Course outcome Curriculum Inclusion Advice from trainer Description Review Instructors

Course outcome

How to differentiate between a Financial Advisor and a Wealth Advisor.
The power of being client-centric and developing meaningful relationships.
Techniques to position yourself as a Transformation Agent for clients.
Insights into the “Power of 78” and its role in wealth advising.
Strategies to become an Opportunity and Progress Multiplier in your clients’ lives

Curriculum

5 Modules • 17 Lectures • Total Length : 02:30:19

What Is Success? 3 Lectures • 00:22:13

Purpose & Vision 2 Lectures • 00:12:45

Different Forces For Change 3 Lectures • 00:07:26

Entrepreneur 1 Lectures • 00:08:30

Who Is An Entrepreneur? 00:08:30

The Formulas To Win In Uncertain Times 8 Lectures • 01:39:25

This course Includes

Duration : 02:30:19
Certificate of Completion

Advice from trainer

Being a True Wealth Advisor demands a shift in mindset, actions, and approach. Focus on serving clients holistically, building transformational relationships, and becoming a catalyst for their financial and life success.

Description

"Be a Successful Wealth Advisor" is a transformative 3-hour course by Financial Services visionary Santosh Nair. It redefines wealth advising, moving beyond financial management to creating meaningful client transformations.

Learn the 5 Formulas to Win in Uncertain Times, including:

Building client-centric relationships.
Becoming a Transformation Agent.
Mastering the role of a True Wealth Advisor.
Unlocking the “Power of 78.”
Multiplying opportunities and progress for clients.

This course guides you from being a Financial Advisor to a True Wealth Advisor and, ultimately, a Life Advisor. Perfect for financial professionals ready to elevate their careers and impact.

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Review

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Instructor

Santosh Nair

12 Reviews

13 Followers

48 Courses

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This course includes

Duration: 02:30:19
Certificate of Completion

Code Applied : Globel10

Be a Successful Wealth Advisor

Course outcome

Curriculum

This course Includes

Advice from trainer

Description

Student Feedback

No Feedback yet

Review

No Review yet

Instructor

More Courses by Instructor

Last Update : 19 Oct 2024 04:50 AM

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Last Update : 19 Oct 2024 04:50 AM

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Last Update : 13 Nov 2024 11:54 AM

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