The 5 Keys to Building the Financial Services Business of Your Dreams
Advisors will walk away with the EXACT 5 strategies Erin used to build a “self-managing” financial services business that runs and grows itself
How to Work with More Affluent Clients and Run Your Business on Auto Pilot
Advisors learn how to prospect and gain high net worth clients by learning the psychology necessary to differentiate themselves in the first 10 minutes and dominate their marketplace.
Women, Power and Money
What You Need to Know to Dominate the Women’s Market
You don’t have to be a female advisor to dominate the women’s market. Learn the psychology necessary to win over female clients and get them to be your fierce advocates.
Create Raving Fans Using Systems and Processes
This program gives advisors the easiest way to “systematize the predictable” which, in turn, creates exceptional and repeatable client experiences. This leads to more client referrals - the lifeblood of a successful business.
Your Brand Should Be Bigger than You
Most often overlooked in other trainings building a unique brand message is a missing key to advisor success. Erin teaches how to articulate your value proposition, appear “Big” and create a winning sales formula.
It’s All About Your Clients
Transitioning Clients from You to Your Team
Advisors will take-away one of the biggest lessons Erin learned in building her firm. This presentation explains the necessity to build a business that does NOT depend on the advisor. It’s good for the advisor and great for clients. Included are specific tools used in hiring staff.
The Importance of Charging a Financial Planning Fee
With margins on asset management shrinking, the need to create alternative streams of income for an advisor’s business are paramount. Learn how charging financial planning fees not only increases your bottom line but also guarantees all other product revenue. In light of the DOL, this information is critical to business development
Moving Beyond Your Own Capabilities
Erin delivers repeatable and duplicable concepts from her new book, “Seven Figure Firm.” With a deep dive into the 5 keys to business success, advisors will be inspired to make the changes needed to break through their existing production barriers and reach new heights.