8/15/2024
1 Day Event
Memory Training
Time: 8:30 AM - 1:00 PM (Thursday)
Location: University Club atop Symphony Towers
750 B Street; 34th Floor
San Diego, CA 92101
9/10/2024
10 Week Series
Client Acquisition Training
Time: 9:00 AM - 11:00 AM (Tuesday)
Context: Once per week for 10 weeks
Location: University Club atop Symphony Towers
750 B Street; 34th Floor
San Diego, CA 92101
Generate Revenue
Learn a proven step-by-step process that you can follow to effectively generate revenue
Obtain Prospects
Learn proven strategies on how to add more prospects to your pipeline and grow your client base
Get Licensed
Take your first step to entering the Financial Services industry and becoming a Financial Advisor
9/20/2024
1 Day Event
Filling Your Prospecting Funnel: Group Networking
Time: 9:00 AM - 11:00 AM (Friday)
Location: University Club atop Symphony Towers
750 B Street; 34th Floor
San Diego, CA 92101
Testimonial
Dietz and Lynch Capital
New Client Acquisition
We believe that getting prospects to say “yes” is much easier when you follow a proven process. Learn how to make client acquisition a proven and repeatable process. Each step will be broken down to teach you insights to buyer psychology, word tracks to use, and best practices to run an efficient new client acquisition process. With built-in opportunities to practice the skills in each stage you will finish the course not just smarter, but more effective.
Expand Your Network
One of the most important things an advisor needs to know is how to meet more people. This is not just a quantity metric either. There has to be a quality metric to it as well. The Advisor that has an endless number of new people to talk to, has the ability to determine the level of their success.
In this course, we help Advisors isolate their ideal client, learn different strategies to reach that market, and develop the skills to execute successfully.
Get Licensed
Choosing to become a Financial Advisor is a wonderful career choice! If you have made that decision; congratulations! Now the work begins. Before you do anything client related, you need to pass the licensing exams. Although many find it daunting and/or tricky, we designed a process that can simplify the experience. When you follow our process, it dramatically increases your ability to pass the exam. We know this because we have helped hundreds of new advisors pass with an 85% success rate. You can learn it too!
F.A.Q.
Common questions about our trainings
Yes! Each training has the ability to be offered to a private group. Schedule a conversation to discuss the details.
We typically hold between 4 – 6 public training events each year. The rest of our trainings are typically private events for our clients.
Our training is designed to help participants develop skills during the training event. Too many training programs tell people what they need to do, but never how to do it. We don’t do that. Participants learn both in our trainings!
It all depends on the skills you need to develop that help drive the outcomes you want to see. If you are unsure of which training is best, we encourage you to schedule a conversation with us to discuss your situation.
Yes! Due to how each course can inter-relates with the other, you may find benefit in attending courses simultaneously. Feel free to reach out if you want to discuss the best sequencing for your situation.
Reservations are fully transferable and are refundable within 3 days of the enrollment date.