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.
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
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