Proactive Relationship Management Lab for Wealth Management
Provides wealth management professionals with training to deepen relationships with their clients and improve cross-selling.
Proactive Relationship Management Lab for Wealth Management
Teaches retail bankers working with portfolios of high-value clients how to provide extraordinary, differentiated service resulting in increased client retention, wallet share and revenue.
In specific, the Lab teaches bankers how to:
- Deepen relationships with clients by better understanding their financial needs, goals and objectives
- Provide customized recommendations using the firm’s full spectrum of products and services
- Anticipate and overcome client objections, close, and then follow-up and follow-through to provide seamless service and exceed client expectations
- Increase referrals received from new and existing clients