Topics: Coaching, Financial Firms
for Financial Firms
Workshops for Advisors, Managers and Wholesalers
Do you have an upcoming advisor meeting or conference where you need to drive real change and produce real business results?
Industry research tells us that a record number of advisors and clients are shopping around. Many firms are struggling with the same issues: retaining and gathering assets, growing productivity and expanding market share. Advisors are demanding that their firms provide more value added programs to help with core business needs such as referrals, niche marketing, practice management, client loyalty etc...
So, the key question for you as a financial firm leader is what can you do about it? The answer is to bring in a fresh perspective and implement actionable, tactical training to overcome the challenges in this environment and achieve specific, measurable results in the process.
Here are some sample workshops topics:
- Referral Rich™
- The Art of Rebuilding Client Trust and Loyalty
- Leadership for Tough Times
- How to Be an Asset Magnet in Any Market
- Bank Advisor Sales Booster: How to Get All the Business
- Retain Advisor Assets: Boomer Advisor Succession Planning
- Wholesaler 2.0: How to Redefine the Advisor Relationship
- Strategic Alliances: How to Leverage Professional Contacts
Note: Bob can customize these topics or create new ones based on your needs, target audience and meeting agenda.
Each can be delivered as:
- 50 Minute presentations
- 1/4 Day Workshop
- 1/2 Day Workshop
How do I learn more?
Contact Bob for no cost, no obligation consultation and workshop details including fees and availability.
Experience a fresh perspective at your next meeting or conference...
