Financial advisors must manage a dynamic book of client relationships while maintaining a pipeline of new business, all in an increasingly competitive marketplace.
We've designed these Advisor Institute programs to help you grow your business. You'll learn how to narrow in on your target client, create messaging that brings in referrals and have conversations that drive action.
Craft and deliver the right message
Appeal to the clients you want to work with
Forge relationships that bring in referrals
Ken Haman
In this program, advisors will learn how to generate more referrals without directly asking for referrals. Watch this video to get a summary of the program and download the white paper below for more detail.
Explore the art of requesting a referral, including common mistakes advisors make when seeking a referral, messaging strategies that motivate action and practical approaches to inspire referrals from your network.
Understand the obstacles associated with managing an effective retirement and discover a step-by-step exit model that can be followed by both the Retiring Advisor and the Purchasing Advisor.
Learn how to tightly define your target market, how to improve the impact of your messaging and how to develop a powerful and customized Unique Value Proposition—all while avoiding some common mistake.
Competition among advisors for new clients continues to accelerate. Thousands of advisors vie for a small number of uniquely successful prospects. To respond to these pressures, advisors must continuously build trust and create more satisfying experiences for their clients.
We use behavioral science to equip you with the power of influence. Our programs will teach you to choreograph these conversations so that every interaction you have with your clients can drive your commercial success.
Understand what your clients need
Respond to clients with purpose
Keep your clients happy
Ken Haman
In this program, advisors will learn how to communicate with clients using a combination of visuals and verbal descriptions to create a more influential message. Watch this video to get a summary of the program and download the white paper below for more detail.
Learn a simple, but powerful four-step strategy for describing your wealth-management practice.
Recognize the importance of developing and maintaining a current point of view about the markets and presenting it effectively to clients.
Understand how and why investors become reluctant to take action and how to select motivating investment ideas.
Being a financial advisor is a challenging full-time job, and managing employees is an additional responsibility. But successful advisors see the value in building a larger organization that can capitalize on collaboration and specialization.
Learn to build a new team from scratch or develop junior talent into rainmakers. We'll help you avoid the classic mistakes advisory teams have made in the past.
Find the right talent
Manage people who hate to be managed
Develop rainmaking skills in junior advisors
Ken Haman
In this program, team leaders will learn how to coach advisors to become rainmakers. Watch this video to get a summary of the program and download the white paper below for more detail.
This program is for team leaders who manage the new business activity of staff members who must perform independently and are resistant to being managed
Gain practical guidance for building an effective business plan that can drive new, profitable growth as well as ensure you're spending your time and resources in the right places
Recognize and address the differences of opinion that will be expressed on a multi-person team and discover insights to align values across the entire team
Podcasts
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