Wealth Management Academy
Program topics include: Conducting a practice segmentation, forming referral alliances with COI’s, engaging their clients next gen, gaining personal introductions, and using social media and strategic networking.
The goal of this program is to help financial advisors deepen, expand and leverage their relationships with their clients while at the same time attracting more households that fit their ideal client profile.
There is a virtual instructor led training that focuses on skill development practice then follow up coaching and sustainment e-coaching to reinforce key learnings. Each participant receives a best practices playbook.