If you’re an experienced manager in financial services, you would agree that we have plunged into an immense skills vacuum in the last 20 years – as training departments became compliance departments obsessed with liability. The facts are that our industry has been negligent in teaching financial advisors how to MARKET themselves. Most of your teams could literally double their production in the short term if they could just get in front of twice as many prospective “right” clients every month. Unfortunately, many of the traditional programs fail to deliver this solution for three reasons:
- Most of the sales/marketing programs on offer are taught by people without any personal experience of having produced a high level of personal income themselves.
- Many courses focus on the WHAT instead of the WHY and HOW – leaving attendees short-changed on the practical step-by-step, plug-and-play tools required to guarantee attendee success beyond the cozy walls of the classroom.
- Too many programs are crammed into 2-3 days. You cannot create sustained behaviour change without longer-term re-enforcement and spaced modular delivery.
Powerful scripts. Actual communication tools. Techniques. Strategies. Prospecting & Referral systems. It’s all here – delivered in a show-stopping, idea-every-minute delivery that draws audiences to the edge of their seat from opening remarks and never lets up until final applause.
We are a generation of master salespeople - but are we brilliant business people? The month-to-month treadmill of finding, closing and retaining clients too often leads to burnout and ultimately traps most financial advisors in an existence from which they battle to escape, switch off and maximize their lifestyle away from work. Even amongst the ranks of the MEGA producers, our industry is littered with an alarming display of unfulfilled potential, diminished health and declining client-facing opportunity. Simply put- it is getting harder and harder to make an above-average living, ironically in the midst of the greatest time of abundance in the history of financial services.
The real hidden impact of industry regulation has been a "slowing down" of an entire generation of financial advisors who have forgotten how to be entrepreneurs. Desk-bound and increasingly strangled by compliance issues, many advisors appear to have forgotten that 80% of our non-consulting time has to be spent in new client acquisition. Never in history have so few advisors had the opportunity to counsel so many confused clients and get referred into more key relationships, continuing the process in perpetuity. Any advisor or company not enjoying explosive growth in both client-building and revenues has DO something differently – instead of just TALKING about it.
In his humorous, practical and action-packed sessions, Anthony leads attendees on a roller-coaster ride of the exact “How To’s” of 21st century client-building and differentiation. Deliver him to an audience with minds open to fresh thinking and watch them leave armed with the weaponry to win today’s business-building battle – being fought in a crowded marketplace at lightning-fast speed. Not one for light-hearted puffery or empty inspiration, Anthony invites you to confront the tomorrow’s challenge with the tools and opportunities that already exist in your office, market place and on your computer.
Using several of the exact approaches on offer in this session, thousands of Anthony’s speaking and coaching clients across the globe have achieved spectacular increases in revenue and sustained practice-building. Attendee learn what to SAY and SEND to clients and prospects, WHEN to do so and HOW to unleash a torrent of new business in the months following his sessions.
His practical seminars detail the exact step-by-step approaches required to boost activity momentum and revenue results through working systems & structures which have proven their value in doubling, trebling and often quadrupling production amongst dozens of Anthony’s client companies over the past 20 years.
If your advisors have been in the profession for 20 years, they will learn how to commence effective succession planning and dramatically improve their chances of profitably exiting their business. Advisors in the industry for less than 2 years will walk away equipped with critical strategies to guarantee a smooth transition from Rookie to Superstar – using techniques never shared with them before in their initial training.
As a bonus, Anthony is also available to work with your management team on the issues of recruitment and retention when he visits with your next audience.