It’s time to grow again! We need to get back into action and start bringing in new relationships. This program will arm you with the latest prospecting ideas and tactics. It’s filled with practical take-aways you can use immediately to get in front of more people who desperately need your guidance. We help you find YOUR path to success. There is no “one-size-fits-all” approach to prospecting. Growth can be tremendous FUN! (View & download the one-pager)
These programs are designed as main platform types of talks. They are inspirational, practical and often highly entertaining as well. They can be used to kick off your conference with a bang or end it on a wonderful high note. The running time is typically one hour but can be altered as needed to fit your agenda.
Our profession is under attack and we could see 30-40% washout over the next few years! But if you win this battle you will be more successful than you can imagine. Ironically, the “enemy” isn’t who you think they are. And the fight might be harder than you imagine. This program will arm you with the new skills you need to thrive in the world that’s coming our way.
Some of the issues we discuss include:
Investors today are confused by conflicting advice, bombarded by data, and unsure of what to do with their wealth or whom to trust for advice. They are looking for understanding, guidance, and leadership from their financial professional. To fulfill that role in the client relationship, advisors need a deeper level of emotional and intellectual awareness. This has nothing to do with products and everything to do with who you are on a personal and professional level. It’s a different way of thinking about yourself, but it may be the only way both you and the client can succeed.
These programs are for individual advisors, agents, financial consultants, and other professional who deal directly with the investing public. They would be classified as “practice management” programs and are product neutral.
Based on Frank’s groundbreaking book, this program teaches new and advanced techniques for generating referrals from top clients, CPAs and attorneys. (1-8 hours)
Instincts (along with personality and learned abilities) drive much of our day-to-day behavior. But in our business, instincts play a bigger role than we realize. Understanding your natural instinctive strengths can help grow your business, reduce your stress, and improve your personal interactions in amazing ways.
Based on Frank’s first book, this program is a comprehensive examination of financial presentations and the skills needed to dramatically improve the business results from your events. (4-8 hours)
This program discusses the complex relationship dynamic at work between a client and an advisor. What does it really mean to be an “advisor” to HNW families and professionals in today’s world?
Niche or target marketing is a potential goldmine for advisors. This program teaches ways to become the “go-to” financial advisor for an entire industry or group of professionals.
Most advisors are naturally gifted communicators. This program will elevate that innate talent and sharpen it with advanced, professional skills. You will learn how to listen with empathy and speak with impact. You will uncover the many hidden messages in a person’s non-verbal language and in their instinctive modes of data processing. These are not sales tricks. The techniques come from the world of clinical psychology…and they will help you build more effective relationships and generate greater business success.
Whether you are a young advisor trying to reach 60+ clients or an older advisor trying to connect with the Gen Y grandchildren of your best clients…this program will help you connect with folks of all ages.
Who are you and what do you represent in the mind of your top clients? How do you come up with a compelling, unique and memorable story? All advisors have the same products today…so you need a competitive edge. This program will give it to you!
Focus and discipline are two critical factors for success in any business. This program empowers advisors with the specific skills they need to get back on offense! It’s time to start expanding your asset base and pro-actively building new relationships.
This is the “graduate” class! Possibly the most powerful two-day training program in the industry. The Financial Services Industry is undergoing a massive evolutionary shift and our profession is changing fast! To succeed in the future advisors will need new skills and attitudes that reflect a deeper understanding of their clients and of themselves. This program details the bright new future for those of us who are ready to heed the call. It will cover all the critical skills you need to thrive in the middle of this revolution. It’s jam packed, action-oriented and will leave you and your team inspired and energized to reach new levels of success.
These programs are designed specifically for managers and leaders from the national level out to the branch or office management team. Basically anyone who needs to motivate and inspire others would benefit from these ideas and strategies.
The Financial Services Industry is in a fight for survival! Today’s leaders need a new set of skills, attitudes and approaches to succeed and to help their people thrive. This program discusses the new principles of leadership and how they can be applied in this challenging environment. It explores the relationship between “leadership” and “management” and how both can be strategically combined to drive an office or a firm toward success.
We will also highlight “The 10 Most Important Things All Top Managers Do.” Attendees are usually required to do some pre-work that will be discussed during the program.
As a manager or leader in your organization, your actions and decisions are driven by three main forces inside you: intelligence, personality and instincts. The first two, you may understand pretty well, but when it comes to instinctive strengths… most people are pretty clueless. And yet these “hard-wired” characteristics impact literally everything we do all day. This training program will take you deep into the world of your own mind.
You will walk away with a better understanding of yourself and how you operate. You will also learn how to improve interactions with colleagues, teammates and your boss! It’s a profound discovery process that can also be tremendous fun!
This is the advanced skill course for mutual fund, annuity or managed money wholesalers and sales managers. The full program is 8 hours but it can be customized in modules to fit your team’s needs and meeting agenda.