Programs and Presentations

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