Keynote Presentations: 45 minutes
- Insider’s Secrets: What The Best In The Business Don’t Want You To Know
- Advocate Status – Understanding The Facilitation Role of Tomorrow’s Financial Advisor
- The New Language of The Financial Services Professional
- Creating Coaching Practices That Support Growth
- Beyond Value-Added Wholesaling: Meeting the Real Needs of Tomorrow’s Financial Advisor
Quickstart Programs: 90-120 minutes
- The Contract for Change: Transforming Unique Vision into Results
- The Advisor Audit: Five Steps Designed To Deepen Client Relationships
- The Differentiating Outreach Strategy
- The Professional Advocate Approach: Proven Process For Generating Referrals From Your Clients Other Trusted Advisors
- Building The Unique Team Program
- My Lifetime Maximizer: Organizing Practical Life Balance
- The Confidence Builder Workshop
- Coaching Skills For Leaders & Branch Managers
Intensive Workshop: half-day seminars or multi-day series
- The Client Acquisition Intensive Workshop