Course curriculum

    1. Building Your Brand

    2. Building Your Brand Knowledge Quiz

    3. Speaking like a STAR

    4. Mastering Difficult Clients

    5. Mastering Difficult Clients Knowledge Quiz

    6. Developing Emotional Intelligence part 1

    7. Developing Emotional Intelligence part2

    8. Developing Emotional Intelligence Knowledge Quiz

    9. Critical Thinking Skills Part 1

    10. Critical Thinking Skills Part2

    11. Critical Thinking Skills Part 3

    12. Critical Thinking Skills Knowledge Quiz

    1. Networking For Success

    2. Networking For Success Knowledge Quiz

    3. Creating A Winning Mindset & Referral Worthy Experience

    4. The Art of Discovery

    5. The Art of Discovery Quiz

    1. Productive & Profitable Client Review Meetings Part 1

    2. Productive & Profitable Client Review Meetings Part 2

    3. Productive & Profitable Client Review Meetings Knowledge Quiz

    4. Successful Advisor/CSA Relationships

    5. Knowledge Quiz

    6. Conducting Successful Prospect Meetings

    7. Conducting Successful Prospect Meetings Knowledge Quiz

About this course

  • $450.00
  • 24 lessons
  • 6 hours of video content
  • Required Knowledge Quizzes

Discover your potential, starting today

Enroll today