Personal and Professional Development and Consulting Services

Developing Advisors and Managers to Thrive in a Challenging Business Climate
The process begins with a thorough analysis of your training goals and objectives. Based on the results, a comprehensive development program that meets your unique needs, or those of your branch or firm, is prepared.

Our facilitators then deliver your program utilizing a variety of instructional and adult learning methods. In addition to classroom lectures a variety of other information and skills are transferred using case studies, role playing, games and exercises and most importantly, questions and answers and the contributing and sharing of ideas.

Some of the programs we currently deliver include:

• Branch Management Development
• Performance Coaching – Increasing Assets and Revenues
• Sales Manager / Assistant Manager Development – Building a Bench
• Recruiting, Interviewing and Selecting
• Managing Marketing Campaigns /Conducting Successful Sales Meetings
• Effective Strategic Planning for Branches

Investment Advisor Development

• Basic Prospecting, Selling and Business Management
• Mid-Tier Producers – Breaking through Business Plateaus
• Top Producers – Profitable Practice Management
• Top Producers – Embrace New Business Development
• Strategic Goal Setting and Planning for Advisors

Maximizing Results through Teams

• Are Teams for You? – Exploring Partnership and Team Opportunities
• Leveraging Your Current Team – Maximize Your Investment in Each Member

Personal Coaching and Development