Practice Development for Investment Advisors
Practice Development for Investment Advisors
Our webinar series on Practice Development for Investment Advisors provides you with the tools, knowledge, and strategies needed to grow your financial advisory practice.
- Do you feel that your firm’s new business generation is starting to stagnate?
- Is your firm’s new business overly dependent on too few of your advisors?
- Do you have new advisors that could benefit from a comprehensive financial services prospect development course?
- Do you have advisors who can close business but just aren’t developing new opportunities?
- Do you have advisors that have plateaued in their new business results and need a refresher?
- Could your team members benefit from an holistic approach for generating new business opportunities?
If you answered yes to any of the above questions, please consider joining our comprehensive webinar series on growing your financial advisory practice. In this series, we will be covering five essential topics to help you grow your financial advisory practice and achieve your goals. This series is designed to give you a comprehensive understanding of these critical topics and provide you with the information you need to advance your financial advisory practice to the next stratum.
In today’s fast-paced financial landscape, it’s more important than ever for financial advisors to be proactive in seeking new clients and building their book of business. The art of prospecting is the foundation of any successful financial advisory practice, and it’s crucial to understand how to effectively identify, target and engage potential clients. Whether you are a seasoned professional or a new financial advisor, this webinar will provide you with the latest techniques and strategies for prospecting in today’s market.
We will cover the essential elements of a successful prospecting plan, including identifying your target market, understanding their needs and desires, and building a pipeline of potential clients. You will learn how to leverage your network, engage with potential clients, and make a lasting impression.
By the end of this webinar, you will have a better understanding of how to prospect effectively and build a strong and successful financial advisory practice.
#2 CLIENT REFERRALS
One of the most powerful ways to attract new clients is through word-of-mouth referrals from your existing clients. In this webinar, we will explore the techniques and strategies for generating client referrals and how to make them an integral part of your business.
You will learn how to build strong relationships with your clients, identify opportunities for referrals, and ask for them effectively. We will also discuss the importance of creating a referral-friendly culture in your practice and how to reward and acknowledge your clients for their referrals.
By the end of this webinar, you will have a better understanding of how to generate client referrals and make them a reliable source of new business.
#3 GENERATING EXTERNAL (COI) REFERRALS
If you’re a financial advisor looking to grow your client base, you understand the importance of building a strong network and generating referrals from your clients and other professionals in your field. In this webinar, we will explore the strategies and best practices for generating external referrals, also known as Centers of Influence (COI), to help you expand your business and increase your client base. We will cover the key components of building strong relationships with COIs, how to approach them, and what you can do to make sure they continue to refer business your way. Join us to learn how you can take your referral game to the next level!
#4 MARKETING IDEAS TO GENERATE OPPORTUNITIES
In today’s competitive financial market, it is crucial to stand out and attract new clients to grow your business. Whether you are a seasoned financial advisor or just starting out, we understand that marketing can be a challenge. However, with the right strategies, you can effectively reach potential clients and create new opportunities for growth. In this webinar, we will explore proven marketing techniques and share practical tips that you can apply to your own business. Join us as we delve into the world of financial advisor marketing and discover new ways to generate leads, build relationships, and grow your business.
#5 PROSPECTING FOLLOW-UP DISCIPLINE
Prospecting is a vital aspect of building a successful financial advisory business. However, it’s not enough just to make initial contact with potential clients – it’s equally important to follow up effectively and consistently. Effective follow-up can mean the difference between a lost opportunity and a successful relationship. In this webinar, we will explore the best practices and techniques for prospecting follow-up in the financial advisory industry. We will cover the key steps for maintaining a consistent and disciplined follow-up process, and provide practical tips for staying organized and on track. Whether you’re a seasoned financial advisor or just starting out, this webinar will provide you with the tools and strategies you need to maximize your prospecting efforts and build a thriving business.
Pohl Consulting and Training is pleased to offer a cost effective solution to your training needs. Take advantage of our knowledge, experience and expertise and give your staff what they need.
- Training is presented live and is interactive. It is not computer-generated nor does it require travel. Sessions are recorded and can be provided to those who were unable to participate in a particular session.
- Each module is self-contained and does not require pre-work or completion of another course.
- Discussion topics to facilitate in-house mentoring are provided for each segment.
- Onsite delivery and facilitation of the training program is also available.
We will conduct 5 Webinars – one each month – starting in July 2023. Each Webinar will be approximately 1 hour in length. You can join the program at any point. Each session’s content stands on its own and each session is recorded for those that miss a session. These sessions will be held on the fourth Wednesday of each month at 1:30 pm Central Standard Time.