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ABA Financial Advisor Assessment
Overview | In-Bank Training Programs
ABA Professional Development Custom in-bank Training has designed a proprietary process that pinpoints the exact training your wealth management team needs to become preferred advisors.
The objective of the assessment is to identify possible gaps in professional knowledge that might affect a team's ability to serve their clients in the best possible way. The Assessment measures the advisors' confidence in their combined abilities to deliver a wide range of bank services that exceed client expectations and contribute to organizational success.
What this diagnostic process delivers:
- Measures current competencies and desired ability level
- Accurately pinpoints necessary training
- Allows our team of experts to customize training for your staff's needs
- Provides measurable results of training
- Ensures cycle of continuous improvement
- Positions your staff apart from the competition
What you'll learn:
- Your staff's level of ability and confidence
- The exact training needed to take your team to the next level
- A process to ensure ongoing improvement
Attract and retain your high net worth clients by establishing your bank's Wealth experts as Trusted Advisors. ABA Professional Development has customized wealth training that expertly prepares your staff and sets them apart from the competition.
Related Offerings:
- ABA's Wealth Advisory and Personal Trust Series
- In-Bank Trust School
- Personal Trust Curriculum - Level One
- Personal Trust Curriculum - Levels 2 and 3
Contact us today and let us provide training to fill the gaps between core staff competencies and necessary skill proficiency - the key to aligning Talent Management with your bank's business goals.
