Behavioral Coaching When Your Clients Need It Most

By Vanguard - CETFA

Now, more than ever, it’s important to empathize with your clients and be the voice of reason they trust so they remain properly invested during uncertain times.

 

Behavioral Coaching when your clients need it most will deliver best practices to help you be that trusted voice and offer practical ways to apply the Vanguard Advisor’s Alpha® behavioral coaching concept into your client conversations. It covers:

  • Focusing on the human elements of advice.
  • Explaining the importance of a written financial plan to clients.
  • Implementing an effective behavioral coaching process.
  • Building relationships, trust and referrals from your business.

Behavioral Coaching When Your Clients Need It Most

Accreditation Details

Accreditation body
Competency
Credits

IIROC

Compliance

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Professional Development

0.75

Course Type:

PDF

Passing Grade:

3/5 (60%)