SPECIALIZED EDUCATION & COACHING
FOR INSURANCE AGENTS & FINANCIAL PROFESSIONALS
Whether you are a seasoned industry veteran or interested in transitioning into a career in Finances, your opportunities are endless.Tap Into 37 Years Of Success With One Of America's Top Financial Coaches!
The Most Successful Agents Have Mentors. Do You?
Turning Agents Into Trusted Advisors!
There comes a time in everyone's career when you must decide " what your next level is?" Are you ready for more and prepared to take your Financial Practice to the next level and become that "Trusted Financial professional," not just that insurance agent? No longer will you just be "selling" insurance, but instead... you will be helping your clients develop financial strategies to grow their assets, reduce their taxes, maximize their incomes, and even leave a legacy... in the most tax-favored manner. Through our Proprietary Advisor Education Program -- GPS (Goals, Planning, Solutions) we can assist you to improve your income by helping your client's plan of action come to fruition. Together we will create & share new ideas on how to develop that plan of action rather than just sell financial products often without respect to how one plan may affect another. And, once you have reached this level, you may no longer be prospecting for new clients, instead, it's likely you will have your clients and their referrals calling you. You become the expert the real commodity, that "go-to" guy/gal, not the products as you begin to reach the top levels in the industry.
Working in the financial services industry is significantly more important than "selling" products to earn a commission. It is about the impact you can have by helping consumers properly manage their financial lives.
Whether you've got days or decades of experience, the Financial 411 GPS (Goals. Planning & Solutions) Specialized Training can help further your career.
Unfortunately, most sales training & financial plans are being offered on the web by individuals with little to no real experience whatsoever. And, that is not good for the client or the industry. However, one of the keys to long-term success comes from your ability to separate yourself from your competition. The Financial 411 Insurance & Agent Educational Coaching program will assist you to stay ahead of the competition, using unconventional concepts that help make the most efficient use of your client's hard-earned dollars.
Investing in your education is easily one of the best investments you can ever make. It is the key to attaining great riches because it enables you to perfect your skill, advance your knowledge, and become the best in your field. Investing in yourself to perfect your craft, enables you to develop creative strategies that can separate you from the pack which can then be applied to your practice. It enables you to gain unique skillsets to Help Build Wealth for you and your clients as you learn from those that have gone before you.
AGENTS & FINANCIAL ADVISORS: IT TIME TO STEP UP YOUR GAME
Who knew Financial Advisors workshop could be so much fun? Increase Knowledge, Confident, And Sales
VISION - KNOWLEDGE - ACTION
Developing a sustainable and profitable business while balancing work and family life is a constant challenge, even for today's best financial advisors. Robert will help to build the business of your dreams by establishing a foundation for continued success. Our coaching programs are tailored to match the organizer's objectives, through services ranging from individual and team coaching.
What makes Robert's experience unique throughout his Workshops & Coaching programs is that he has been in the Financial Services for over 35 years when only a handful even last 2 years, so you know that what he does works! He will be crafting for you, plans on how to "use" Financial products to solve problems all while offering an array of motivational & educational discussions completed while entertaining you simultaneously. Affectionally referred to as #TheEntertrainer
Nothing Changes Unless You're Willing to Change!
You Can change your Income and your Life by Changing the way you Think, Be and Do. If you are not achieving the results, you desire, then obviously something needs to change; typically you can find that change in you. Let's Work Together to Improve Your Business and Your Life by Changing the way you do business! Gain over 30 years of Experience Inside!
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YOU'RE EARNING WHAT YOU DESERVE ...AND THAT SUCKS
Advisor Coaching - It's NOT Just Your future, It's Your Client's Too!
The cliche may read; "What you don't know can't hurt you," but that's a misnomer. The fact is, "What you don't know can hurt you... and your clients too!" It should never come to that.
Your financial future is a direct result of your client's financial future, you win when they win. The key component for you is the knowledge that separates you from the pack!
Becoming an "educated" advisor is different than being a "trained" salesperson. As a result, it is our intention to educate, coach, and mentor those of you committed to building your career, in Financial Services.
Is Coaching Right For You?
Truth Be Told... Everyone should have a Coach! Coaches are in high demand now more than ever before having proved itself to be an extremely effective method for facilitating personal growth & professional development. Coaching provides that insight you'll never grasp all alone. So, if you are as committed as you say you are, to experience the life you deserve, you must have a quality coach & mentor.
7 BIGGEST MISTAKES YOU CAN MAKE BEFORE HIRING A COACH