Demonstrating Your Value in a New Era

By AGF Management Limited

Learn how to communicate your value in an era of insight and perspective.

Clients are seeking greater meaning and purpose now, and, as a result, advisors must learn to have different conversations. Instead of appealing to clients’ intellectual, rational sides with discussions about financial expertise or returns, advisors must connect emotionally. This course will teach you how to have “second-level” conversations with clients to create that meaningful connection.

Leading those conversations starts with embodying a personal message that either challenges or anchors a client’s beliefs. The client then sees new possibilities, and you effectively demonstrate your value.

By taking this course, you’ll learn:

  • the mistakes advisors make when communicating their value
  • the decision-making process clients use to choose an advisor
  • key insights to implement immediately to uncover your personal mission and to have deeper conversations
  • steps to transition form equating returns with value
  • how to quantify and market your value

Sara Gilbert is a credentialed business coach with wealth management designations and certification in neuro-linguistic programming. She helps service-based entrepreneurs transform their businesses by helping them develop a growth mindset, implement efficient processes and execute effective marketing strategies.

In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability. 

Demonstrating Your Value in a New Era

Accreditation Details

Accreditation body
Competency
Credits

The Institute

Product Knowledge

--

Practice Management

1.00

Financial Planning

--

IIROC Cycle 9

Compliance

--

Professional Development

1.00

OCRCVM Cycle 9

Développement professionnel

1.00

Comportement

--

Alberta Accreditation Committee

Life Insurance

1.00

MFDA

Business Conduct

--

Professional Development

1.00

FSRA

Life and/or A&S

1.00

FP Canada

Professional Responsibility Credits

--

Product Knowledge Credits

--

Practice Management

1.00

Financial Planning

--

Course Type:

Video

Passing Grade:

9/12 (75%)

Categories:

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER