SPECIALIZED Call or WEBINAR For Financial Professionals
- Click here to register
My Clients Love Me - Upgrading the profitability of my practice. Are you exceeding client expectations, helping them find clarity in addition to giving them financial advice?
Did you know that 70% of all women will fire their financial advisor within 3 years of their husband's death?* Wonder why? Maybe they need something beyond financial advice. Who is helping your client understand the relationship between their life priorities and money? Who is helping your client see the bigger picture about how money as an effectively managed resource, makes a significant difference in the quality of their life? Who is listening to your client’s emotional needs and helping them integrate management of their resources with what is important to them? If you’re not, your client may find someone who will.
We invite you to join us for this 60 minute webinar to see how you can take your practice to the next level and gain a competitive edge for the future. You will learn new ways to build long term client relationships, get more referrals, and increase your bottom line.
ALSO, LEARN MORE ABOUT OUR WORKSHOPS DESIGNED ESPECIALLY FOR THE FINANCIAL PROFESSIONAL
Half Day: "You're the One That I Want" Building Trust with Clients in These Uncertain Times
Three Day Workshop: COACHING SKILLS FOR THE FINANCIAL PROFESSIONAL
INTERESTED in going the next level?
While on the call, ask about the enhanced skills you can learn by adding the Certified Financial CoachTM designation to your credentials ..... or call us at 303-904-3177 and ask for our Director of Enrollment
"My clients love and stay with me. My closing ratio for new clients improved to over 90% once I learned the skills in the Certified Financial Coach(TM) program. Clients started sending their friends because my relationship with them is based on more than handling their assets."
AC, Certified Financial Coach
*Financial Advisor 2003
