Communicating with Clients

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Fundamental (2 items)

Fundamental (2 items)

Title/Description Format Length Client Ready CE Credits
The Financial Advisor's Guide To Active Listening

Learn how to improve your active listening skills and build stronger relationships with clients.

article 3 pages
The Five Steps to Active Listening Success

Use this simple 5-step active listening process to learn more about your clients.

article 3 pages
Title/Description Format Length Client Ready CE Credits
Discussing Fees with Clients: Emphasizing Services Instead of Stressing Value

Discussing fees with clients has never been easy. Whether it's a new relationship or an existing one, discover a new five-step approach to a successful and productive fee discussion.

whitepaper 8 pages
Engaging Clients through Marketing Planning
From REP.

Learn how to create an effective and actionable marketing plan, as well as how to execute it and ensure your efforts are generating an acceptable return.

article 2 pages
Managing Clients' Reaction to Risk

Get expert advice, printable tools, and sample money profiles to help improve communications with clients regarding risk.

video simulation
Managing Clients' Reaction to Risk

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Learn how to effectively manage client conversations about risk through the use of a video coaching simulation and supporting materials that will guide you in how to discuss market and portfolio risks, as well as lifelong investment strategies for your clients.

content kit 4 pieces
More Than Sympathy: How to Advise a Widowed Client
From HNW

Learn about how to advise a widowed client and their unique needs for the well-being of both your client and your practice – immediately and for the long term.

article 9 pages
Rebuilding Client Confidence: Choreographing Effective Client Interactions During Market Turmoil

Discover 4 key things you can do to help clients rebuild confidence in the wake of market volatility; includes data about wealthy financial decision-makers.

article 4 pages
Rebuilding Client Confidence: Self-Assessment Worksheet

Use this worksheet to evaluate your strengths and weaknesses against core consultative practices used by leading advisors. Identify areas for improvement.

article 3 pages
Six Alphas for Wealth Managers

Explore six sources of alpha that can serve as touchstones to help you understand—and communicate—the many specific ways you add value to existing and prospective clients.

article 5 pages
The Art of Discussing Fees

Examine effective strategies and tools for engaging in client conversations about fees. Get expert advice on how to conduct effective fee discussions with clients through video role plays that simulate advisor-client fee discussions.

multimedia Available
The Power of Two: Advising Couples
From HNW

Learn more about advising couples, including actionable advice expanding beyond the one-on-one meetings and allowing advisors to engage both partners effectively and appropriately.

article 8 pages
Title/Description Format Length Client Ready CE Credits
An Educational Resource Guide for Raising Financially Intelligent Children

Give clients this Money Smarts Resources Guide: a list of books, articles and websites to help parents prepare children for a financially sound future.

article 2 pages
Client Ready
Capitalizing on the HNW Women Opportunity: How to Connect with Your Clients

Learn more about the substantial economic power women are set to wield, and how listening and effectively communicating with women can dramatically impact your business.

whitepaper 8 pages
Communicating Value and Fees - Report

Learn how to better communicate with clients. Read this report, co-produced by State Street and The Wharton School.

research report 24 pages Available
Communicating Value and Fees - Survey Results

Get results of State Street and Wharton School survey asking advisors and investors about the value of financial advisory services.

survey results 12 pages Available
Communicating the Benefits of Lead Advisory Services to Clients

Learn how to communicate the benefits of working with a lead financial advisor to your clients so that you can step in to play this all-important role.

article 4 pages
Expanding Your Practice as a Lead Advisor

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New research from State Street Global Advisors and Knowledge@Wharton of the Wharton School at the University of Pennsylvania presents a new model for advising the mass affluent, taking a page from the playbook of ultra high-net-worth advisors. Become a lead advisor and learn how to coordinate all of your clients’ investments, reducing portfolio risk and increasing your value.

content kit 7 pieces
From Piggy Banks to Prosperity: How to Help Clients Raise Money-Smart Kids

Learn how acting as a resource and educator for parents seeking to raise money-smart kids can increase your value to clients.

whitepaper 7 pages Available
Gaining Client Insights: Incorporating Structured Interviews into Your Practice

Address more of your client's goals and objectives using the structured interview techniques and best practices demonstrated in this 6-part audiocast series.

audiocast 40:26 Available
Helping Clients Raise Financially Responsible Children

Download this 5-part podcast series to learn the benefits of—and techniques for—helping your clients transmit a legacy of financial literacy and responsibility to their children.

audiocast 41:22 Available
Helping Your Clients Raise Money-Smart Kids

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Learn how acting as a resource and educator for parents seeking to raise money-smart kids can increase your value to clients. Leverage client-ready materials available to aid in client conversations.

content kit 7 pieces
How Parents Can Raise Financially Intelligent Children

Give this article to parents looking for age-appropriate advice on raising money-smart kids.

article 4 pages
Client Ready
How to Respond to Clients' Life Changing Events

Get actionable advice on how to talk with clients experiencing financial stressful events—such as job loss, a family death, or managing a financial windfall—in this 5-part podcast series.

audiocast 54:21 Available
Listen Before Acting: Using Structured Interview Techniques to Create Client Satisfaction

See how structured interviews can help you improve investment recommendations and retain clients through all market cycles.

research report 5 pages
Raising Financially Intelligent Children: Ten Money Questions Your Kids May Ask You

Learn how to answer common -- and occasionally awkward -- questions children may ask about family finances. Know which words nurture healthy attitudes toward money.

article 5 pages
Silencing the White Noise: Helping Your Clients Navigate Market Volatility

Listen to Dr. James Grubman’s new approach to help clients manage today’s market induced stress and overcome what he refers to as “white noise” and decision fatigue.

video 40:32
Strangers in Paradise Charts a New Course for Working with Wealthy Families

Read an excerpt from wealth psychologist, Jim Grubman’s latest book on helping clients navigate wealth; illuminating the differences between wealth acquirers and inheritors.

article 3 pages
The ABCs of 123s: Raising Financially Intelligent Children

Show this webcast to parents who want to teach their children the money skills needed to build strong financial futures.

webcast 26:20
Client Ready
FINRA letter
The Whole Client Model Interview Guide

Use these sample interviews to profile your own clients and develop a more holistic view of their financial situations, objectives and personal goals.

article 4 pages

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