Advisor Development Program

Get Started. It's Free
or sign up with your email address
Rocket clouds
Advisor Development Program by Mind Map: Advisor Development Program

1. Technical Applications

1.1. WMF

1.2. Dataphile

1.3. Calculators and FP Tools

2. Practice Efficiency

2.1. Householding

2.1.1. New node

2.2. Segmentation

2.2.1. New node

3. ATBIS Onboarding

3.1. History, Culture & Values

3.2. Strategies and Business Plan

3.3. Investment Philosophy

3.4. Who's Who and Teams

4. Delivering the Dream

4.1. Creating a Meaningful Client Experience

4.1.1. Engage Me

4.1.2. Understand Me

4.1.3. Show Interest in Me

4.2. Helping Clients Become Better Investors

4.2.1. Using story and metaphor to make complex simple

4.3. Providing Expert Advice

5. Partnerships

5.1. Strengthen Branch Partnerships