Pathways to Growth - Unlocking Growth: Prospecting for New Clients

Sponsored by Capital Group | American Funds

Financial advisors want to deepen relationships with their clients and help them focus on and reach their personal goals. An issue faced today is having more time and energy to dedicate to clients in a meaningful way. This program helps clients by renewing their advisor’s focus on the  brand connection to their needs. 

Learning Objectives: 

• Advisors will learn to articulate why they do what they do to help clients better understand how he/she is working to help them achieve their goals
• Provide advisors with the framework to connect with new and existing clients to build a better understanding to support their  client engagement.
• Provide advisors alternative nonverbal  communications with clients to assure their relationship is about the client and their needs.