• Module #1: Where Are You Now?

  History & Evaluation Of Current Business Conditions

  This introductory module examines where your practice is now. For anyone who’s been in business any length of time, this will be the perfect opportunity to look at what you’ve built, decide what’s working for you and what’s not, tear it apart and prepare to do some remodeling. Times are changing, and you’ve got to change with it.

• Module #2: Where Do You Want To Be?

  Take Back Control of Your Business & Life

  Clearly defined and well written goals provide focus and direction for all your activity. Many Advisors have never learned how to properly set meaningful goals. We figure out in specific, quantifiable, measurable terms what you really want, why you want it, and lay out a clear, viable plan of how to get there. Don’t just think outside the box….Get rid of the box altogether. Then go out and achieve it!

• Module #3: Why Are You In Business?

  Integrate Your Strengths, Beliefs & Values With Your Mission

  In this session, we look at your strengths, values and beliefs, and then create a benefits laced, client oriented Mission Statement and talking points of what you do and who you do it for as a track to run on. Based on “The Big 10 Questions Every Client Is Thinking, Even If They Don’t Ask,” your mission becomes the path to which you can surrender, commit and become passionate about. Inspiration starts here with a practical and comprehensive mission, that is meaningful to both you and your clients.

• Module #4: Gathering The Horses

  Assessing Your Resources / Becoming The Best

  An inventory of both your personal and professional resources necessary to accomplish your goals as stated above. What is it going to take to become the leading expert in your field and network with others, getting out of your silo and collaborating to take a quantum leap in your business?
  Distinguish yourself from marketplace mediocrity. Develop a powerful system of self-motivation that naturally comes from within, and build the competence and confidence that eliminates any competition.

• Module #5: Planning For Success

  Develop A Viable Business Plan

  Develop a plan to achieve success the way YOU define it. Many Financial Advisors simply work as hard as they can, pick their head up at the end of the year and see how much money they made. Top Advisors have a purpose and a plan. Together, we’ll customize a one for you. By the end, you’ll know exactly how many clients you can serve, how to set fees as well as the target revenue per account necessary to reach your financial goals, how to quote those fees with confidence, and avoid “giving (even a taste of) it away for free.” You’ll also learn how to effortlessly schedule all the vacation time you need to rest and rejuvenate.

• Module #6: Marketing Magic

  Getting The Clients You Want And Deserve

  While a business plan tells you how many Clients you’ll need, a marketing strategy tells you who they are, where to find them, how to reach them and what to say once your reach them. This session teaching you how to cultivate a higher quality clientele, identify your “natural” market(s) moving beyond income, and discover what critical points need to be included in all your communications. You also learn how to customize over 20 low cost/no cost ways to market your practice, transcend your current marketing limitations and expand your horizons. Personal guidance in developing marketing communications as well as strategies for all your marketing needs. Together we build a complete, custom marketing plan with action steps! You also receive hands on guidance for creating all the marketing materials you need to succeed, including scripting, email templates and website content makeover.

• Module #7: Natural Salesmanship & Relationship Management

  Superior Selling: Nice Guys Finish Rich

  Once your marketing gets you in front of the right people, this module teaches you what to say. Building and sustaining high quality relationships is still a key to success in any business. Now more than ever, you must communicate and manage relationships effectively if you expect Client loyalty. New times demand new ways of selling and servicing Clients. Learn how to instantly qualify anyone you meet, and how to build an entire business through pre-qualified referrals who are expecting your call. Learn how to give more, get more and get real. Quote fees with confidence, and confirm your value as a trusted expert. Learn an easy 4-Step Initial Client Interview process designed to obtain new business in just one meeting. Become skilled and customize your answers to The Big 10 Questions Every Client Is Thinking, Even If They Don’t Ask.

• Module #8: Time-Less Management

  Organizing Your Time For Maximum Productivity And Least Amount Of Stress
  

  Top Advisors know what, why and how to prioritize their time, delegate tasks and eliminate distractions. The first steps in increasing productivity is to always work backwards from your goals and become aware of where your time is being spent now. This module shows you how to organize your time and office systems so you can “get a life” (which makes you a better Advisor). We examine your use of technology, learn how to be accessible and responsive without being on call, along with the single most productivity tool you need to use daily. Find out how to stop your “service liability” from killing your time, and systematize every aspect of your business for greater efficiency while keeping that personal touch with clients.

• Module #9: How Much Is Enough?

  Reducing Stress & Increasing The Quality Of Your Life

  The last third of this course focuses on the deeper issues, the very core that helps catapult you over the top, and fulfill your sincerest & highest goals. We throw open the doors and examine areas most Advisors never question, to ensure your happiness as well as your success. Everything from overall health, to specific tools such as  meditation, yoga, diet, nutrition and exercise. On the business side, issues in this module include how to avoid losing a lawsuit (very useful), and how to negotiate the purchase or sale of your business, and other exceptional situations. You also learn the key to management vs leadership, and how to continue building the business and life of your dreams.

• Module #10: Advanced Marketing Magic

  Positioning Yourself As A Highly Paid Professional

  In today’s marketplace, it is no longer enough to merely promise and deliver a superior service. A truly Elite, Enlightened Advisor creates value by adding to their client’s quality of life. The first key to success is to make sure you have something of extraordinary value to offer. Learn how to create a hard copy and virtual media campaign for little or no money, how to document your accomplishments that continually build value. Solidify your position as a leading expert while continuing to expand your business and upgrade your ideal clients.

• Module #11: The Future Of Business & Financial Advising

  Turning Crises Into Opportunities

  A broad perspective and a clear vision are needed to thrive and prosper in the coming years. Business is rapidly changing, and this module examines “The 3 C’s” of any business: The Consumer, The Competition & The Compensation Structure. You gain the confidence and skill necessary to proactively deal with these changes, recession proof your mind, and build your business purposefully, learning significant tips from other businesses. Now that we’ve built your business just the way you want it, we secure your future by making sure the rug doesn’t get pulled out from under you in the coming years.

• Module #12: Success Is A State Of Mind

  Understanding Universal Laws of Success

  From Max’s book and DVD movie, “The Keeper of The Keys”, this final module presents an overview of The Laws of Prosperity, as well as necessary inner Qualities Of Success. Understanding these laws and internalizing these qualities make up what is often called, The Soul Of Entrepreneurship. Your income can only grow to the extent that you do. Step up to the plate and claim your destiny. As Emerson once said, “Success depends primarily upon who you are, and only second, by what you do.” Learn how to apply these Universal Laws & Qualities to the ever-changing world of business and finance. For the true professional, school is never out. Opportunities exist for graduates to continue our relationship and enter into business ventures together.

• Bonus Session: Let's Collaborate + Free Marketing!

  Network Your Way To Success + Free Marketing
  

  Top Advisors know how to effortlessly network, tapping into a team of trusted resources, and taking a quantum leap in their business. As part of your Elite Advisor Mentoring, you learn how to take advantage of  40+ years of contacts to help you succeed. Offer high level valuable services, Outsource the work & Obtain free referrals! Once you master this skill, the only question becomes, “How much Success can you stand?”

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