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Dan Smaida’s Online Meeting Accelerator
Online meetings WILL be a permanent part of your practice, BUT they’re just not the same as in-person. How how do you overcome communication limitations and make your online meetings impactful?
The key is PERSONALIZATION. To succeed online, you’ve got to do more than turn your camera on and share your screen. Top advisors create a better overall ONLINE CLIENT EXPERIENCE. And our Online Meeting Accelerator shows you how.
What’s included:
- Individual coaching from Dan Smaida
- Weekly small-group working sessions
- Tools that help you accelerate
- Process that gives you a track to run on
- On-demand support from Dan Smaida
We’ll cover:
- Avoiding common online meeting traps
- Persuading clients to join you online
- Creating a client-centric meeting
- Leveraging behavioral finance principles online
- Delivering information with more impact
- Turning online meetings into more client commitment
You can anticipate these results:
- More clients and prospects getting online with you
- Better client engagement and rapport online
- More persuasive meetings that help clients take action
- World-class online presentation skills
Dan Smaida’s New Business Accelerator
How do you attract, win, and grow business relationships in a competitive market during a pandemic? What are top advisors doing to grow their practices DESPITE the limitations of COVID-19.
First, top advisors are using a PROCESS to identify, approach, and engage prospects without being pushy or salesy. Then, they’re using consultative meeting management to create the trust and connection clients need to move forward with a new relationship or new product. And our New Business Accelerator shows you how.
What’s included:
- Individual coaching from Dan Smaida
- Weekly small-group working sessions
- Tools that help you accelerate
- Process that gives you a track to run on
- On-demand support from Dan Smaida
We’ll cover:
- Identifying and creating “most likely opportunities”
- Creating value-added approach strategies that work for you
- Outreach messaging and tactics that position you as a consultant
- Avoiding common prospecting and cross-selling traps
- Introducing new products without being salesy
- Establishing reciprocal commitment paths that lead to business
You can anticipate these results:
- More access to people you want as clients
- Differentiated approaches that get responses
- New client meetings that separate you from the pack
- Non-salesy ways to move new client opportunities forward
- Easier and better placement of new products
Leaders: Customize AdvisoryEDGE Accelerators for your team
Advisors are a tough audience – they look skeptically at anything that isn’t relevant to their needs or immediately useful.
Custom-engineered financial advisor training engages, builds receptivity to training, and delivers targeted skill-building based on your needs, your clients, your products, and your strategies.
Want to see the menu of training options? Download the brochure for a sample workshop agenda.
Contact us for custom-engineered financial advisor training programs that provide the right level of skill-building, coaching, and support for Advisors and managers.
“Dan’s Financial Advisor training programs are a major accelerator to growth.”
– Peter D, Branch Manager
