Workshops and Training for Financial Services Professionals
As a former top-producing financial advisor, Ellen speaks from experience. She built, and ultimately sold, her wealth management practice using strategies and techniques not typically taught in the financial services industry. Now, more than ever, these are the skills that are needed to grow and flourish in financial services.
Contact Ellen now to talk about a program for your organization or upcoming event.
The Extraordinary Advisor Masterclass
How to Be an Extraordinary Advisor Who Created More Influence, Impact, and Income No Matter What the Markets are Doing
Want to know the secret to growing a successful advice business? In an economic upheaval?
It’s not the portfolios you build…
It’s not the policies you sell…
It’s not the stocks you pick or the ETFs you trade…
The key to growing a business these days is your ability to handle distractions, manage stress, and calm frightened people.
You have become a first responder of a kind – the frontline for your clients’ financial problems. And between the business losses, unemployment, and health scares, it can be unrelentingly hard work that can drain and deplete your soul.
Yet, these are the times when Extraordinary Advisors thrive!
The Extraordinary Advisor Masterclass Sessions:
Session 1: How to Build a Winning and Prosperous
Session 2: How to Set High-Octane Goals
Session 3: Attracting Your Ideal Clients
Session 4: Your Superpower—Finding Your Unique
Session 5: Amplify Your Influence: How to Communicate So Your Clients and Team Will Listen
Session 6: Doing Work that Matters
Session 7: How to Boost Your Business Intuition
Click below to get detailed information about this Extraordinary Advisor Masterclass.
Mindfulness: Your Business Superpower
Virtual Program Series
As I work with advisors and financial services professionals through this challenging time, I consistently see that they are trying their best to keep their clients calm and help them reach their goals. At the same time, they’re juggling new ways of working, volatile markets, working physically separated from their teams, not to mention all of the changes and challenges at home. In January, one study showed that financial services professionals feel 23% more stress than other professions… now these stress levels must be through the roof. These pressures can hurt advisors’ ability to be productive, creative, and empathetic with their clients and teams just when these skills are needed most.
What most advisors don’t know is that no matter how technically skilled they are, what compelling data they obtain, or even how great their strategies work, clients will not be calm and comfortable until their advisor is as well. This is no small matter. It is at the core of building long-term, loyal, beneficial client relationships.
Once advisors know the steps to using mindfulness as their business superpower the results are outstanding.
With these tools and skills advisors have the opportunity to more effectively grow their businesses even when times are difficult, cement long-term client relationships, and have a reserve of energy and enthusiasm to do their best work and make the difference they truly desire to make.
Mindfulness: Your Business Superpower
3-Part Series –
Session 1: Panic Detox: How to Remain Calm and Focused for Your Clients in Uncertain Times
In this interactive session you will:
- Learn what mindfulness is and how it impacts and benefits your business
- Discover how to go from autopilot to aware
- Practice meditation and learn ways to incorporate bite-size practices into your day
Session 2: Strengthening Your Self-Leadership: How to Boost Resilience No Matter What’s Going on In Your Business
In this interactive session you will:
- Explore tools to avoid empathetic burnout
- Learn to use gratitude and generosity to uplift your energy as well as boost your business
- Practice meditation and learn more bite-size practices to incorporate into your day
Session 3: Being a Mindful Leader: How to Build Your Powers of Influence and Impact
In this interactive session you will:
- Learn how to help clients feel calmer and clearer
- Discover how to communicate in new ways so your clients can actually hear you when they are scared
- Practice meditation and learn additional bite-sized practices to use on a daily basis
Dare to Go BIG
Make More Money, Love Your Life, & Change the World
Are you truly as financially successful as you want to be in your business? Do you feel the money you are making and accumulating is at the level you desire? Discover powerful strategies you can apply right now to capture more business, be a magnet for opportunities, and have your ideal clients calling. These breakthrough approaches will positively impact your own success and have a huge impact in the world.
You’ll learn:
- The biggest mistakes financial advisors make that limit production and how to avoid them.
- How to get other people to boost your success … without having to ask.
- The 5-step formula for building massive success.
Give Great Talks:
How to Wow the Crowd, Move People to Action, and Grow Your Business
Whether you’re doing a public presentation to promote your business, leading client education programs, or sitting across the table from an important contact, you need to be able to communicate your ideas with clarity and confidence.
Ellen Rogin built her successful advisory practice using presentations and has gone on to share her messages in front of thousands of people around the world. Once terrified to speak in front of a room, she’ll share the skills that took her message from church basements to the TEDx stage.
You’ll learn:
- 3 top tips to move from terrified to terrific
- 5 biggest mistakes speakers make and how to avoid them
- How to craft a powerful talk to move your audience to action
