REFERRAL STRATEGIES

• STOP Self-Sabotaging Your Referral Process!

Did you know that 80% of financial advisors have no real referral strategy?  When you have no strategy you end up shooting from the hip. That results in self-sabotaging your referral process without even knowing it.  This session addresses five destructive or obstructive actions that are negatively impacting your ability to get more referrals. It’s time to get out of your own way.

• Put an End to One-Sided COI Relationships

Are you tired of investing time, energy and money into centers of influence that are only one-sided? We know why this happens and more importantly how to fix it. In this session, you’ll learn what needs to happen between you and your COIs to get on track for a solid reciprocal relationship. You’ll take home a proactive referral process that hungry COIs can’t resist. This session will strengthen your COI relationships and improve your referability.

• My Clients Love Me, So Why Don’t They Refer Me?

As a successful financial advisor, you probably have loads of clients who love you. That’s great! But how many of those wonderful clients actually refer you? In this session, you’ll uncover the pattern that causes this stalemate. You’ll learn which clients are the best to ask for referrals and discover the secret to perfectly timing your “ask” for referrals with just the right language.

• Are There Really Riches in the Niches?

The answer is yes. Niches change everything from your word of mouth messages to who you spend your time with as COIs. Niches bring focus, separate you from your competition and enable you to leverage and further build your expertise. The Law of Attraction fundamentally supports the concept of niches which brings more profitability with less effort. Learn from someone who has successfully developed a niche and experience the impact a niche has on a firm to help you determine if having a niche is right for you.

• Stand Out And Do What Others Don’t Do To Succeed

Networking got you down? Tired of not getting what you want from networking? Only 29% of the population is doing what’s necessary to be exceptionally successful at networking.  Discover what you can do to get into that 29% and more importantly stay there! This session highlights Michelle’s Wall Street Journal Best Selling Book, The 29% Solution.

GENERATIONAL MENTORING

• Mentoring Millennial Advisors

Statistics show that the financial planning industry is aging while there is a talent shortage of young people coming into the industry. One major contributor to the problem is that millennials are not being drawn to the profession of financial planning for multiple reasons, one of which is a lack of creative mentorship. In this session, we’ll explore what millennials want from the workplace and their mentors. We’ll also highlight three creative forms of mentoring that appeal to millennials that financial firms can easily integrate.

PRODUCTIVITY

• HELP! I’m Out Of Control Before My First Cup Of Coffee

Managing your day…we all seek to do that at work and at home but it gets away from us the minute we get out of bed in the morning. Being efficient and organized are a big part of staying in control. We have the tools to succeed but because life moves so fast, we don’t have time to employ them properly or even at all. This session will have you “pause” long enough to discover what it is that you want and don’t want in your life and how to make that happen. With clarity and a plan, managing your time and life is possible.

• In Search of Work/Life Balance: Yes, you can find it (and live a peaceful life)

While some say there is no such thing as life balance, countless people still seek it. Balance is a funny thing – it’s a state you can achieve for a bit (a minute, maybe a few days, or even a week), but staying there for any sustained period of time seems virtually impossible. Discover your secret to balance by being keenly aware of what balance looks like to you so you can create a plan for when life gets crazy and knocks you out of balance again. And you will be knocked out of balance over and over again, guaranteed.  This makes maintaining balance just as important as achieving it.

• STOP Self-Sabotaging Your Productivity

Only 13% of financial advisors feels in complete control of their time. That means a 87% of advisors feel like they are living in a whirlwind! The truth is, we are our own worst enemy when it comes to living our lives. We sabotage our ability to be productive by running through life, never taking time to figure out how we’d like to LIVE our life. We do things that prevent us from being as efficient, effective and most importantly, HAPPY as we possibly can be. This session specifically addresses how you sabotage yourself from living the life you desire and (angel’s singing) how to fix it. You’ll discover the right steps to take to get out of your own way and live the life you always dreamed of.

• But I Might Need It Some Day

Imagine being able to find things when you need them…not 3 weeks later. Being disorganized can cost you a lot of money and we all know that disorganization is emotionally draining and causes stress, delays, frustration, and, of course, loss of time and money. If you’ve been miserable because clutter and chaos are ruling your life, this session is for you. Patty’s program offers simple, practical solutions on how to organize your life and WIN the clutter battle once and for all! Increase your bottom line and morale and decrease the stress and frustration of disorganization. You have nothing to lose but the clutter!

• We Have To Stop Meeting Like This

Are you tired of meeting after meeting and feeling like little is accomplished?  The cost of meetings is astronomical and it seriously impacts your firm’s bottom line. In this session, we will discuss issues that plague many meetings every day, like no follow through, nothing is resolved, not arriving on time, boring meetings, not ending or starting on time, no-shows. To make your meetings effective and worthwhile, this program is a must! (A one-hour program that starts and ends on time!)