FACSC℠
Financial Advisory Client Service Certificate Program
Lesson Catalog
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Attention To Detail
Course • 2 lessonsThe Key To Accuracy And Excellence
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Developing Emotional Intelligence
Course • 3 lessonsEmotional intelligence (EI) is the ability to recognize and manage our emotions, behaviors, and impulses, as well as apply this knowledge to the world around us.
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Conducting Successful Prospect Meetings
Course • 2 lessonsA good start with a prospect is key to converting them to a client and building a long term successful relationship. And perhaps nothing is more important then a good first meeting. Learn to prepare for and conduct an effective prospect meetings.
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Become A Prioritization Pro
Course • 1 lessonSuccessfully and accurately completing your daily tasks lies in your ability to properly prioritize those tasks. Teresa Riccobuono, CEO of Simply Organized, explains the What, When and How's of becoming a Prioritizing Pro.
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Fast Facts-Retirement Distribution Rule 72(t)
Course • 1 lessonThe IRS code allows the ability for distributions from qualified assets under Rule 72(t). Understanding both what a 72(t) distribution is and how to set one up without running afoul of IRS rules is critical.
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Fast Facts-Exchange Funds
Course • 1 lessonExchange Funds are a unique strategy sometimes utilized by high net worth clients. Understanding the complexities of these products will help build trust and confidence with your top clients.
