In this video, Matt Oechsli shares FastTrack for Growth, a training program specifically for new financial advisors.
Learn more about The Oechsli Institute's Financial Advisors Coaching program. [ Ссылка ] | 800.883.6582
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One of this biggest challenges in the industry is training new advisors. The failure rate is just way too high. And as we all know, new advisors require a lot of time and attention, all of which are at a premium.
If you're a new advisor, you need to enroll in FastTrack for Growth. If you're managing advisors, you need to enroll all of your new advisors in FastTrack for Growth. This is an 8 week virtual training program that we developed from the ground up specifically for new advisors. LOS 0-5.
This program has been carefully constructed to compliment all new advisor in-house training. Quite frankly, there is nothing out there like it.
Our sole objective is to help develop the next generation of advisors. New advisors are the next generation. They're our future and the future is now, so become part of the future and enroll in FastTrack for Growth now.
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FastTrack for Growth is an 8 week webinar series for new advisors. Learn more here: [ Ссылка ]
Since 1978, The Oechsli Institute has helped financial advisors achieve their goal of reaching more affluent clients and building long-term personal relationships with those clients. For more than three decades, they have conducted ongoing studies on both the affluent, in their decision making patterns, and elite advisors in their marketing and sales tactics. The goal is to help advisors and teams improve their sales and marketing efforts, modernize their service models -- all while strengthening the loyalty of their affluent clients.
Books:
Best Practices of Elite Advisors (NEW book by Matt Oechsli & Stephen Boswell!)
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The quickest way for a financial advisor to become an Elite Advisor is to model the Best Practices of Elite Advisors. This book is designed to serve that purpose; a road map for replicating the actions of the industry's elite.
Becoming a Rainmaker (by Matt Oechsli)
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Simply put, Rainmakers are those financial professionals who consistently bring in new affluent relationships. They are the highest compensated financial professionals, they are the most sought after financial professionals, and they are not for hire. Rainmakers are self-made.
If you have not become a Rainmaker and want to, this book is an invitation directed personally to you. Buckle up your seatbelt, because "Becoming a Rainmaker" will teach you how to:
1) Develop the mindset of a Rainmaker
2) Execute the High-Impact activities of a Rainmaker
3) Master the affluent Sales Skills of a Rainmaker.
New Financial Advisor Coaching
Теги
financial advisorfinancial advisor coachfinancial advisor coachingfinancial advisor marketingfinancial advisor saleselite advisorsaffluent investorsaffluent clientsOechsli InstituteMatt OechsliKevin NicholsStephen BoswellRainmakernew financial advisor coachingnew advisor coachingnew financial advisors