Skip to content

FPSC-Approved CE Search Tool

CE Search Results

Filter

  • Recently Added
Please select this option to search for activities added within the last 60 days.

  • N/A
    2 Credits
    Boston

    Client Goals: Establishing, Clarifying and Prioritizing

    The Legacy Companies LLC

    In this session participants will be introduced to the benefits of goal setting, and establishing clarifying and prioritizing client goals. We will teach advisors proven methods to goal setting as ...

  • N/A
    2 Credits
    Boston

    Managing the Plan and Client Expectations

    The Legacy Companies LLC

    Managing the plan and client expectations for long lasting results is an important characteristic of any good advisor, yet one that many struggle with. During this session we discuss and explore ...

  • N/A
    1 Credits
    Boston

    Preparation and Construction of the Plan

    The Legacy Companies LLC

    Program Description: This session highlights two critical elements in order to prepare and construct the plan. The first part will highlight Legacy’s unique process called the client affirmations. ...

  • N/A
    1 Credits
    Boston

    Presenting the Plan

    The Legacy Companies LLC

    Program Description: This session focuses on teaching participants a powerful way to prepare and present client recommendations. These recommendations are where the advisors are trained to detail ...

  • N/A
    2 Credits
    Boston

    Values-Driven Planning

    The Legacy Companies LLC

    This session will teach the importance of establishing client values as a part of the planning process. Eliciting values as part of the overall planning with the client is key in helping the advisor ...

  • N/A
    2 Credits
    Boston

    Working with other Professional Advisors: Understanding the Roles and Responsibilities of the Client

    The Legacy Companies LLC

    Effective planning requires a team approach as well as certain specific strengths from each member. The planning team is brought together for one purpose – to design a plan that achieves the client’s ...

Showing 1 - 6 of 6 total records