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Financial Advisor Orientation & Relationship-Building Guidelines (PDF)

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HIGHLIGHTS

Author: Karen Reitor, Communique Productions Inc

Immediate, digital download

File Type: 29-page PDF document

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.

DOCUMENT 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 [email protected] 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

ABOUT THE AUTHOR: KAREN REITOR, COMMUNIQUE PRODUCTIONS INC

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]

Karen Reitor, Communique Productions Inc has published 85 additional documents on Flevy.

DETAILS

This business document is categorized under the function(s): Organization, Change, & HR Orientation

It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 627.1 KB

Number of Pages: 29

Related Topic(s): Client Management

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Mar 11, 2020
Most recent version published: Mar 13, 2020

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