Breaking Barriers Coaching Program

The most successful program we have ever delivered. Our objective is to increase production by 20% by the end of the program. Training is designed for volunteers who gain admission by making a strong commitment to change and pledge to attend every training session and conference call. Advisors attend two classes and one conference call each month for the four-month duration of the program.

Crafting an Effective Value Statement

Successful Financial Advisors consistently remark that they have witnessed remarkable positive changes in the tone of each client meeting after reworking and using a value statement based on the principles delivered in this lecture.

The value of a value statement
1.Changes the tone of each meeting
2.Increases client receptivity
3.Positions the profiling step of the sales process
4.Brands the advisor's business
5.Distinguishes the advisor from the competition

The anatomy of a value statement
1.Using other-centered language
2.The key benefits in the service philosophy
3.The key benefits in the investment philosophy

The Art of Profiling

This two or three hour presentation has been designed for annual sales meetings and industry conferences. Our objective is to provide a profiling process that leads to a psychological close prior to any discussion about investment solutions or products.

Networking and Marketing

This program includes simple, time efficient strategies to open accounts without cold calling. Financial Consultants will take a self-assessment and design an affinity marketing plan, learn to network through community activities and make a smooth transition to a business discussion in social and business settings.

Working Your Book

Based on our experience, many advisors have a pile of clients, but not a book of business. The difference lies in pruning and building a dynamic entity capable of carry an advisor's business forward and understanding how to market effectively and consistently.

Financial Markets

Designed primarily for relatively new producers, this program delivers basic personal finance, investment strategy and decision making. Topics include: asset allocation, eliminating and mitigating risk, how to use financial tools, the role of insurance products and how to choose a mutual fund.

Days in the Life of a Mentor

A step-by-step prescription for Financial Advisors to help optimize a Licensed Branch Employee's sales effectiveness.