Financial professionals have great potential today to grow and build an amazing business. The financial services industry enables you to help so many people while at the same time, building a profitable business ethically and efficiently. And although the industry has seen major changes, the opportunity to do well while doing good is there today more than ever. The industry will continue to evolve making financial products and services better for clients and in the long run for the financial services profession as well.

Below is an outline of some of the topics available. All sessions will take into account your specific company policies and regulations. Other topics are available upon request. All topics will be customized to your specific needs including content and time frame. 

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Anchoring your clients to you – How to be the advisor of choice and build a loyal client base

There is so much competition in the financial services industry today. Ask yourself this, “If your competition had the same products, same price, same level of service and same knowledge, why should the client work with you”? Professionals who can answer this question correctly will thrive in today’s challenging environment. Some of the areas discussed include:

  • Your current client experience – how to take it to the next level
  • Low-cost client service strategies to make you stand out
  • Taking calculated risks to improve your business and your life
  • How to ensure the public knows who you are
  • A system to capture all that you can do with and for your clients and specific opportunities you may be missing

A system to manage opportunities in your practice will be included

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Time Management - Taking greater control of your business and your life

We all have the same number of hours in a day, the same amount of days in a week and weeks in a year. However, there never seems to be enough hours to get “it” all done. How we allocate our time is critical to achieving the business and personal life we want and need. Some of the points covered include:

  • How to get the most out of every day
  • Having the time you want and need for yourself and your family
  • Having the right people doing the right tasks – including you
  • Only touch things once
  • Your “Model Week”
  • Resources – you don’t have to do it all alone

An editable time management plan outline will be provided for your use 

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Marketing – Low-cost effective marketing and media relations

Whether you are new in business or a seasoned professional you must always have a consistent flow of new clients to keep your business growing. Having a short and long-term marketing plan in place can be the difference in assuring the long-term success of your business. Some of the areas discussed include:

  • Why marketing and public relations are important
  • Promoting public awareness of your business
  • Newspaper, radio, television, internet and other technology
  • Low-cost opportunities for marketing and public relations
  • Unique events for new and existing clients

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Building your business plan – your “road map” for the smooth and successful running of your business.

They say when you put it in writing it is more apt to happen. Nancy will guide you through the process of putting a plan in place for the efficient and effective running of your business to take it to the next level and beyond. Some of the points covered include:

  • Setting specific and measurable goals that are meaningful and require you to challenge yourself
  • Assuring your goals are realistic
  • Developing your budget
  • Marketing, technology, and public relations
  • Taking control of your time
  • Tips for providing excellent customer service
  • Implementation and tracking

An editable business plan outline will be provided for your use

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Hiring, managing and compensating staff

Most business owners go into business because of a passion they have for the industry or career. They do not go into business to hire, train and manage staff and they often do not enjoy it and may not be good at it. But to have a great business you have to know how to build and manage a great team. Some of the areas discussed include:

  • Determining what staff/positions you need
  • Having the right people doing the right tasks – including you
  • A system for ongoing staff evaluations
  • How to and how not to interview for an open position
  • How to integrate new hires into the business
  • Compensating staff appropriately, for the business and for the staff

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Maximizing the value of your business – both while you are in it and when you are ready or need to exit.

Many financial services professionals have the ability to sell their business. This session will focus on the things you can do starting today to position your business for the maximum sale price. The sooner you start the better chance of obtaining the value you need for yourself and your family whether it be due to retirement, disability or premature death. Some of the areas discussed include:

  • Factors that determine the value of your business
  • Calculating the value of your business today
  • What you can do to maximize the value today, and in the future
  • Strategies for finding a buyer
  • Strategies to better assure a smooth transition

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NOTE:

  • Other topics are available upon request
  • All topics can be customized to your specific organization's needs
  • If you have something else in mind, reach out to Nancy and recommend a topic