No one does it alone
Â
We’ve heard it a million times…you think back to your first few months as a new advisor. No one trained you. You had to take the initiative and advocate for yourself. But remember, there was someone there for you. A mentor, a supportive colleague, or a helpful admin. None of us succeed alone.
Imagine how much faster you could have learned and how many more people you could have helped with purposeful support and a customized plan.
When we have better tools and knowledge, we excel. It's about creating a modern environment for the next generation while honoring the path you've paved. Moving forward without a well-crafted plan, training, and accountability wouldn't align with your commitment to excellence.
So, you hire a partner
Â
Just like you outsource payroll, investment management, marketing or other coaching. You outsource for time-saving, and quality, and to level up yourself and your business. ALL is this partner and serves as a plan creator, executor, manager, mentor, teacher, and sometimes “bad guy” so you don’t have to be.
Our ongoing support of your new advisors training and development is ultimately the key to your client’s future experience and the value of your business.
You wouldn’t leave that up to chance.
Working with a partner who creates a plan with you, and executes on teaching and managing your new advisors to form all the right habits to succeed, saves you time and takes the burden off of your staff. Â
I'M READY FOR A PARTNER!We've got a plan
Â
We know that your advisors have different needs at different levels. So we work with you to assess the needs of your new advisor and build out a custom plan on 1 of 2 tracks.
Track 1: Focuses on new interns or paraplanners who will become advisors who need support getting licensed, learning the ropes of being an advisor, and forming the right habits.
Track 2:Â Serves lightly experienced advisors who need more action-oriented business ideas, higher-level coaching, and purposeful plans to find and win clients.Â
Each plan includes online courses, 1:1 training, deliverables, group sessions, and coaching time with the senior leaders of the team. Both plans begin with foundational training as outlined below.
Â
Foundational Courses
Understanding Your Professional Brand Image
Personal Expectations and Goal Setting
How to Win Friends and Influence People (EQ)
Track 1 Courses
After foundational courses, track 1 focuses on the needs of brand-new individuals.
Activity & Time Management
Exam & Study Schedule Preparation
Product Review and/or Technical Training
Career Path Mapping
Track 2 Courses
After foundational courses, track 2 focuses on the lightly experienced advisors.
Building a Business Plan
Create a Stellar One-page Marketing Plan
How to Find Clients
Client Approach Presentations
Training & Coaching Solutions
A training track for every new advisors' needs before and after launch.