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Training For Financial Advisors
We're very excited to continue our collaboration with Adri Miller-Heckman*, Success Coach for Financial Advisors, by offering 3 new ***FREE*** training calls FOR ALL SERVICE PROFESSIONALS on:
CREATING A CLIENT GENERATING MACHINE
TRIPLE your client base NOW... Creatively, Continuously, and Cost-Effectively!
Hear the secrets from TWO experts on THREE **FREE** tele-conference calls - Dec. 2nd, Dec. 16th and Jan 13th!
Barbara Stanny is a best selling author and the leading authority on Women and Money. Her Secrets of Successful High Earners® "Seminar-in-a Box" turn-key package has helped hundreds of professionals offer a provocative and compelling seminar - creating a client generating machine.
Adri Miller-Heckman wrote the book Seminars for the Financial Advisor (a process that is equally effective for independent agents in any industry), and is a "seminar expert" who has helped thousands of Advisors utilize seminars to grow their businesses.
Over the next 3 calls, Barbara and Adri will share the secrets to creating your own "Client Generating Machine" in today's economy that, once turned on, will fill seats in a turn-key, repeatable manner at relatively low cost to you. The key benefits are a future stream of prospective clients and contacts for less effort and cost, and building a strong brand.
(note that when you register you will be asked to input some contact information but no credit card information will
be taken)
Call #1 - "Filling The Seats, Creating a Buzz" - The biggest hurdle for most
Advisors hosting a seminar, is getting people into the room. On this call you will learn 6 simple steps that will help
you fill the seats, generate a BUZZZZZ... and maintain the momentum!
December 2nd, 2009.
Call #2 - "How to Engage, Educate and Elevate The Audience" - Learn the 3 most important steps to turning a good presentation into a powerful business generating presentation.
December 16th, 2009.
Call #3 - "How to Convert Your Hard Work Into Solid Business" - Learn how to triple your results with these simple actions.
January 13th, 2010
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"Seminars for the Financial Advisor"; by Adri Miller-Heckman*
(Buy the book
here)
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Seminars are back and attendance is up!
Using seminars, in today's challanging environment, Financial Services Professionals are generating more referrals and more introductions, increasing client loyalty, and more effectively prospecting for new clients. If you are not utilizing seminars to grow your business, then you're missing a tremendous opportunity. If you are hosting seminars but are generating lack-luster results, then it's time to put some life back into your seminar presentations! Adri's new book; "Seminars for the Financial Advisor" provides you with her proven 10-step process,
loads of sample materials, and the insider-tips you need to implement an effective seminar program that really generates big results!
In this indispensable new book, you'll get all of Adri's teachings and she'll show you how to:
- Implement a seminar program that actually generates new business.
- Develop greater confidence in your presentation skills.
- Use your seminars to create greater focus and discipline, driving your business forward.
- Develop a master marketing plan with your seminars as the foundation.
- Enhance contact with your clients, thereby strengthening relationships and reducing attrition.
- Maintain a steady stream of referrals to grow your practice.
After reading Adri's book you'll be more inspired and excited about the future growth of your business, and you'll have learned a new process that will be perfect for launching your "Secrets of Successful High Earners®" seminar, to create a referral generating machine.
In addition to her new book, Adri also offers a "Jumpstart Program", where she'll guide you through the implementation of her process to insure you're getting the most out of your marketing efforts!
Visit
Adri's Website to buy her book or find out more about her training programs for Financial Advisors.
*Adri Miller-Heckman built a successful financial advisory practice in Newport Beach, California solely through the use of seminars. Since then, Adri has spent the past 10 years coaching and training Financial Advisors in the art and process of implementing an effective seminar program that works.
She is a senior executive financial services expert with extensive nationwide training experience in business development. Her 22-year tenure with the industry and 13 years with Smith Barney/Citigroup includes positions as Sales Assistant, Branch Administrator, Financial Consultant, National Training Officer and Director of National Sales for Women and Co. a division of Citigroup. In her current role as consultant and Coach to Financial Advisors, Adri provides one-on-one monthly coaching, group teleconference training programs as well as developmental workshops and motivational presentations. Adri specializes in helping the Advisor create a strategic marketing plan that dramatically increases referrals and enhances client relationships, while freeing up more time to prospect and grow their business.
To receive information on Barbara's upcoming tele-seminars, coaching and training sessions:
join her free Inner Circle Club!
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To learn how this amazing turn-key seminar can help you grow your business, click here.
I set a goal of $100,000 in billings for this year and am happy to tell you I had exceeded that goal by the end of May. What is more, being uncomfortable is no longer very uncomfortable. Disappointments and even outright refusals/rejections now feel like part of the landscape instead of the monumental cliffs I had imagined them to be before. Thank you, Barbara, for your clarity and inspiration. ~ Mary D.
I am writing to thank you for the extraordinary difference that you made in my life. When we began to work together last year, I knew that working on money issues was a priority. Thanks to your direct observations and approach, we quickly uncovered the core issues that really have held me back financially, professionally and personally.
Our work together has been life-changing and has brought me to a new outlook and understanding of myself. You're right. It's not about money.
Today, I experienced just one of the many positive side effects of all of this work - my six-figure salary was more than doubled. I've learned to understand and speak up about the value of my contribution. Additionally, I renegotiated my credit card interest rates today to something much more advantageous. (smile) I did this while checking on the card's expiration date and realizing that I could do better. I've learned to ask questions. Finally, my marriage has taken a new turn for the better and there is much truth-telling that has been beneficial for both Dave and me.
Barbara, thank you, thank you for the courage, clarity, wisdom and compassion that you bring to the work that you are doing. I look forward to working with you again in some way. Meanwhile, I'll keep referring you and your work to others.
~ Kate
Thank you, Barbara. And thank you for the brilliant, healing way you acknowledge. I have never known anyone whose communication acknowledgements of 1. identifying where someone's at, and 2. afffirming/celebrating, go straight to the heart. It's as Stephen Covey in his book SEVEN HABITS OF HIGHLY SUCCESSFUL PEOPLE said,"The highest potential and purpose of a communication is transformation" This is my experience of you. ~Deep love, Liz M.
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