Description
Learn to get the best from Millennial Investors with this 4 hour course
What you will learn
- Describe how to be to be less transactional in the advisory process and gain trust along the process, through powerful listening skills
- Describe how millennials are “different” (without stereotyping and generalising too much) and describe how to communicate with millennial High Net Worth Clients in the way that they would like to be communicated with
- Utilise a powerful model called the “Questioning Structure” in order to ascertain the needs of millennial - and other - private banking clients and in order to help to reinforce those needs in the minds of clients and prospects
- Describe the private bank and its different services in the language of the client, in order to obtain new clients for the bank, or a larger wallet-share (assets under management) from existing clients
- Overcome any resistance from millennial client
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