HOW IT WORKS
WHAT WE COVER
Our videos are built around the 7 core components of advisor performance, straight from our benchmarking research. The 7 core components have 33 subcomponents – and each has a related video course. Check out the course listings below. Where could your business use some fine tuning?
Our GROWTH courses are all about proactive client acquisition. If you’re structured, consistent, and skillful, the results will be good. We recommend focusing on relationship-based activities as they are proven to work with affluent clients. Our growth-related courses include:
Learn a strategy for finding alliances and building relationships.
Master the art of selling in social circles, without being salesy.
Leverage a proven process for helping your clients connect you.
Learn the secrets of events for your best clients and their guests.
Incorporate key behaviors proven to generate more referrals.
Ideal Client Profile
A specific Ideal Client Profile should drive your marketing plan.
Learn the secrets of building a niche marketing strategy.
Our MINDSET courses represent the biggest opportunity for advisors. If you’re mentally “dialed in,” you’re much more likely to engage in activities linked to the growth and retention of your client base. Fortunately, there are a number of specific actions you can take to improve your mindset. Our mindset-related courses include:
Uncover the mental attributes that propel your success.
Assess and minimize the mental attributes that hold you back.
Harness the activities that drive your success.
Learn effective techniques for setting goals for motivation.
Leverage our templates for planning and execution.
Our SKILLS courses focus largely on language. Are you able to ask the right questions, position yourself properly, and articulate what differentiates you from the competition? The industry’s best tend to practice these skills more often than most. Our skills-related courses include:
Elite Advisor Verbiage
Language matters, especially in high stakes sales.
Discover what truly differentiates your business.
Questions drive good conversation – we have great examples.
Our METRICS courses create consistency of execution. By keeping metrics on your activities and pipeline (your leading indicators), you’re more likely to stay on track, and less likely to get stuck in a reactive state of existence. Our metrics-related courses include:
Use a scorecard for measuring your leading indicators.
Track your personal marketing activities, the right way.
Use a three-part pipeline process to nudge prospects along.
Our SERVICE courses help put structure around relationship management. In other words, how can you systematize the activities that are proven to deepen client relationships? Our service-related courses include:
Elevate your service by working on the “little things.”
Learn our strategies for systematically socializing with clients.
Determine the right tiers and service models for your business.
Execute comprehensive wealth management, for every client.
Feedback helps you make informed decisions.
Our DIGITAL courses have become more and more important as affluent consumers increasingly research advisors online. It’s also increasingly important to have a proactive outbound social media strategy to make contact with ideal clients in your area. Our digital courses include:
Brand yourself online as an elite professional.
Posting quality content can differentiate you online.
Digital marketing requires proactive campaigns.
Many advisors struggle with online leads. Learn our strategies.
Build a stunning web presence and stay ahead of the competition.
Learn best practices for researching your contacts online.
Our TEAM courses require hard work. More and more advisors find themselves on teams, yet few dedicate the energy necessary for these teams to thrive. How are you doing with key areas like communication, structure, and leadership? Our team-related courses include:
Consistency is the key to operational success.
Learn simple, but effective ways to improve team communication.
Create a multi-generation business that benefits everyone involved.
Leverage our techniques for guiding and inspiring your team.
WHAT ADVISORS ARE SAYING...
Part 1: Referral Alliances (9:39)
Six Month Minimum