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Financial Advisor Orientation & Relationship-Building Guidelines (PDF)

File Type: 29-page PDF document

#2 in Client Management $55.00

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BENEFITS OF DOCUMENT

Provides a framework for establishing meaningful Financial Advisor - Client relationships.
Proposes Advisor standard weeks to ensure Client Care and asset growth.
Proposes documentation and debriefing steps as integral to the entire process.

DESCRIPTION

This product (Financial Advisor Orientation & Relationship-Building Guidelines) is a 29-page PDF document, which you can download immediately upon purchase.

These specific guidelines provide a framework/structure that helps to establish or enhance an approach to financial advising that facilitates productive Client partnerships where trust, integrity and transparency are priorities. Included here are:

• Client categories where Advisors evaluate where best to spend time and energies.
• Ideal client characteristics and ideas for acquiring new clients and building business.
• Recommended approaches for obtaining referrals and associated scripting.
• Recommended Advisor weekly activities.
• The value provided by Advisors to build confidence in the minds of Clients and to substantiate fees/costs and ensuring pricing integrity.
• Communicating costs/fees to Clients.
• Planning interactions in advance to facilitate relationship-building.
• Planning an investment approach.
• Getting the most out of Client interactions.
• The ideal debrief and follow-up action items.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Client Management PDF: Financial Advisor Orientation & Relationship-Building Guidelines PDF (PDF) Document, Karen Reitor, Communique Productions Inc

$55.00

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OVERVIEW

File Type: PDF

(PDF)

File Size: 627.1 KB

Number of Pages: 29

Current version published: Mar 13, 2020

ABOUT THE AUTHOR

Author: Karen Reitor, Communique Productions Inc

Additional documents from author: 85

Since 1985, Communique Productions has worked with over 175 clients and completed over 3000 talent development and management consulting projects. Karen Reitor, President and Founder, is a Certified Management Consultant and a Certified Professional in Learning and Performance. [read more]

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