Networking, Prospecting, & Converting Leads

Networking, Prospecting, & Converting Leads Overview

Networking, prospecting, and converting leads together is a cyclical and continuous process that financial advisors need to establish and master to build and grow a successful business.  This course puts the processes of networking, prospecting, and pipeline management into the context of a broader wealth management client-advisor journey and explains in a step-by-step way how you can find what ways of networking work best for you. By showing you a structured process for what often feels like a broad task, we will teach you how to continuously grow your business.   

Networking, Prospecting, & Converting Leads Learning Objectives

• Create and manage strong professional networks
• Prospect for high-quality wealth management clients
• Build and manage a sales pipeline
• Identify strategies for building long-term relationships with clients and retaining them
• Create a business development plan

Recommended Prerequisite Program

This preparatory program is optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

 Becoming a Financial Planning & Wealth Management Professional

Who should take this course? 

This course is for current or aspiring financial planning and wealth management professionals who want to develop their networking, prospecting, and pipeline management skills for managing and growing a successful business. Whether you are or aspire to be an advisor at a large firm or to start your own wealth management practice, this course teaches the foundational skills you need to establish your market presence.