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LearnTactix' purpose is invigorating, equipping
and developing Financial Advisors and Managers—through
dynamic, tactical training processes—in
order to increase their productivity and cultivate
enduring success.
Founded by Dave Mullen, a 33-plus year Financial
Advisor and Manager of multiple offices and
scores of the industry's top producers, LearnTactix
is a training company that draws its wisdom
from a wide variety of people, experiences and
successes. Deeply rooted in real-world practicality,
LearnTactix offers its clients a dynamic and
intensely-focused approach to elevating all
levels of Financial Advisors' and Managers'
performance, achievement and fulfillment.
LearnTactix is not interested in just creating
emotional excitement and short-term initiatives.
LearnTactix is committed to helping cultivate
successful practices through the use of proven
strategies and tactics for:
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Securing new affluent clients
• Retaining
affluent clients
• Maximizing
opportunities from existing clients
• Acquiring
new assets
• Achieving
a million and multi-million dollar practice
• Elevating
personal financial rewards
• Increasing
productivity at all levels of Financial
Advisors' careers
• Helping
managers: |
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• Develop Financial Advisors
to their full potential through effective
coaching
• Recruit successful Financial Advisors
• Improve retention of their
Financial Advisors
• Increase productivity of their
branches
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LearnTactix
is able to facilitate these objectives
through various methods, including:
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Keynote
speaking engagements—Dave's wealth
of experience enables him to address
a wide variety of timely and highly-relevant
topics |
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Interactive Training
seminars that address the four segments of Advisors and Managers that are part of every financial advisory organization: |
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Foundation Training (those with 0-2 years' experience)
• Next Level Training (those who want to
move to the $1 million level and
beyond)
• Top Advisor Training (those who have reached
the $1 million level but want
more)
• Managers (those who oversee
local and regional offices)
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COACH IN A BOX™ and LEARN™ Financial Advisor practice
management software
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