Dates and location
Hours
Dates and location
Hours
Description
Client discovery is the meeting in which an advisor presents themselves formally in a professional setting, likely for the very first time. Advisors invest time in networking and prospecting, and when a warm lead develops, requesting a discovery meeting is the opportunity to convert the prospect into a paying client. Mastering this meeting is essential to building your book of business.
This course explains the importance of the discovery meeting, how to make sure the request for one is well received, and when it is, what steps to take so that you are showcasing yourself in the best professional light possible.
Topics Include:
- Client Discovery Meeting Overview
- Client Discovery Meeting Outcomes
- Essential Skills for Successful Client Discovery
- Discovery Information
Related Courses
Key Takeaways
Upon completing this course, you will be able to:
- Explain why client discovery meetings are a crucial step in the client-advisor journey.
- Create a playbook of templates and materials you send clients for each step of client discovery—from requesting the meeting to following up.
- Describe how to successfully manage prospective client objections that commonly arise during discovery meetings.
Who Will Benefit
This course is for current or aspiring financial planning and wealth management professionals who want to master the crucial step in the client-advisor journey where a prospect can be converted to a paying client.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Meeyeon Park, VP, FPWMP, lived in Toronto for ten years where she worked in traditional financial services roles such as investment banking and portfolio management. Before joining CFI, Meeyeon was on a mission to find a professional career that felt more tangible, meaningful, and impactful. In her search for more, she switched gears from investment banking and explored career paths in applied finance within a large global consumer corporation, and also consulted at an impact venture capital firm before finding the CFI team that brought her back to her home of Vancouver, BC. Meeyeon is a keen lifelong learner in every way and her passion to help young people acquire the skills and knowledge they need to succeed was a natural fit for CFI. As the VP of Private Wealth, Meeyeon brings real-world experience in capital markets and corporate finance to the FPWMP program.