Memorable
“The course incorporates an online card game designed to train financial advisers to help clients identify their primary reasons for investing. The deck consists of cards focused on fear, happiness, and commitment.” Allen Interactions Inc.
Memorable
Creating Memorable Experiences. “The course incorporates an online card game designed to train financial advisers to help clients identify their primary reasons for investing. The deck consists of cards focused on fear, happiness, and commitment. Advisors are challenged to seek and understand clients’ human factors beyond just quantitative data. The learner interacts with two individuals to gather personal information and develop a specific recommendation.” Allen Interactions Inc.