Work with our team to prospect and manage clients.
Building trusted relationships and knowing your client is one of the things that makes a good wealth manager. It’s also critical to offer the right investment advice at the right time that takes into account a client’s circumstances. Growing and refining these skills are key to becoming a trusted advisor for the long-term. The modules in this course focus on understanding core wealth management skills like communication, organisation and technical knowledge, and how they must be paired with soft skills to help clients grow and protect their wealth as well as meet their key financial goals.
This program is self-paced. It takes approximately 5-6 hours to complete.
Skills Learned:
- Assessing Client Suitability
Address and understand a prospect’s personal circumstances and objectives to decide if they would be a suitable wealth management client for Goodbody.- Data Gathering
- Professional Communication
- Financial Basics
- Critical Thinking
- How to Prospect after a Networking Event
Understand how to convert networking or prospecting opportunities to real business transactions.- Communication
- Prospecting
- Networking
- Sales
- Asset Allocation and Application
Understand asset allocation and its application to individual client circumstances.- Asset Allocation
- Sales
- Critical Thinking
- Applied Theory
- Planning and Time Management
Learn how to manage your time efficiently and assess prospecting prioritisation.- Time Management
- Project Planning
- Prospecting
- Communication
- Effectiveness
- Finish Line
