Speaking Topics
Winning in Tough Times
There are a select few financial professionals who are truly Winning in Tough Times. We've identified the traits of those who are bringing in more affluent clients than ever before. This program is loaded with best practices - all proven in today's environment. Join us and set yourself apart! Learn why the actions taken over the next 12 months will define your career for the next ten years.
Becoming a Rainmaker
Learn the mindset, activities, and skills of real Rainmakers - based on 7 years of comprehensive research. Our studies on Attracting Affluent Clients and Rainmaker Best Practices uncovered how elite advisors remain far ahead of the competition. Only 7% of Financial Advisors are bringing in 10 or more affluent relationships every year. This program teaches you why these elite few are so successful and how you can replicate that success.
The Art of Selling to the Affluent
Based on ongoing affluent investor research, this program shows you how the affluent make major purchase decisions, how they select service professionals, and what factors into their loyalty. Find out why affluent dissatisfaction, cynicism, and distrust towards the salespeople create a tremendous opportunity for those who are willing to work for it. The message is clear; to sell to the affluent, you must become a student of the affluent.
High Performance Teams
This program is based on The Oechsli Institute's comprehensive research from 2003 to 2007 that explored the mindset and practices of approximately 1,000 Wealth Management Teams. From those studies, we have been able to determine that Teams achieve high performance by working their way through predictable stages of development. This program teaches participants how to excel through these stages by focusing on our 15 Performance Factors.
21st Century Practice Management
Building a practice to successfully attract and retain affluent clients requires nothing less than Ritz-Carlton level service and FedEx efficiency. Creating a long-range business plan, segmenting clients, developing systems and procedures, prospecting for new clients, offering solutions for the full range of financial needs, earning the long-term loyalty of clients - this is the heart and soul of managing a 21st century practice. This program helps financial advisors to master these challenges, and much more.
Becoming a Preferred Wholesaler
Our survey of over 1,000 Financial Advisors revealed serious gaps between what FAs want and what their preferred Wholesalers deliver. To get a leg up on competitors, Wholesalers must learn to add value through leveraging their resources. Our research identified 14 critical factors as being most important to FAs who consistently use mutual funds and annuities as part of their retail product mix. This program teaches wholesalers how to boost their business by becoming the preferred partner.
FastTrack Coaching for Managers, Coaches and Wholesalers
High net worth investors are looking for a solutions provider, and many financial professionals are struggling to transform their practice to meet those needs. Those who receive effective performance coaching are making that transition within 12 to 18 months. Financial Professionals who can learn FastTrack Coaching are desperately needed and those who master it are proving to be indispensable.