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Mattson Enterprise, Inc. | Islandia, NY
 

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Making Change Happen

Making Change Happen Boot Camp

Why do some financial advisors excel while others with great potential languish? This boot camp is designed for field leaders to help ‘awaken’ the silver bullet for success in their advisors through effective coaching. Advisors don’t have to go far at all in their pursuit of the silver bullet to transform themselves and their practice. They already have everything they need inside them. But, they do need to get rid of the obstacles inside their heads inhibiting them from peak performance.

Day 1

Morning Agenda

Understanding People
• Success Triangle
• Crucial elements of success
• Bravery issues
• Decision filters
• Identity/Role Theory
• DISC

 Afternoon Agenda

The Four Stages of Advisor Growth
• Emerging advisor
• Developing advisor
• Rainmaker advisor
• “CEO” advisors

Day 2

MORNING AGENDA
How to Be a Better and More Effective Coach
• Questioning techniques
• Discover their gaps and impact
• Getting an advisor’s commitment to change
• The Magic Question
• Proven strategies and tactics of effective coaching

AFTERNOON AGENDA
Conducting a Gap Analysis

Practice Management Techniques

The Silver Bullet for Success