Wholesalers
The day of the wholesaler as product sales person died years ago, and in too many cases we simply failed to pronounce last rites. Competition and technology have turned investment products into pure commodities (and Chat GPT will radically accelerate this trend). The greatest challenge facing financial advisors is not“running money” but“running businesses”,which have become increasingly complex over the past 25 years. If you can help them create a sound business structure, incorporate coherent and elegant systems, while managing and leading a diverse group of high performance team members, they will beat a path to your door. Walking into an advisor’s office with a research report, mountain chart and marketing brochure may occasionally work with rookie advisors just learning about the industry. But for elite advisors today, it’s all about consulting; walking into their offices without an agenda and simply asking,“where does it hurt”and being equipped, no matter what the answer, to offer important insights and potential solutions. This approach and capability will be the key to remaining relevant both now and into the future.
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 clients build 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 clients 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.
