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ABA: The American Bankers Association
Webinar

How to Communicate Your Value with Confidence

April 9, 2025 | 2 - 3 PM ET

If, like many advisors, you flourish at your job but find self-promotion and articulating your key differentiators challenging, this interactive webinar can help. The key to successful business development and revenue growth is effectively communicating your value to prospects and clients. This session will offer five tactics to help you identify your true value and articulate it with clarity and confidence. You will become more comfortable selling in a way that is authentically you, and you’ll walk away with a new skillset to gain more wallet share and close more business.

Discussion Highlights

  • Identify Key Differentiators: Learn to pinpoint your unique strengths and value propositions that set you apart from competitors.
  • Develop Clear Communication Strategies: Gain techniques to articulate your value clearly and confidently to prospects and clients.
  • Enhance Self-Promotion Skills: Discover methods to promote yourself authentically and effectively, overcoming common challenges in self-promotion.

Speakers

Audience

  • Wealth Management Advisors
  • Wealth Managers
  • Trust and Fiduciary Advisors
  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Department Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CISPs, CRSPs, CPAs, CFPs

Credits

ABA Professional Certifications: 1.25 CTFA

The Certified Financial Planners Board has granted 1.0 credit for this live webinar. Recordings are not eligible for CFP credits.

This intermediate level, Group Internet-based webinar is eligible for 1.2 CPEs for CPAs (various fields of study). Recordings are not eligible for CPE credits.

Prerequisite — Attendees should have background knowledge of the field of wealth management and trust within the financial services industry.

Advanced Preparation — None

For more information regarding refund, complaint and program cancellation policies, contact American Bankers Association at 1-800-BANKERS.

Credits are subject to change.

Related Training

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Purchase

Live Webinar or Recording

ABA Member Price: $210

Non-Member Price: $310

Save 32% as a member

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Registration includes access to the live webinar and on-demand recording for one year. You must be registered to receive continuing education credits.

This webinar is also available as part of a suite, at a savings.

See the Suite

MinBanc Foundation Grants

The MinBanc program reimburses training costs for minority- and women-owned banks, including training with ABA. Learn more about the program and find out if you qualify.

Learn More About MinBanc

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Technical Requirements

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