Building A High Performing Advisory Team
Discover the traits of top-performing advisory teams with Coach David Leo. Learn to deliver exceptional client experiences and achieve greater success.
Course curriculum
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Characteristics of Successful Advisors
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The Modern CSA's Strategic Role
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Client Relationship Management
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Reinforcing High-Value Advisor Characteristics
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Defining Team Roles
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Creating Time To Enhance Client Relationships
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About this course
- Free
- 6 lessons
The Employee Training & Development Program For Independent Financial Advisors
Additional Programs
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FACSC℠ Level II
Course$400- FACSC℠ Level II builds on foundational skills to help experienced client service professionals enhance knowledge, communication, efficiency, and judgment—empowering them to take on more responsibility and deliver greater value.
$400
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Managers & Supervisors Skills
Bundle$ 450- Essential skills, techniques, and strategies vital to successfully manage and supervise financial advisory team members. Ideal for newly promoted team members.
$450
