Knowledge Gap Courses: How to Become a Better Virtual Advisor

Your practice is changing, and Knowledge Bureau is here to help with a new series of courses for advisors and their clients who are transacting virtually.  The new Knowledge Gap Program has arrived and it offers you a high-value library of short CE courses and new Financial Storyboards that open new virtual conversations. Most importantly, you don’t even need to be tech-savvy, and either do your clients. Here’s why:

Knowledge Bureau has done all the work for you!  All you have to do is send along a link to your clients and you have instantly opened a new conversation. Not only that, but you can have that conversation in detail and with confidence.  Check out this month’s featured course: Women and Finance.

The Knowledge Gap© Courses:  What are you in the dark about?

  • Provide high value virtual content to the advisor– about 20 to 30 minutes for your own education that is issues – instructive.
  • Then use a client version of this information – The Financial Storyboard – as a conversation starter:  What are you in the dark about?
  • That will lead to a deeper dive with the client – virtually!
  • Check it out

We have an amazing introductory offerNote, the additional monthly access would allow you to share content with clients.   

 

Introductory Offer Ends May 31!

Take two courses for just $290 (save $100)
Study/Share period 2 courses - $69 per additional month

Take one course for $245 (save $50)
Study/Share period 1 course - $49 per additional month

 

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