Coaching – Becoming a world-class coach to Financial Advisors is the foundation from which the successful implementation of the Big 3 is based. In this training segment the mechanics are provided that will result in a superior coaching process. Additionally, tactical strategies are shared on how to successfully implement the coaching model throughout the manager’s organization. Superb coaching will result in attracting the best talent in the marketplace, as well as the successful retention of talent

Retention – Retention of talent is critical to the success of field leadership. In this training segment all the elements of a success Advisor retention strategy will be revealed. These include critical touch points, understanding the Advisors’ mindset, insulation of Advisors from competitive offers, flight risk awareness and a relationship model that will tie the Advisor closely to the Manager.

Recruiting – Attracting and hiring the best talent in the marketplace is a critical element in the field leader’s success. This includes recruiting new talent, as well as securing talent from competitive firms. The mechanics of a new recruiting and hiring process will be shared as well as the elements required to attract the best talent in the marketplace.

Time Management – Field leaders struggle with a conflict of priorities that can lead to a reactive mode of operation, as opposed to real leadership that is based on a proactive mode of operation. Essential time management techniques will be provided to enable field leaders to implement the tactical strategies provided to achieve world-class leadership. A sample daily schedule will be shared as a practical example of how a field leader can realistically transform from a reactive to a proactive leader.

Leadership Principles – World-class leadership in financial services is among the most challenging of any industry. Successful Financial Advisors are high achievers, can be very demanding and have high expectations for themselves and the organization for which they work. In this training segment, ten proven leadership principles are revealed which, if implemented, will result in the elevation of a field manager to a superior field leader.

"A quick note to thank you for sharing your invaluable expertise and industry knowledge. The training was laser focused and one of, if not the best, coaching programs I have had the privilege of attending. I sincerely looking forward to reading your book and getting my business partner a copy to read as well.”
Matt, Branch Manager

“Thank you again for speaking to our Branch Managers at yesterday's conference. Your presentation skills are terrific; your content was even better. I appreciated the depth of knowledge that you brought to the topic and the effective way you communicated the material. The feedback I have already received has been extremely, and uniformly, positive. I believe that your workshop will have a very beneficial impact on our Managers' ability to provide meaningful coaching to their FAs. Presenting both the "what" to coach as well as the "how" to coach was a terrific idea. It was a pleasure to meet you and I hope we will have the opportunity to work together again."
Mike, Senior Vice President/District Sales Manager