Extraordinary Advisor Program Topics
- Positioning
- Building and Executing Magnetic Marketing Plans
- Moving up market to work with more “Elephants” and less “Mice”
- Creating a Referral Culture where Referrals are calling in asking for you
- Practice Management
- Integrating Practice Systems (i.e. Meeting Preparation, Meeting Follow Up, Financial Planning, Deliverables)
- Client Experience Time Line and Client Service Model
- Building your Financial Planning Value Proposition, Pricing and Assembly Line
- Building and Streamlining Investment Line Ups
- Properly Pricing and Packaging Investment Portfolios
- Leveraging Broker/Dealer Resources and Tools to Maximize Payout
- Entrepreneur Development
- Team Development
- Human Resource Coaching/Consulting
- Access to Advanced Senior Partnering Events
- Practice Appraisal through FP Transitions
- Practice Acquisition
- Plan Production Services
- Behavioral Advice
- Associate Financial Advisor Coaching/Consulting
- Seminar/Event Planning
- Presentation Coaching
- Seminar Presenting
- Staff Training
- And much more!
|
