Field Trainers
Field trainers are expected to bring valuable insights and solutions to practitioners that run the gamut from the greenest of rookies to the most sophisticated elite team leaders. The range of skills, content knowledge, and professional insights necessary to address the scope of these challenges, can be truly daunting. We at crossroads professional consulting provide the structure, systems, tools, and templates necessary to help field trainers provide valuable content and council to the practices placed in their charge. The ultimate goal is for field trainers to be able to walk into any corner office within their territory and simply ask, “so where does it hurt”? No matter what the response, together we can provide important insights and valuable solutions to the challenges they face.
First, we begin with a complementary deep discovery call to:
- Determine what are the primary challenges you are trying to overcome.
- Discuss the audiences current state, critical needs, and greatest opportunities.
- Walk through the core content and solutions on our multimedia website to help you understand the scope and depth of our potential solutions.
- This walk through might also crystallize other areas upon which you might want to focus some of our training and development time.
- We will then have enough information and insight to discuss the proper workshop structure, content sequencing, and virtual follow-up necessary to accomplish your objectives.
How It Works
Workshop Structure
Depending on the scope of your needs our highly customizable workshops can:
- Be 1 or more days in length.
- Be 1 or more events staggered throughout the year.
- Each workshop will have virtual follow up sessions to incrementally walk through the content in more depth, answer any questions that might have arisen and discuss any active cases that the participants might want feedback on.
- This virtual follow up can include attendees and/or your professional development or management teams.
- We can incorporate a “phone a friend” for select attendees and field managers for a quick triage call.
Sample Agenda
Day 1 - Helping your advisors build a solid business foundation and a synergistic team
Time | Topic |
8:30 – 9am | It’s All About Complexity: wealth creates financial complexity which demands a sophisticated team solution |
9 – 10:30am | Constructing a structurally sound practice: building simple, elegant and repeatable systems to drive performance |
15min | Break |
10:45am – 12pm | Creating a synergistic team: Leveraging the power of diverse talents, skills, background, and insights |
12 – 1pm | Lunch Break |
1 – 2:30pm | DISC: a tool to enhance communication, collaboration, and role delineation |
15min | Break |
2:45 – 4pm | Picking the Lock of Complexity: open Q&A on any topics the audience wants to discuss |
4 – 4:15pm | Wrap up and preview of day 2 |
Day 2 - Helping your advisors optimize and sustain their personal and professional performance
8:30 – 10am | Compelling Conversations: mastering the “recurring conversations” you have with clients and prospects |
15min | Break |
10:15 – 11:45am | Energy Management: everything you hope to achieve personally and professionally assumes you have the energy to accomplish it |
11:45am – 1pm | Lunch break |
1 – 2:30pm | Building a Life “On Purpose”: learn to build a solid foundation of purpose upon which to stand both personally and professionally |
2:30 – 3pm | Break |
3 – 4pm | Succession Planning: optimizing value whether purchasing or selling |
4 – 4:15pm | Wrap up |
Pricing
Because each engagement, whether Consulting Services, Workshop Structure, or Keynote Presentation, will be designed and structured to meet your needs, all pricing will be customized based on our initial discovery call.
