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In this course, explore characteristics of an Exceptional Advisor® and how to communicate the value of your expertise and ethics based on research by AbsoluteEngagement.com.
Exceptional Advisor: Communicate Your Value & Build Client Engagement Course
$195, Signature: $146.25, Elite: $117
Your certification differentiates you from other advisors, but are your prospective and current clients aware? Discover the characteristics of an exceptional advisor by uncovering and understanding the traits that clients consider important. Use the tools provided in the course to write plans for better communicating your value.
Credit Information
5
Description
Content is divided into 5 modules:
Module 1: Client Research on What Makes an Exceptional Advisor – Analyze the Exceptional Advisor model based on research by Investments & Wealth Institute and AbsoluteEngagement.com. Learn the factors that drive client engagement. Create a plan to survey clients about what they value and to determine engagement levels.
Module 2: Understand What Clients Need and Want– Develop a plan with strategies to survey clients to better understand how to best engage them in the advisor-client relationship.
Module 3: Build Your Personal Brand Integrity by Acting Ethically– Develop a plan with strategies to communicate the ethical standards an advisor must meet for their clients. Learn the Code of Professional Responsibilityand apply the ethical principles to a variety of ethical dilemmas.
Module 4: Provide Meaningful Guidance – Determine a core services list and associate services with client support and individual/family needs.
Module 5: Demonstrate Advanced Knowledge– Learn how to build trust and credibility by communicating the advisor's knowledge and professional competencies. Develop a plan with strategies to communicate the value of your advanced credentials.
Module 2: Understand What Clients Need and Want– Develop a plan with strategies to survey clients to better understand how to best engage them in the advisor-client relationship.
Module 3: Build Your Personal Brand Integrity by Acting Ethically– Develop a plan with strategies to communicate the ethical standards an advisor must meet for their clients. Learn the Code of Professional Responsibilityand apply the ethical principles to a variety of ethical dilemmas.
Module 4: Provide Meaningful Guidance – Determine a core services list and associate services with client support and individual/family needs.
Module 5: Demonstrate Advanced Knowledge– Learn how to build trust and credibility by communicating the advisor's knowledge and professional competencies. Develop a plan with strategies to communicate the value of your advanced credentials.
To complete, you must view each of the module's content and successfully pass a quiz. The course provides 5 hours of continuing education (CE) credit for CIMA®, CPWA®, and RMA® certifications, including 1 ethics credit, and 4 hours of CE credit for CFP® certification. CE credit is awarded at one time, upon final completion of the course.