MODULE/LESSON
|
TITLE
|
LINK
|
| MODULE 1 |
Introduction |
|
| M1 L1 |
Welcome! |
https://vimeo.com/407768974 |
| M1 L2 |
Course Focus |
https://vimeo.com/407769112 |
| M1 L3 |
How to Use This Course |
https://vimeo.com/407769211 |
| M1 L4 |
Why Focus on Communication? |
https://vimeo.com/407769397 |
| M1 L5 |
Your Facilitator: Dan Smaida |
https://vimeo.com/407769636 |
|
|
|
| MODULE 2 |
Philosophy |
|
| M2 L1 |
What Advisors are Paid to Do |
https://vimeo.com/407769773 |
| M2 L2 |
Advising is Like Chili |
https://vimeo.com/407769943 |
| M2 L3 |
What Top Advisors Look Like |
https://vimeo.com/407770132 |
| M2 L4 |
What Separates TRUE Advisors |
https://vimeo.com/407770351 |
|
|
|
| MODULE 3 |
Engaging on Client Needs |
|
| M3 L1 |
Avoiding Assumptive Traps |
https://vimeo.com/407770546 |
| M3 L2 |
The AdvisoryEDGE™ Process |
https://vimeo.com/407770708 |
| M3 L3 |
Why the AdvisoryEDGE™ Process? |
https://vimeo.com/407763501 |
| M3 L4 |
Real Needs….or Not |
https://vimeo.com/407764036 |
| M3 L5 |
Engaging on Client Needs |
https://vimeo.com/407764313 |
| M3 L6 |
Asking Next-Level Questions |
https://vimeo.com/407764758 |
| M3 L7 |
Developing Needs |
https://vimeo.com/407765073 |
| M3 L8 |
Earning the Privilege of Asking |
https://vimeo.com/407765271 |
| M3 L9 |
Making the Most of Your Questions |
https://vimeo.com/407765551 |
|
|
|
| MODULE 4 |
Delivering Client Value |
|
| M4 L1 |
What is Client Value? |
https://vimeo.com/407765818 |
| M4 L2 |
Delivering Valuable Advice |
https://vimeo.com/407766079 |
| M4 L3 |
The Key to Establishing Client Value |
https://vimeo.com/407766432 |
| M4 L4 |
Delivering Advice of Value |
https://vimeo.com/407766621 |
|
|
|
| MODULE 5 |
Gaining Client Commitment |
|
| M5 L1 |
Gaining Commitment Defined |
https://vimeo.com/407766798 |
| M5 L2 |
When is it Time to Ask? |
https://vimeo.com/407766949 |
| M5 L3 |
When it’s Time to Propose |
https://vimeo.com/407767170 |
|
|
|
| MODULE 6 |
Executing for Results |
|
| M5 L1 |
Execution Best Principles |
https://vimeo.com/407767455 |
| M5 L2 |
How TRUE Advisors Execute |
https://vimeo.com/407767581 |
| M6 L3 |
Managing Concerns and Hesitation |
https://vimeo.com/407767792 |
| M6 L4 |
Dealing with Bottlenecks |
https://vimeo.com/407768105 |
| M6 L5 |
Dealing with Competition |
https://vimeo.com/407768327 |
| M6 L6 |
Generating Referrals |
https://vimeo.com/407768645 |
