, After 5 Practice Development Series: Module 5 – Discovery
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 in person on Wednesday, October 12, 2022 from 5:00 P.M. to 7:00 P.M. (Eastern Time) for our fifth module of the series, hosted by Longevity Achieved.
In the Discovery stage, you continue to build rapport with clients as you collect relevant financial data regarding goals and gain an appreciation of their priorities, values, preferences, and concerns. You want to learn all you can about your clients in order to build an accurate picture of their current situation and to be able to identify current and future needs and opportunities. The outcome of this exploration will help tailor a financial plan uniquely suited to the client’s needs, goals and aspirations.
Upon completion of this Module and the accompanying Practice Development Activities, you will be able to:
Conduct a fact-finding assessment to reveal a client’s hopes, dreams, goals and concerns
Apply different questioning techniques using open-ended questions
Discover the power of active listening and use these skills to assist with fact finding
Understand the importance of having a good system to keep accurate and complete records of client interactions for business and regulatory purposes
Both Members and Non-Members are entitled to view this webinar for FREE.
Ticket sales end Tuesday, October 11, 2022 at 12:00 P.M. (Eastern Time)
Register via: https://www.eventbrite.ca/e/392739573637