The new Fiduciary Rule will ultimately result in many clients consolidating their retirement assets with a single advisor. Our program helps ensure that their most trusted advisor is YOU!
Equips students with the educational foundation needed to not only pass the CFP® Board exam, but to also better serve their clients with sound financial advice.
Provides organizations with a sophisticated, scalable and customizable program to train advisors and be a leader in this emerging segment.
Latest From Our Blog
Coaching Value – Do You Have It?
Sales reps reporting to great managers report high levels of job satisfaction and deliver four times more revenue than those working for poor managers. The manager activity most closely associated with sales rep success [...]
Are YOU Delivering a Consistent, Client-Centered Experience?
Consider the following conclusions from a 2012 Corporate Executive Board report titled Building Loyalty Through a High-Quality Client Experience: “Clients’ low confidence in financial providers has prompted them to question the value of their [...]
Want to Increase Sales? Stop Selling and Serve!
Don’t let this title deceive you. We are not suggesting you eliminate the word “sales” from your organizational vocabulary. It’s a valid term and a critical performance metric. But, we ARE suggesting that transforming [...]
Want to Make Your Number? SIMPLIFY Your Coaching!
The single biggest obstacle to consistently achieving goal in our industry is sales leadership, or more specifically, the lack of consistent, value-add coaching. Probably not a profound revelation for most of you. But if [...]