Financial Advisors Build Expertise Through Leadership Training
Services Used
About This Project
The strategy you use to manage your money has a measurable impact on your quality of life, and a direct influence on the most important decisions you’ll make.
Knowing the critical role financial advisors play in the lives of their clients, how does a financial services industry leader develop its advisors to become the trusted advisors and experts their clients need?
Solutions
AllenComm coordinated with our partner to develop an award-winning leadership training designed to elevate skills, teach critical decision-making for problem-solving, and create the ultimate learning library for financial advisors over a wide span of topics and specialty areas.
Our team created an interactive, media-rich curriculum that provided a cognitive apprenticeship of real-world skills needed both generally and to provide more specialized services. We provided leadership training to elevate advisors to the role of a family CFO through learning, practice, and performance support using web-based training, a digital action planner, and other support tools.
Results
- Elevated Family Wealth Advisor expertise
- Increased client engagement
- Reduced client attrition
- Increased wallet share
Testimonial
“This training has been well received at all levels of our organization. We are getting feedback that this training takes the learner experience to the next level. Learners love the fact that they have the opportunity to interact with our customers earlier in their training journey. One of our main objectives was teaching our specialists to be resourceful, and this training does just that!”
