Advanced Skill Training
Modern is what my training programs are all about. How can financial professionals grow their business and reach out to new clients in new ways that go far beyond the old techniques of the past?
The goal is twofold: growth and greater enjoyment. My training programs will absolutely win you new clients and assets, and also generate more fun and positive energy than you might have imagined possible. The days of beating your head against a wall are over. No more arm-twisting, or heavy-handed tactics.
It amazes me how little training there is in the business today. It seems that firms expect you to somehow be born with skills. Oh, there’s plenty of product training. But in all my years in the business I’ve never met a single advisor who was struggling from lack of product! If anything we need to find better prospects, more clients, and stronger relationships.
Here are a few of the topics we cover in the advisor program. There are separate programs for wholesalers and managers.
- Seminars and workshops
- Trade show marketing
- Event marketing
- Referrals (from clients and centers of influence)
- Client psychology
- Objection handling
- Target or niche marketing
- Social networking (with personal contacts)
- Web-based marketing
- Effective direct mail techniques
- Team development
- Motivation & personal discipline
- Listening skills
Time Management for Financial Advisors
Seminars: The Emotional Dynamic
Mind Over Money
Finding Your Niche
The Professional Conversation
Building Generational Rapport
Focus & Discipline
FINANCIAL SERVICES PROFESSIONALS