Date: Wednesday, March 25, 2020

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Edward Jones

Whether assisting clients with stock and bond investments, setting up 529 plans, or helping them address a range of other complex investment goals, a focus on your clients’ needs – rather than any one product – is paramount to their satisfaction. Achieving this can be difficult, but tapping into your soft skills is a must to win your clients’ trust and grow your business. 

Join this complimentary webcast to learn more about the non-financial skills you need to succeed. The event will focus on key topics including: 

• Client Communication: Discover how to be a good listener and use better communication to reduce complexity and guide decision making with timely and usable information
• Client Data Curation: Understanding the key pain points and goals of each client, not just the little details, so you can be proactive with planning strategies/suggestions at important times
• Service Overhaul: How to add specialized product knowledge and organizing services to your tool box (like healthcare planning for aging boomer clients, student loan debt management for Gen X and Millennial clients or “shoebox accounting”)

Request Free!