AdviserQuest has launched a new professional development (PD) program to tackle the gap between financial advisers’ technical expertise and client relationship skills, and deepen their relationship with their clients.
The PD program will be made up of two academies — which will focus on developing new advisers’ skills in engaging with their clients and broadening existing advisers’ relationships with their clients.
“The biggest advantage of the adviser finishing schools is that it reduces the time required for new advisers to acquire client facing skills. They don’t have to wait three to five years anymore to have a polished presentation and confidently engage new clients,” said director of AdviserQuest Leyla Banaei.
There would be a much quicker return on investment and profit in the first three years of an adviser’s practice, Banaei said.
The programs can be run in-house with dealer groups and will start in August.
