The need for a team to have structure, accountability, organization, and empowerment is critical. Information learned and resources provided in this module will provide your entire team with a complete understanding and documentation of all functions, roles, and responsibilities necessary to effectively and efficiently run the business. Open the content by clicking on content link […]
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Get all you need to understand how to compensate Financial Advisors you hire in this Financial Advisor Compensation training. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use request access.
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Clarity and inspiration for the adoption of an advisor career path and related self-sustaining business is provided. As a result of taking this course, you will understand the benefits of career pathing for your business and describe how the ensemble practice leverages the talent on your team as well as developfinancial advisors in the backstage,
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Tix Marketing is a successful marketing program designed to drive prospect to your events and teach you how to increase your seminar attendance and conversion rate. It includes topics such as: Creating a Raffle Ticketing Program, Seminar Management, and Appointment Processing. Open the content by clicking on content link below ‘Course Content’. To access to
The Right Fit Advisor® course provides a deep dive into the process of hiring, onboarding and training the right associate advisor(s) for your practice. Topics covered include: how to post create and post job ads, how to identify the right type of advisor for your firm, onboarding and training best practices. A wealth of supporting
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This course provides you with a detailed overview of the Family Estate Organizer, the benefits to you as an advisor, and the benefits to the prospects and the clients to whom you offer this value-added service. You are going to hear about key tips, tools, and best practices that make the utilization of this tool
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This process takes you through step by step on how to gain referrals from existing clients, and how to turn those referrals into clients. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use request access.
The Referral Experience® Read More »
The process takes you through all the steps to become a trusted social security consultant and provide a unique service which is in critical demand in your community and throughout the country. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or
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Client satisfaction and relatedly, referrals, are crucial parts of an advisor’s business. Utilize this comprehensive system to use the NPS survey to measure client satisfaction and generate referrals for your practice. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use
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Explore concepts with top advisor, Mary Sterk’s marketing processes and how you can implement many of the programs to help you and your practice be Your Personal Best! Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use request access.
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