The Structure of Advice
>
Commission vs. Fees - how to win with either system
>
Why you must charge some fees, but not because they’re
“better”
>
Be the comprehensive advisor (or see how to build a
network of colleagues)
Think Like a Top Producer
>
Eliminate your sub-conscious scarcity issues >
Serve the prospect’s
agenda (95% of advisors serve their own agenda) >
How to make every client worth at least $5,000 in earnings >
Build the business that creates residuals
>
Some people get it, some don't - don't chase prospects
yet earn more!
>
Employ leverage in your business >
7 habits of highly successful advisors
Technical Financial Issues:
>
How to read a tax return
>
Major Issues in Financial Advising that take you into
the big leagues
>
Make every client feel good with their investments
and insurance
Best Practices
>
Use the same building blocks with every client (and
save mountains of time)
> Employ the financial advisor marketing plan that attracts homogeneous clients
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|
Do
What Other Advisors Don't Do: How to Set Yourself Apart
>
Specialize
>
Cultivate client and professional referrals like you’ve
never been taught
Client Retention: More Than Just the Annual Review
>
Be their document depository and tie them to you for
life
>
Regular reviews-how to conduct them for profit and
lifetime relationship
>
Get every client on a structured system
>
Use a client satisfaction survey to surpass their expectations
Marketing
>
PR - How to generate free attention for
your business
>
How to write a press release and get it noticed
>
Get other businesses to send you
new clients
>
Financial Advisor Seminars
>
Marketing Clinic-individual advisor's business analyzed
>
Direct Mail that works like a slot machine
>
Pre-approach-how to gain credibility before you meet
the prospect
>
Referrals-how to have them deliver 50% of your new
business
> Marketing training you've never had to create a blockbuster financial advisor marketing plan |