Description

Help Your Sales Teams Stand Out & Become the Obvious Choice

This is a one-of-a-kind customized coaching program for Financial Advisors who are sincere about growing their Assets Under Management as much as 50%, beginning immediately.

The program is designed specifically to make you great at four essential disciplines: the art of persuasion; the skill of differentiation, the social skill of meeting people for the first time and communicating with clarity.

Investing in this program will be one of the best career decisions you will ever make.

“Strengthening a soft skill is one of the best investments you can make in your career, as they never go out of style,” LinkedIn Learning Editor, Paul Petrone wrote in a blog. “Plus, the rise of AI is only making soft skills increasingly important, as they are precisely the type of skills robots can’t automate.”

With the hours of learning and role playing you will do in this program, you will see tremendous improvement in your people skills, your communication skills and your work ethic.

Let us help you become a world-class communicator. Warren Buffett pointed out that, “If you want to get ahead, focus on your communication skills. Honing this skill could even increase your worth by 50%. A relatively modest improvement can make a major difference in your future earning power, as well as in many other aspects of your life. That’s because what’s really essential is being able to get others to follow your ideas.”

Let us help you simplify your message. The faster and more complex our business gets, the simpler your message must be. And creating a simple, clear and relatable message can be difficult. In the words of Steve Jobs, ‘Simple can be harder than complex. You have to work hard to get your thinking clean to make it simple. But it’s worth it in the end because once you get there, you can move mountains.’

Let us help you escape the pack. The financial services industry is fast becoming commoditized. We are all offering similar products and similar processes to similar people with similar results. We are all offering the same or a similar experience. You must make it as plain as day that you are different, that you are not part of the crowd, that you offer a better option. You take your clients on a much better journey.

It takes a high degree of expertise to master the people skills and communication skills necessary to do all of those things, but you can do it. And we will help. The personal approach we employ when designing this customized coaching ensures that the training will match specific needs you may have.

Whether you decide on six 90-minute sessions or twelve 60-minute sessions or a customized number or length of sessions, this program will guide you through the process of developing the verbal competences to educate, inspire and influence prospective and current clients so they make smart decisions and stick with you and the plan you’ve created to achieve their financial goals.

Here are some of the skills that you may choose to include as part of your coaching journey:

☛ The Art of Persuasion and Motivation

Skills you will learn and practice

How to be persuasive without being pushy
How to establish your credibility
How to develop your logic and reasoning skills
How to get clients and prospects to act on your ideas
How to connect with your clients on a deep and emotional level
How to motivate people to act on your recommendations

☛ How to Become Distinctly Different: