FOX E-LEARNING COURSE
Advisor Development 101
Course Length: 3 Modules | Video: 2 hrs 5 min | Application: 6 hrs
COURSE AT A GLANCE
The advisor of the future must understand the fundamentals of human capital and become skilled enough to facilitate and coach their clients through major life transitions that require more than financial skills. Through a connected sequence of three comprehensive learning modules, this course will equip the early- to mid-career advisor and family office professional with the qualitative skills necessary for increasing responsibilities with both their clients and colleagues. These skills are essential to build trust and rapport and to navigate the increasing complexities of working with families of wealth.
INTENDED AUDIENCE
Early to mid-career advisors who work in single-family, multi-family, and specialty firms focused on family-owned businesses and family enterprise.
This e-learning course is a pre-cursor for those who desire to attend the FOX Family Advisor Training Program.
COURSE INCLUDES
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Module 1: Effective Communication
30 min Video
|
1
hr
45 min
Reading & Exercises
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Gain a comprehensive understanding of the importance of self-awareness and how that relates to effectively communicating with clients and colleagues. Improve your emotional intelligence and develop confidence using active listening techniques to navigate professional and client relationships. The skills and techniques learned will prepare the advisor for increased responsibilities and complexity, while also building a firm foundation of trust with colleagues and key stakeholders involved in the client engagement process.
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Module 2: Maximize Interpersonal Skills to Grow Your Influence
30 min Video
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1
hr
35 min
Reading & Exercises
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Build upon your understanding and practice of communication skills from Module 1 and develop effective interpersonal practices. Learn behaviors to build trust, creative approaches to gain agreement for effective decision-making, basic facilitation skills, and the effective use of communication mediums. Rooted in a deep understanding that behavior precedes results, these interpersonal skills will move the professional beyond the expected level of transactional expertise to a higher, more advanced level of influence.
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Module 3: Understanding Family Dynamics
30 min Video
|
2
hrs
40 min
Reading & Exercises
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Develop a foundational understanding of family dynamics in wealth advising and family office support by learning family systems theory and basic family patterns and models, particularly as they relate to generational wealth transitions. Build skills in assessing readiness for family meetings, basic meeting design, and meeting facilitation techniques. Ultimately, grow your ability to support the family's needs beyond financial capital goals.
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FULL COURSE:
3 Modules
1 hrs
30 min
Video
|
6 hrs
Application
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Standard $1,550.00 | Member $1,250.00 | Access Course |
Advisor Development 101 includes three introductory modules covering fundamental topics and practical application to become an advisor of the future. Complete the course to earn a digital badge to certify your knowledge. Click on the ‘+’ signs above to see descriptions of each module.