What Every Advisor Needs to Know to Be Successful 2024 | American Bankers Association (ABA) | 22 April 2024 | Webinar
Venue
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| Event Date |
Tue Apr 23 UTC (8 months ago)
In your timezone (EST): Mon Apr 22 8:00pm - Mon Apr 22 8:00pm |
| Location | Webinar |
| Region | All |
Details
Avoid common mistakes advisors can make with their clients and careers. In this webinar, discover 3 things you need to know to be successful when working with clients and building your career.
Discussion Highlights
• The two types of trust an advisor needs to foster with prospects and clients
• The role of emotional intelligence in building a successful client experience
• How to differentiate yourself from the competition
• Common mistakes new advisors make and how to avoid them
• Tactics to uncover your client’s money mindset and its impact on their finances
Audience
• Wealth management professionals: advisors, managers, officers
• Trust professionals: managers, advisors, officers
• Estate planning professionals
• Private bankers
• Tax and financial professionals
Speakers
2024 Speaker
Kathleen Burns Kingsbury
Wealth Psychology Expert, Author & Coach, KBK Wealth Connection