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FEATURED TRAINING:

Coaching program for financial advisors

COACHING PROGRAM
THE 90-DAY GAME

This is an intense, goal-focused, coaching program for financial advisors. To begin, you will be introduced to 5 key steps in preparation for the 14-week accountability program. Next, you will play The Game, by using a specific methodical process to build and execute a tactical and strategically sound plan to grow your production by exponential factors. The hallmark of The 90-Day Game system is accountability.

 

Coaching program the prospecting huddle

COACHING PROGRAM
THE PROSPECTING HUDDLE

Are you ready to learn the secret to prospects calling you asking to become clients? Do you have a marketing strategy, marketing plan, detailed sales map and a repeatable process when it comes to how you sell? During the 14 months of the Prospecting Huddle business development program, you’ll learn 14 specific strategies that will move you toward Reversing the Deal Flow, and help you become a master in the art and science of closing business. Once a week coaching calls and daily partner accountability calls required.

Join our monthly webinars

 

WEBINARS
AT THE TOUCH OF A BUTTON

Join our monthly webinars highlighting each of the 34 proven strategies, revealed in the book REVERSING THE DEAL FLOW – The Secret of Prospects Calling You to Become Clients . Learn how these ground-breaking techniques can help you more effectively market your advisory practice.

Advanced communication skills training

 

EXCLUSIVE 2 DAY
ADVANCED COMMUNICATION SKILLS TRAINING

Most financial professionals believe it makes sense to have an investment process, and yet few if any have a validated communication-skills selling process. Over the course of two intesive days of hands-on training, with video-taping and video-critique, see what can happen when you master your craft.

FEATURED BOOKS:

Reverse the deal flow

REVERSE THE DEAL FLOW

 

Have prospects been calling you asking to become clients? Learn 34 unique and incredibly profitable marketing strategies featured in this ground-breaking book that will bring prospects to your door, asking to do business with you.

THE GAME Win Your life in 90 days

THE GAME

 

Games and emergencies are the two guaranteed ways for a person to tap into more of their potential and perform at their highest. What would your life look like if you challenge yourself to have 90 of the most productive days in your life?

A guide to the recruiting conundrum

THE RECRUITING CONUNDRUM

 

Is recruiting a systematic discipline for you? Do you find yourself making time when you can and making it up as you go? Read the only communication skills training book on how to recruit top talent.

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