Keys for Developing the Competencies of Front-Line Financial Advisors

The landscape in which financial advisors must compete to earn the business of consumers is more competitive than ever.  In this integrated marketplace, small and large Financial Services firms are competing to offer integrated, holistic solutions to their client-base.  This leads to the dilemma ALL financial services firms are striving to solve:

  • How do we effectively develop the competencies of our financial advisors?
  • How do we provide targeted, role-specific financial education helping our front-line advisors compete in this marketplace?

Watch the following video from Managing Partner, David Greene, to learn more about how the leading financial services firms are developing the competencies of their wealth professionals and how this is relevant to small advisory firms.