Wealth Planning Learning Solutions
Effective learning solutions to allow advisors to drive
business growth through the financial planning offering.
INSTRUCTIONAL DESIGN FACILITATION eLEARNING
Our targeted training solutions address the mastery of needed skills in wealth management. Focusing on a financial planning business process, NaviPlan® software is integrated into the sales process.
Retention, Extension, Consolidation, and Growth of Client Base.
- Cement existing relationships
- Surpass competitors
- Expand products held
- Expand services contracted
- Of assets
- Of financial products & services
- New clients by referral
- Through planning offering