Asset Management 201 – Building the Financial Advisor Relationship
I helped RVPs (Regional Vice-Presidents) to develop their relationship-building and coaching skills regarding their interactions with their Financial Advisors.
In designing this course, I had to become familiar with the products and processes the FAs worked with and what their major challenges were in dealing with prospects and clients.
I also worked directly with the learners as a facilitator and coach, and had the additional role of being an internal coach to the program’s other facilitator/coaches, to help them further develop their own skills in serving the client.
Project Lead: e-roleplay