Jan 08, 2024
Training advisors to ask the right questions
Fact-finding and relationship-building can be tricky processes. Help your advisors remove some of the guesswork from these situations by training them on the best ways to interview clients. Vincent Gan, ChFC, CLU, teaches team members how to make conversation in five critical areas that are necessary to secure a client's trust.
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Harvard ManageMentor®
When you’re at your best, so are your advisors; and when your advisors are at their best, so is your business. Continue to grow with courses covering everything from foundational leadership skills to the latest business insights.
