Advanced Consultative Skills for Financial Professionals
Clients are warier than ever of traditional, typical sales behaviors. Unfortunately, we all fall into cognitive traps that lead us to offer premature or unsolicited advice that clients resist or reject. Top advisors in every discipline use CONSULTATIVE PROCESS to avoid these traps and position their advice differently in clients’ minds.
This workshop shares the consultative process TRUE advisors use to differentiate and win clients’ hearts, minds, and actions. You’ll walk away with strategies you can use immediately to persuade more effectively.
Advanced Online Meeting Management
Most online meetings fail to capitalize on the COMPLETELY underrated advantages of online meetings. The result is online meetings that could have been – and are sometimes more confusing than – a phone call.
This workshop shows you how to apply visual listening, SMART sharing, and visual commitment strategies to get more clarity and results from your online meetings.
Interested in a Workshop?
We don’t offer public workshops – we engineer programs to fit your system, objectives, and team. Contact us to explore how to bring these programs to your team or individual advisors for your organization.
Consultative Prospecting for Financial Professionals
Developing new client relationships is a priority…but not at the expense of your professional credibility. Most advisors struggle to prospect because they don’t want to appear “salesy” and damage their reputation.
This workshop shows you how to apply thought leadership, consultative process, and reciprocity to create a standout approach that builds your credibility with new clients
Advanced Presentation Skills for Financial Professionals
Tell them what you’re going to tell them, tell them, tell them what you told them…if that’s all you’re doing, you’re probably failing. Your best clients (and prospective clients) have high expectations, way more than the basics.
This workshop shows you how the best presentations use multiple modes, dialogue, and above all the consultative process to stand out for their quality and value.
Project Management for Financial Professionals
Time management is a fallacy – it’s only one of the Triple constraints of time, cost, and quality. Truly managing productivity is a function of project management, not time management. Fortunately, project managers have already figured it out for you!
This workshop shows you how to use the core tools of project management to address bottlenecks, optimize workflow, and improve your productivity.