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!
Session 1: How to Build a Winning and Prosperous Business
Overview: In the new reality we are living in, the difference between those who excel and prosper and those who languish does not lie in their technical knowledge, niche, or even their marketing strategies. It’s based upon having the right thoughts, beliefs, and habits to lay the foundation for success.
Concepts explored:
Mindfulness
Stress Management
Meditation
What you’ll learn:
- How to build mental conditioning for success
- Ways to use mindfulness to grow your connections with others
- How to overcome internal roadblocks to your business growth
Tools & resources you’ll get:
- Resources for super quick ways to incorporate mindset training in your daily life
- A script for how to start meetings with your team to get everyone’s head in the game
Session 2: How to Set High-Octane Goals
Overview : What if everything you’ve learned about how to set goals in your practice was sending you down the wrong path and actually holding you back? Learn how to tweak your plan to turn your business vision into a reality.
Concepts explored:
Visualization
Prosperity Mindset
Self-Beliefs
What you’ll learn:
- Why most goals advisors set are destined to fail
- Getting rid of limiting self-beliefs
- A fun and easy way to create goals you can actually reach and be thrilled about
- How to keep your goals front and center to boost your likelihood of success
Tools & resources you’ll get:
- Prosperity Map template
- Your individual Prosperity Picture
- Your one- and five-year goals
Session 3: Attracting Your Ideal Clients
Overview: Do you cringe when certain clients call? What if you never again had to work with a difficult person again? Imagine having your perfect clients find you!
Concepts explored:
Authenticity
Emotional Intelligence
What you’ll learn:
- How to identify your ideal client
- Actions to take to attract this ideal client to your practice
- Ways to boost your referrals without directly asking for them
Tools & resources you’ll get:
- Your Perfect Fit Client Attraction Plan
Session 4: Your Superpower – Finding Your Unique
Overview: Clients are no longer compelled to work with advisors who are physically close now that video conferencing has become so mainstream. Which means it’s more important than before to stand out from your competitors. If you’ve ever felt it was a challenge to differentiate yourself from the completion… identifying your superpower will change everything.
Concepts explored:
Superpowers
Imposter Syndrome
Big Word
What you’ll learn:
- How to identify a superpower that sets you apart from the rest
- How to focus your team find their superpowers
- How to use your superpower to grow your practice
- How to fight off Imposter Syndrome
Tools & resources you’ll get:
- Find Your Superpower Worksheet
- Your Big Word to use as the foundation for your client messaging
- Your Prosperity Triangle (maps out your three biggest strengths and how to use them)
Session 5: Amplify Your Influence: How to Communicate So Your Clients and Team Will Listen
Overview: You have great advice to share, yet clients can’t always hear what you’re saying and sometimes don’t act on your suggestions. With all of the challenges in the world today, communication is getting even more difficult. You can be an even more powerful communicator if you know the steps to take.
Concepts explored:
Mindful Listening Skills
Empathy
What you’ll learn:
- What to do to get your clients present and clear to hear what you have to say
- How to hear what clients mean but aren’t saying
- How to listen and communicate when talking to groups
Tools & resources you’ll get:
- The top 10 questions to ask to build even deeper client relationships
Session 6: Doing Work that Matters
Overview: What if you could make an even bigger difference in the lives of your clients and their families? Imagine if your work consistently felt like a calling and not a job? This can happen. You can create a business that changes the world. Sounds big? Yes. And, you have the power to do this!
Concepts explored:
Gratitude
Generosity
What you’ll learn:
- How to build your business based upon generosity
- How to create a “corporate halo” around your work
- Strategies to get your team as committed to your business as you are
Tools & resources you’ll get:
- The Generosity Focused Marketing Plan
- Your Money/Business Manifesto
Session 7: How to Boost Your Business Intuition
Overview: Do you ever get a gut feeling that you should be doing something (or not) in your business? Maybe you’re thinking about a client, so you call them, and hear, “Oh! I was just about to call you!” Do you trust these internal nudges and follow them? Learn how to follow your own good intentions to create new opportunities, build relationships, and avoid missteps.
Concepts explored:
Focus
Mindfulness
Intuition
Insights
What you’ll learn:
- The difference between intuition and the chatter in your head
- How to enhance and trust your gut instincts
- Ways to practice building your inner wisdom to help you communicate more effectively
Tools & resources you’ll get:
- Short daily practices to boost your intuition
- Guided meditation for amplifying your business intuition
