Client Contact Center Training

Program topics include: Developing a deeper understanding of client’s goals, delivering advice beyond investing and converting service requests into other opportunities – all focused on helping financial advisors to deliver a world class client experience to retain clients, transition held away assets to the firm and deepen the relationship with the client.

There is virtual instructor led training that focuses on skill development practice then follow up coaching with the managers to reinforce key learnings. Each participant receives a best practices playbook.