Advice Pathway

This training module will provide you an understanding about the journey of a client with Freedom Finance and different stages of the process. Completion time - approximately 10 minutes

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Course curriculum

1
Journey of Advising
- Welcome to "Adviser Pathway"
  FREE PREVIEW
- Know your Clients' journey
  FREE PREVIEW
2
Stage 1 - Prospect and Make Me Aware
- How to create a prospect and awareness in client?
  FREE PREVIEW
3
Stage 2 - Engage Me
- How to engage the client in the process?
  FREE PREVIEW
4
Stage 3 - Advice Me
- What is the process of advising the client?
  FREE PREVIEW
5
Stage 4 - On-board and Implementation
- How to implement the client on-boarding process?
  FREE PREVIEW
6
Stage 5 - Support, Report and Ongoing Services
- How to support the client through ongoing services?
  FREE PREVIEW
7
Test Your understanding
- Quiz
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