Testimonial
Dietz and Lynch Capital
The ability to convert an interested prospect into an actual client is critical to any advisor’s success; especially when they are early in their career. So often advisors are told what they need to do and specific outcomes they need to obtain. Unfortunately, they are rarely taught how to do it. Sometimes, they are even taught the “wrong” way to do it.
If you look at some of the most successful advisors in the industry today, they have a clearly defined process. When you peal away the personality and nuances, they almost all follow the same process. When new advisors are taught this process, it provides a path to success. Imagine, a step-by-step process that is proven to work!
What makes this course different than any other is in addition to teaching you what to do, it also teaches you how to do it. Each step of the process will be broken down to teach you insights to buyer psychology, word tracks to use, and best practices to run an efficient practice. With built-in opportunities to practice the skills in each stage you will finish the course not just smarter, but more effective in execution.
Course Overview
Key Details
- 10-Week Course
- Live Virtual Instruction
- Consultative Approach
- Broadly Applicable
- Proven Successful
What you will learn
- How to Clearly Articulate Your Value Proposition
- 6-Step Planning Process
- Consultative Selling Skills
- How to Resolve Objections
- How to integrate prospecting
- Practice Management Strategies
Weekly Topics
- Client Building Perspective
- Value Proposition
- Beginning the Conversation
- Initial Appointment
- Business Owner Needs
- Preparing Recommendations
- Presenting Recommendations
- Objection Resolution
- Effective Annual Reviews
- Practice Management
Course Schedule
Frequency: Weekly
Day: Wednesday
Time: 7:30 AM PST (10:30 AM EST)
Length: 90-minutes
Platform: Microsoft Teams
Frequency: Weekly
Day: Wednesday
Time: Noon PST (3:00 PM EST)
Length: 90-minutes
Platform: Microsoft Teams
Ways to Enhance Your Sales Skills
Join advisors from across the country to learn a proven “sales” process. This virtual course will teach you the step-by-step actions you need to do to make prospects turn into clients. It also teaches you the skills necessary to be efficient and effective!
Do you already have some experience, yet looking to enhance your skills? Are you looking for more one-on-one coaching focused on figuring out how you can be more efficient and effective in your sales process? If so, this option is perfect for you. Over the course of 12 weeks you will have individual coaching sessions to refine your process and help you experience explosive growth.
Do you have a group of new advisors that need foundational sales training? Do you have a group of experienced advisors that need help taking their skills to the next level? Our customized training course provides team leaders the leverage they need to accelerate group production to the next level.
F.A.Q.
New Client Acquisition
The course is a 10-week series comprised of one 90-minute live webinar each week.
Each course in the series is really designed to build off of the prior course which makes it hard to attend an individual course without the others.
To be successful at each strategy you must know what to do (i.e. the process) and how to do it (i.e. the skill). During the course you will receive both the process steps and skills to be effective. You will be given time to role play the skills with others in the program to begin the development of what will make you success.
Each session will be recorded and all participants in the course will have access to the recordings for the duration of the course and six weeks following.
Microsoft Teams will be used to present each session where you will have a live presenter who uses PowerPoint slides to cover the material.