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Home > Learning > Courses > Private: Leveraging CRM To Enhance Client Relationships (CRMS) > CRMS Curriculum
Leveraging CRM to Enhance Client Relationships is delivered in a blended format comprising of 6 hours of eLearning, covering the essential aspects of CRM2, and a 1-day seminar focusing, through lecture and role-playing, on the key elements of effective communication and tips on handling difficult conversations with clients. The goal of the course is to provide advisors with skills that will allow them to interpret client’s verbal and non-verbal cues, handle difficult conversations and articulate a clear value proposition that can help turn a situation where the client may be at risk of leaving, into one where advisors not only avert this possibility but build an even stronger relationship.
By completing the eLearning and attending the seminar, advisors will review:
Advisors will be well-positioned to reinforce the professional nature of their relationships with clients by openly and confidently discussing conflicts of interest, charges, and performance and reinforcing the value-added services that are often not immediately recognizable to clients.