PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

Learn about the importance of taking a full family approach to financial planning by creating multi-generational relationships within a client’s family. This webinar will educate you about the importance of financial advisers to take a full-family approach, creating multigenerational relationships within each client’s family. We’ll discuss industry research, statistics and trends, while sharing actionable steps to help you start building deeper, and more meaningful relationships with your clients and their families.
 

Level of Complexity: Overview - General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject


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Course Objectives
  • Actionable tips and solutions to start building deeper and more meaningful client relationships.
  • Demonstrate how a planner can develop a relationship of honesty and trust in client interaction.
  • A full understanding of the benefits to creating and nurturing multigenerational relationships.
Course Information
Date Presented:
July 18, 2018 2:00 PM Eastern
Length:
1 hour
Registration Fee:
Free
July 18 - Everplans
Speaker Information
Harris Scher  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
Products
This course is no longer available for purchase.