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Mastering Relationship Management Course


Product Details

Mastering Relationships is the key to organic growth
Increasing AUM from existing clients, referrals and strategic partnerships are the 3 main facets of organic growth. 

While every member of your staff and every client interaction is part of the relationship, a properly trained relationship manager is key! 

The course will cover:

  • Inbound Lead Generation
  • Personal Relationship Development
  • Client Relationship Development
  • Becoming the Trusted Advisor
  • Becoming the Family Advisor
  • How to Keep Assets from Flying
  • Lead Development
  • Contact Management Marketing
  • So much more!

You’ll have access to the course for every member of your team for 12 months.