Grow your business and earn CE credit with free, on-demand practice management courses from Orion.
The Advisor Practice Assessment is your key to unlock everything offered within Orion Advisor Academy. The Assessment focuses on evaluating four key areas of the Fiduciary Flywheel — Prospect, Plan, Invest, and Achieve.
In an increasingly technological world, investors now place greater value in human relationships that include empathy and understanding.¹
Research has shown advisors who worked for managers trained in emotional intelligence exceeded the sales of their untrained colleagues by 2%, resulting in millions of dollars of extra revenue.² Furthermore, recent research demonstrates emotional intelligence helps improve advisor-client relationships and doubles referrals.³
Download our whitepaper to learn how you can strengthen your client relationships and practice by utilizing an outcomes-focused engagement approach.
¹Source: Determining value in a complex service setting, Journal of Service Theory and Practice.
²Source: Emotional intelligence for sales success: Connect with customers and get results.
³Source: Exploring the relationship between financial advisor emotional intelligence and perceived client relationship markers.
