An Online course That helps you establish trust & build deeper client relationships
Marketing As A Relationship Conversation
Understanding How Relationships Are Built Leads To Exponential Results
Clients learn about us by what we do and not what we say. Our actions reflect what is most important to us. If our customer contact time is spent talking about our products, our services, and ourselves, the customer soon understands what is truly important to us and it is not the customer.
The Marketing As A Client Relationship online course examines the aim of marketing. The course begins with the importance of advocacy-based marketing in contrast to solicitation. Next, we explore the all-important First Conversation, which establishes the trust necessary to build deep relationships. Finally, the course delivers the scripts, presentations, and tools required to build and manage a Financial Practice. These are not just concepts to consider, but deliverables to implement in your practice today.
By the end of the course, participants will be able to approach marketing from a different perspective, and will be able to create the equivalent of ten years of trust in a Client/Advisor relationship in only two hours of conversation.
Beliefs
We will analyze the beliefs you hold that place your business and future at risk and how to change them to empower your life and your practice.
Habits
We will focus on specific daily habits that create simple routines for your team to execute that will increase productivity and boost profits.
Lean Business
We will apply the tools of the best practices to streamline your business for better time management, improved client contact, and more free time.
Breakthroughs Occur When Insight Is Paired With Better Solutions
Build A High Performing Team
4 minute read One of the biggest challenges many advisors face is building a high-performing team to service the needs of clients. Why? In a word: people. People not doing the right thing at the right time. People not following through. The list goes on. If you want to join the ranks of millionaires or
The Best Books for Professionals, Advisors & Practice Managers
3 minute read Are you still in the habit of learning new things? Many financial advisors wonder what they can do to become well-rounded and competitive while increasing their rate of success. A simple way to improve is to increase your knowledge. Dedicating yourself to being a lifetime learner is the greatest gift you can
A Simple, Sustainable, Autopilot Practice
The past several weeks have been a buzz of activity as my team and I finalized the materials for Trade Like A Pro. The course officially started on Monday, and the feedback so far has been positive. My intention in developing and refining Trade Like A Pro over the past ten years is to be
Trade Like A Pro – Part 3: What I Want Is Not Always What I Get
I like to think I am in control of my life and that the things I desire I can have by working hard. A positive attitude and focused effort often lead to an outcome that is pleasing. Yet there are many things I want to be different and all my desire and effort at times seem to have little or no impact.
The Sands of Time
This time will embed itself in the memory of our families for the rest of their lives. Make it memorable in a good way. Many are working from home for the first time. Routines have changed. Distractions have increased. Finding that quiet moment may be difficult. But we can transform this time into different vivid remembrance if we desire.
How to Become Your Client’s Financial Architect
Be the lighthouse in the midst of the darkness. You must become the architect of your client’s future. Only then will you future-proof your practice and avoid the risk of being blindsided. You do not control the loss, you control the avoidance of loss. Do not talk about what you don’t control, learn to talk about what you do control.