Leading With Proactive Advice During “Moments That Matter”

< Back to Home

,

When financial professionals lead with timely, personal and impactful advice, everybody wins – better client outcomes, and better organic business growth via increased loyalty, referral rates and share of wallet. Learn how to delight your clients – and prospects – during “Moments That Matter”, and how to use technology to advise:

• The right clients and prospects
• On the right topics
• At the right point in time
• In the right way

​Learning Objectives

Upon successful completion of this learning activity, you will confidently be able to:​

• Learn about the dozens of “Moments That Matter” on the life journeys of clients and prospects, including age-based milestones and life events
• Understand the many opportunities to be proactive in rendering personal, timely and impactful advice, and how proactive to be
• Appreciate that the mode of communication matters and how to best identify a client’s or prospect’s preferred communication style

Presenter

Philipp Hecker, MBA

CFP^® CE Credit

This content is eligible for one hour of CFP^® continuing education (CE) credit.

If you hold the CFP^® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP^® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one hour of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

Please Rate This Course

After you’ve finished this learning, let us know what you think by providing a star rating. Here’s how to submit your star rating:

1. Click on “Write a Review”
2. Next to Rating, click on the number of stars you rate the course
3. Click on “Submit a Review”