Advisor Training Programs
Advanced Workshops for Business Success
These programs are primarily designed for individual advisors, agents, consultants, and others who deal directly with the investing public. They would be classified as "practice management" programs and are product neutral.
| Our Most Timely and Popular Program "An Industry Reborn" "Ten Steps to Success in the NEW Financial Services Profession" |
The old financial services industry is dead and we are in the very early stages of an exciting, new profession. What new abilities and personal attributes will it take to succeed in this changed world? This program is a fantastic session that can be scaled to fit your agenda. In one hour we can do a powerful "keynote with skills." If you have more time, we can drill down into detail in any of the 10 steps that fit your team's needs the best. In full, this is a one-day masters class for advisors that will leave them energized and committed to powerful change!
Referrals the Professional Way
10 Strategies for Networking with High Net-Worth Clients and Centers of Influence
Based on Frank's latest book, this program teaches new and advanced techniques for generating referrals from top clients, CPAs and attorneys. (3 hours)
The Instincts of Success
Finding and Using Your Deepest Strengths
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.
Thriving on CHAOS
5 Strategies for Growing Your Business in the Toughest Times
This program will get you back on offense growing your business while others are wandering aimlessly waiting for something to happen. It's filled with practical take-aways that you can use immediately!
Seminars: The Emotional Dynamic
Advanced Presentation Skills for Financial Professionals
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)
Mind Over Money
Understanding the Psychology of Advising
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?
Finding Your Niche
Mastering the Skill of Target Marketing
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.
The Professional Conversation
Five Ways to Talk and Listen Effectively
Communication is our business and most advisors are naturally gifted at it. This program takes that innate talent and sharpens it with advanced, professional skills. The results are better and more effective relationships...and greater business impact.
Building Generational Rapport
Bonding Across the Age Gap
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.
Breakout Branding
Creating & Telling The Story of You
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 & Discipline
Taking Positive Control of Your Business
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.