How to Persuade Your Clients to Take Your Advice

1 Hour CFP®, CIMA®, CPWA®, RMA®

Science of Influence

Learn how to influence clients to take your advice with our Science of Influence course. Earn free CFP CE credits while learning cutting-edge AI techniques to boost your financial planning strategies. In this course you will explore the skills and knowledge necessary to persuade your clients to take your advice, through gaining an understanding of the psychology of influence.

Take Me To The Course

Free CE Course

Course Details

8 Lessons
1 Quiz
50 Minutes
1 CE Credit

Start Course

Who Is This For?

Financial advisors looking to improve their client relationships and influence.
Financial advisors who want to enhance their persuasion skills.
Financial advisors who want to build a stronger personal brand and attract more clients.

What Will I Learn?

Understand how to leverage the pillars of influence
Be able to implement specific skills based on what motivates clients
Understand how to become a personal brand detective

Over 80%

of financial advisors believe that applying financial psychology benefits their clients in a variety of ways.¹

Course Curriculum

Influence

Reciprocity

Scarcity

Authority

Consistency

Consensus

Liking

Becoming a Personal Brand Detective

Science of Influence Continuing Education Quiz: This course qualifies for 1 hour of CFP, CIMA, CPWA, RMA continuing education credit. To receive the credit, you must take the assessment and receive a grade of 70% or higher.

Learn to Grow

Why Orion Advisor Academy

With free continuing education courses that range in topics from investment management, behavioral finance, practice management, client experience, and more, you have everything you need to learn and grow your business.