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COACHING PROGRAMS

Breaking Through

BREAKING THROUGH

Our Flagship Coaching Program for Top Financial Advisors

Breaking Through is designed to help top financial advisors swiftly move to the elite level. Through this intensive coaching program, you will substantially increase your client impact, dramatically grow the value of your business—both net income and practice equity—and greatly improve your quality of life.

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Roundtable

ROUNDTABLE

The Graduate School for Elite Financial Advisors

Roundtable is the graduate coaching program for Breaking Through participants. Roundtable helps these top financial advisors transform their already successful practices into thriving entrepreneurial businesses that continuously grow as they serve their clients well, positioning stakeholders to maximize equity value and build a great quality of life.

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ONLINE SOLUTIONS

ATTRACT THE AFFLUENT

ATTRACT THE AFFLUENT

  • Build a Steady Stream of Prequalified Affluent Clients

Attract the Affluent is an intensive coaching program unlike any other available. This will have an immediate impact on your success. We have designed it to help you quickly implement a series of simple strategies to create a steady stream of new affluent clients—in just 90 days.

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STRATEGIC ALLIANCES

FORGE POWERFUL STRATEGIC ALLIANCES

  • Move Upmarket Through Partnerships with Professional Advisors

Forge Powerful Strategic Alliances will enable you to fully leverage the most effective business-building technique we know. Through winning alliances with CPAs, attorneys, insurance specialists and other professionals, you will move dramatically up market to serve more affluent clients.

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CORPORATE WORKSHOPS

ACCELERATING YOUR ALLIANCE

ACCELERATING YOUR ALLIANCE

  • Maximize the Potential of Your Strategic Alliances

This intensive one-day workshop enables financial advisors and their strategic alliance partners to maximize revenue by serving their mutual clients extremely well. In one day, participants refine their roles as strategic partners, structure their long-term relationship and discover the best practices for successful alliances. Throughout the workshop, financial advisors and their alliance partners apply their knowledge to develop their action plan. No other workshop offers this level of focused strategic planning specifically designed to accelerate the success of strategic alliances.

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CAPTURING THE POTENTIAL

CAPTURING THE POTENTIAL

  • Accelerating the Success of Top Financial Advisors

This program shows financial advisors how to realize the tremendous potential of today's market opportunities as they build a wealth management experience designed to delight affluent prospective clients and clients. Your financial advisors will discover how to increase wallet share and generate a steady stream of qualified referrals resulting in a significant increase in assets under management—simply by serving their clients more effectively. Includes access to Capturing the Potential Online for a full year. Customizable to meet the specific needs of client firms.

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STRATEGIC ALLIANCES

FORGE POWERFUL STRATEGIC ALLIANCES

  • Move Upmarket Through Partnerships with Professional Advisors

This intensive workshop enables financial advisors to develop a steady stream of new qualified prospective clients through well-crafted alliances CPAs, attorneys, insurance specialists and other professional advisors. Participants discover the role of each strategic partner in successful alliances, how to structure a solid, long-term relationship and the best practices to delivering a world-class experience to their mutual clients. Includes access to Forge Powerful Strategic Alliances Online for a full year. Customizable to meet the specific needs of client firms.

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MASTERING CONVERSATIONAL MARKETING

MASTERING CONVERSATIONAL MARKETING

  • Build Your Success Through Conversation

This comprehensive workshop shares today's most effective methods for financial advisors to systematically connect with affluent prospective clients to generate additional assets under management. Your financial advisors will discover how to position themselves as experts in their market niches to leveraging the latest social media tools and will leave with powerful techniques for motivating qualified prospective clients to seriously explore working with them. Includes access to Mastering Conversational Marketing Online for a full year. Customizable to meet the specific needs of client firms.

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