Overview
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:
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.Networking, Prospecting, & Converting Leads
Led by Mark R.
Level 2
Approx 1.5h to complete
100% online and self-paced
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
Your Value Proposition and Credibility Statement
CFI FPWM Advisor-Client Journey
Building and Managing Networks
Importance of Networking in Wealth Management
Free Preview
Strategies for Effective Networking
Interactive Exercise 1
Identifying Networking Opportunities and Platforms
Interactive Exercise 2
Developing a Network of Professional and Referral Sources
Leveraging Social Media for Networking
Networking Demonstrations
Converting Prospects to Clients
Course Summary
Qualified Assessment
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Financial Planning & Wealth Management (FPWM)™ Certification
Networking, Prospecting, & Converting Leads is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 28 courses.
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
What our students say
Excellent Experience
CFI is the best platform for both students and learning professionals.
CFI is the best platform for both students and learning professionals.
Yaseen Ghori
Amazing
Highly recommended for any professional who wants to stand out from the massive competitive pool of finance pros.
Highly recommended for any professional who wants to stand out from the massive competitive pool of finance pros.
Kingsly Ako Enoh
I love the course Networking Prospecting Converting Leads
An interesting way of teaching
An interesting way of teaching
Kassahun Kumalo
Networking is the key
Love it. This course is helping me on how to develop my soft skills especially in terms of networking and communication which are vital in the finance industry
Love it. This course is helping me on how to develop my soft skills especially in terms of networking and communication which are vital in the finance industry
