All top-producing advisors have mastered the 3 critical aspects of high performance within the financial services industry: they've cultivated a confident growth mindset; they've developed and successfully marketed a confident business structure; and they've created and implemented a confident growth plan that ensures enduring prosperity.
Throughout these four sessions, we will dissect the individual elements of these three confidences and show advisors, step-by-step, how to make them their own. This program is designed to help financial advisors grow their businesses through the implementation of systematic and process-driven structures and strategies. From marketing to prospecting to client onboarding, from unique value proposition to operational playbooks, Building Bigger & Better will reveal what it takes to achieve top-producer status.
Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors
- Quickly develop the mindset of a Top-Producer
- Put the structures in place to support dramatic growth
- Become the Personal CFO to your Ideal Clients
- Build a marketing and prospecting plan that attract significantly more of your Ideal Clients
- Double your client acquisition in 3 years . . . or less
$599
End of Summer Sale
Approved for 4 CE credits by FP Canada.
About Your Instructor
Daniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner of the financial education firm Advice2Advisors, which trains, mentors and coaches financial advisors of all tenures.
Dan is a CFP, a member of STEP, the Society of Trust and Estate Practitioners, a former chair of the FP Research Committee and board member of the Foundation for Financial Planning.
He taught Personal Financial Management in the MBA program at the Schulich School of Business for 22 years and is the author of The Financial Advisor’s Guide to Excellence and the newly released Building Bigger & Better. He was a regular contributor to the financial advisors' section of Nasdaq.com. Dan regularly presents keynotes and trains advisors across North and South America.
