This module will help you layer structure over “soft skills” as you learn about best-in-class frameworks for acquiring new clients and anchoring existing clients.
With the digitalisation of financial services and the emergence of robo-advisory, client advisor needs to further differentiate their value to remain the preferred choice for their clients.
Along the journey of prospecting, onboarding, advising and periodic portfolio reviews, you will learn how to maximise these opportunities to deepen the client relationship for success.
Total Training Duration / CPD Hours: 15
Classroom Hours: 11
Online Hours: 4