The Extraordinary Advisor Program has many critical topics to cover to help you double your GDC including…
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Positioning
Learn to articulate your Value Proposition and Unique Differential Advantage over your competitors. You will focus on creating and sending magnetic messages by building a Systematic Positioning Plan with your Hot Shelf 100 Prospect list. Your Systematic Positioning Plan will influence the perception of your target audience before they meet you with your Value Proposition, White Papers, Testimonials, and a Tool Chest of Articles/Books. |
Marketing
Learn to create your Top Shelf Client (The Elephants) profile – the people and companies you desire to work with most. By clearly identifying your target audience, your marketing efforts quickly become more efficient and purposeful as you zero in on duplicating your Top Shelf Clients. Learn to apply the Principal of Lifetime Value to your entire client base to help focus on attracting Elephants and exterminating the Mice in your practice. You will build a Money Magnet Marketing Plan with the right type of events to place you in the best position to attract and capture additional Top Shelf Clients. |
Create a Referral Culture
Coach your Top Shelf Clients (Elephants) to market for you! You will learn a systematic effective way to create a referral culture within your practice to duplicate your Top Shelf Clients. You will learn how to create Euphoric Moments for your clients, communicate your vision of your practice, help clients build their own Positioning Story, and create a follow up system. |
Practice Management
Stop drowning from Unproductivitis – activities that suck energy and time from you. Discover what you and your team performs best to create an effective activity plan focused on your passions and strengths. Determine who does what by when in your practice while playing to your strengths and managing your weaknesses.
Having difficulty hiring and staffing your practice? Learn how to attract the right people for your practice and by when. Advisors learn a proven hiring process, performance measurements, professional development plans, and explore different practice models for building the right team.
Learn the power of systemization. Systems provide a well defined course of action with a step by step process to ensure your service and products deliver your desired client experience in a timely manner with little or no mistakes. Learn ways to systemize your entire business operations with model weeks, timeline charts, task lists, and role duties. |
Client Experience Timeline
What is a brand? A brand signifies a guaranteed promise of a specific experience. You will focus on delivering a consistent and magnetic experience for your Top Shelf Clients. You will learn to segment your client base on several criteria like annual revenue, specific products/strategies, industry segments, personality profiles, age, etc. You will build out a Client Experience Timeline that delivers on the experience you want to offer charting the number of meetings, preparation, follow up, events and systematic client touches for each tier of your client base. The main focus will be allocating 80% of your time, effort and resources on providing an exceptional experience to your Top Shelf Clients. |
Financial Planning
Why do clients benefit from annual financial planning? What are the benefits to you from making annual financial planning a staple in your practice? What is keeping you from integrating planning into your practice? These questions will be answered for you. You will learn how to build an "Assembly Line of Advice and Counsel" in your practice that is compliant, relevant, and meaningful to your clients. You will define the roles and responsibilities of each team member on the Financial Planning Assembly Line to ensure speed, quality and consistency for your clients. You will access best practices and learn to leverage technology to establish efficiencies. Let us help you make the process of delivering advice simple and easy. Most advisors can add $50,000 to their Total GDC just by incorporating planning into their practice - are you that advisor? |
Investment Line Up
What do the affluent want from you? They want more investment choices, proactivity, and ongoing communication. Is your investment tool chest big enough to attract and maintain affluent clients? Learn how to build investment line up for your different tiers of clients based on your client segmentation exercise. Pre-set portfolios minimize your tracking and maintenance associated with your investment recommendations. You will learn how to package affluent investment strategies that include Mutual Funds, Exchange Traded Funds, Unit Investment Trusts, Separately Managed Accounts, Individual Stocks, Covered Call Options, and Concentrated Stock Positions. You will develop a system to recommend, track, and exit investments by leveraging approved research to produce proactivity and the communication Top Shelf Clients crave. |
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