"Wealth Management (Level 2)" is designed to equip participants with comprehensive strategies and tools for effective client retention and business growth in the realm of wealth management. This course delves into developing nuanced approaches to retaining existing clientele, creating robust business transaction logs, understanding the intricacies of variable and deferred income, identifying longevity concerns, and structuring priority relationships. Participants will learn to conduct holistic evaluations of priority relationships, ensuring a deep understanding of client needs and goals. Through a blend of theoretical concepts and practical applications, this course aims to enhance participants' capabilities in managing wealth and fostering long-term client relationships.
Develop strategies to retain existing clientele.
Create a business transaction log.
Differentiate between variable and deferred income.
Identify longevity concerns in wealth management.
Define the structure of the priority relationship.
Conduct holistic evaluation for a priority relationship.
Wealth Management Professionals=Financial Planners:=Banking and Financial Services Professionals:=Investment Advisors=
