Agile Learning for Wealth Management – Tool Kit

To provide the best client experience in today’s fast-moving wealth management industry, financial advisors need to articulate the value of their firm, products, and strategies during every client conversation—but constant market disruptions present challenges for advisors trying to speak intelligently to client concerns and fears.

That’s why top-performing firms like Nationwide, LPL, and AXA use agile learning and readiness technology to unlock organic growth by equipping advisors with the knowledge and tools needed to transform the client experience and manage their practice more efficiently.

This kit reviews the basics of agile learning and readiness software, and provides the evaluation tools and resources wealth managers need to get started.

Specifically, within the kit you’ll receive:

  • Video: Financial Advisors Transform the Client Experience by Sharing Best Practices through Video
  • Video: Practice Makes “Perfect” by Paving the Way to Excellence
  • Case Study: Using Technology to Transform Learning at Premier Wealth Management Firms
  • eBook: Six Vital Questions for Evaluating Sales Learning Success
  • Checklist: How to Evaluate Modern Learning Platforms

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