Advisor Growth Webinar Series
The Financial Life Stages
October 11, 2022 @ 2PM Eastern
Learn how to open up conversations with your HNW and UHNW Clients and Prospects with our Life Stages talk and unlock endless possibilities for planning.
Differentiate Your Client Deliverables
October 18, 2022 @ 1PM Eastern
The Growth Roadmap for Financial Advisors
November 3, 2022 @ 1PM Eastern
The Power of First Impressions: The Bridge Talk
The moment where your activity and the quality of your relationships intersect is when you first meet a potential client. The moment that you sit down and start to have “the conversation,” is the make-it-or-break-it moment. It doesn’t mean that there aren’t other factors that will affect your career, but when you first meet, that’s when the magic happens.
Forget the Elevator Pitch and learn how to effectively use our Bridge TalkTM to differentiate yourself from the first interaction.
The 4 Decisions Clients Must Make to Prevent Them From Getting Stuck or Stalled
To Charge a Fee or Not to Charge, That is the Question
There is an ongoing debate with regard to an AUM Model, Fees for planning, or Hybrid. Regardless of where you are today, or where you want to be in the future, there are roads that need to be navigated.
Listen now to Co-Founder and Managing Partner, Todd Fithian.
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Differentiate your Planning with Qualitative Discovery
August 16, 2022 @ 1PM Eastern
The reality is, planning and planning deliverables all look relatively the same to clients, but they don't have to. The leading advisors of the future will lead with a truly qualitative approach to discovering the client's desires and intentions.
Learn how uncovering your client's Values, Vision, and Goals for the future not only creates an entirely different client experience but unlocks endless opportunities for your services.
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Learn the Secret to Creating High Trust Relationships, Every time
August 2, 2022 @ 1PM Eastern
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Staying out of the Weeds of Operations
We consistently hear from advisors that say they oftentimes ebb and flow between production and operations. Usually, the days spent doing operations are agonizing. Let us show you a structure that can help solve that.
Learn a business structure that can deliver better results, easier and faster. This isn't just any old organization chart. Delineate the productivity and operations of your business so everyone is on the same page.
Listen to this webinar as we cover our Advisor Business Org Chart to learn to keep advisors "out of the weeds" of operations for good.
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Navigating Your Client's Planning Table
Every advisor has experienced having their work reviewed by another advisor, and sometimes without their knowledge.
Either way can be detrimental to forward progress.
Listen to this webinar to learn how The Planning Table Conversation and tool will help you uncover all the key and important relationships influencing clients' decision-making and poking holes in your work.
How to Become Referable
Referrals are an important part of any financial advisory business. Asking for referrals, though, has historically been challenging. In this webinar, we'll show you how to do it effectively once and for all.
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Creating your Tangible Marketing Plan
Creating a clearly defined marketing strategy for your business is critical to driving the highest results possible, and putting a plan in place will ensure you have the best year ever. However, if you're like many of our clients, knowing where to start is often the challenge.
In this webinar, you'll learn:
1. Exactly how to define your Niche Market
2. How to create your list of Niche prospects
3. How to communicate to your Niche prospects
4. How to build your revenue production plan
5. How to build your marketing plan to drive your revenue goal
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Introducing the Advisor Growth Journey
After working with thousands of advisors, we've mapped out The Advisor Growth Journey so that you can travel it as directly and efficiently as possible.
The journey will allow you to better affect who you reach out to with a niche market that resonates, how you reach out to that market, what you say when you connect, how the first meeting plays out, how discovery happens, how you anchor the client for the future and how you set the legacy for yourself.
We encourage you to bring your teams along with you, the journey is scaled to help all roles and is designed to help grow all aspects of your business.
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