Dates and location
Hours
Dates and location
Hours
Description
Networking, prospecting, and converting leads together is a cyclical and continuous process that financial advisors need to establish and master to build and grow a successful business.
This course puts the processes of networking, prospecting, and pipeline management into the context of a broader wealth management client-advisor journey and explains in a step-by-step way how you can find what ways of networking work best for you. By showing you a structured process for what often feels like a broad task, we will teach you how to continuously grow your business.
Topics Include:
- Your Value Proposition and Credibility Statement
- Building and Managing Networks
- Prospecting for High-Quality Clients
- Converting Prospects to Clients
Related Courses
Key Takeaways
Upon completing this course, you will be able to:
- Create and manage strong professional networks.
- Prospect for high-quality wealth management clients.
- Build and manage a sales pipeline.
- Identify strategies for building long-term relationships with clients and retaining them.
- Create a business development plan.
Who Will Benefit
This course is for current or aspiring financial planning and wealth management professionals who want to develop their networking, prospecting, and pipeline management skills for managing and growing a successful business.
Prerequisite(s)
Before taking this course, participants should have a foundational understanding of Financial Planning and Wealth Management.
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.