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所在平台: Udemy |
课程主页: https://www.udemy.com/course/financial-advisor-training-get-your-clients-to-save-more/
课程评论：没有评论
**课程名称：** 财务规划：帮助您的客户储蓄更多 **课程概述：** 本课程旨在帮助财务顾问掌握关键技能，引导客户更有效地储蓄。课程认为，客户的消费欲望和生活目标需要资金支持，而缺乏清晰的资金来源会让客户缺乏行动的信心。通过帮助客户创建有效的预算，顾问可以帮助客户实现两个目标： 1. **发现资金来源：** 帮助客户了解他们的实际财务状况，判断他们是否真的如自己认为的那样“现金短缺”。 2. **提升客户心理状态：** 这是许多财务顾问容易忽视的关键点。当客户对自己的财务状况感到满意时，他们会更愿意储蓄。本课程教授如何以一种积极的方式呈现财务规划，激励客户养成负责任的消费习惯，并创建一份对客户和顾问都具有吸引力的预算。 **课程的价值：** * **不仅仅是预算：** 课程内容远不止于简单的预算制作。 * **实操方法：** 课程邀请了 Jason Teteak 和 Karl Dettmann，Karl 将分享他如何在实践中挖掘客户的消费痛点，如何弥合夫妻间的财务压力，以及如何提供有效的“预算”解决方案。 * **提问技巧：** 您将学会如何提出正确的问题，促使客户积极行动并改变思维方式。 * **提升客户生活品质：** 最终目标是帮助客户过上更好的生活。 * **提升顾问业绩：** 课程的方法直接有助于顾问的业务增长（“This rings your cash register.”）。 **核心内容：** * 学习如何将客户的财务状况描绘得让他们感到满意，从而促使他们做出财务上的积极改变。 * 掌握挖掘客户消费习惯中的“痛点”并提供解决方案的技巧。 * 学习如何处理伴侣间的财务分歧，并将其转化为预算的驱动力。 * 通过有效的提问引导客户形成正确的财务观。 **学习成果：** 完成本课程后，您将能够更自信、更有效地帮助客户理解并掌控自己的财务，引导他们实现储蓄目标，并最终提升他们的生活品质。同时，这些技能也将直接转化为您财务顾问事业的成功。
Your clients have the desire to want and do lots of things, but those things take money. If a client doesn't see where the money is going to come from, then he won't feel confident enough to act. When you help clients create a budget that works, you help them accomplish two things. First, you are helping the clients find the money. You are helping the clients discover whether they are really as cash strapped as they think they are.Secondly, you are helping the clients from a psychological standpoint. This is the part that most financial advisors miss out on.People save more money when they feel good about what they are doing with their finances. This program teaches you how to paint your prospects and clients in a way that gets them to be financially responsible and have that manifest itself in a very cool-looking budget for them, the clients, and you, the advisor. This rings your cash register. It's not just about creating a budgetDon't let the title of this course fool you. We're not just creating a budget here. This program includes Jason Teteak and Guru Karl Dettmann. Karl will show you exactly what he does in his practice to uncover your clients spending pain points, how to bridge the marital stress gap, delivering a "budget" solution, and more. You'll learn how to ask the right questions to get your client acting and thinking the way they need to. This is how we help our clients live better lives.
