Referring Trust Clients
ABA SELF-PACED ONLINE TRAINING
This course examines the elements of a trust and the primary reasons why clients want or need a trust. This course describes the benefits of trust accounts to identify needs and refer clients to a qualified trust expert by using the effective referral model.
Bank personnel who manage client relationships and/or who are in a position to identify referral opportunities to trust specialists.
- Describe the five basic elements of a trust
- Identify the 5 key reasons clients need or want a trust
- Refer clients to the trust department using the Effective Referral Model
- Identify trust accounts that map to clients’ needs
The Effective Referrals Suite must be taken at least once before taking this course.
The New York Bankers Association is a Local ABA Training Provider.
NYBA Professional Development at (212) 297-1679