In additional to programs that are beneficial for all professionals, we have customized our materials specifically for Financial Advisors, Financial Wholesalers and Branch Managers.

Especially for Financial Advisors

When you look at the plethora of selling systems out there, how do you know which one(s) to trust?  One way is to step back and take a bigger-picture perspective.  Ask if it’s a tactic or a strategy.  That is one of the most significant ways that the About People ARCH system really is different and better. 

Where most other selling systems focus on selling a product or pushing consumers into a sale, ARCH is a business strategy that focuses on your ideal clients.  Why try to attract anyone else?  ARCH gives you a strategy for attracting your ideal clients, connecting with them and building long-term, profitable relationships.  Some of the benefits you get are:

• Clarify the type of clients you want to attract
• Develop an attraction strategy to attract your ideal client
• Differentiate yourself as different and better
• Read and connect with your ideal clients quickly and effectively
• Engage clients and keep the relationship fresh over their lifetimes
• Turn existing clients into advocates and referral sources
• Dramatically improve the productivity of your entire staff and/or team
• Increase your success and satisfaction in your business

 Put the ARCH System to work for you. The ARCH program is delivered in both classroom and teleconference formats.  Call today to find out how you can put the ARCH system to work for you. 509.465.5599

Especially for Branch Managers

Every branch manager has a short list of problems that need effective solutions.  AboutPeople applies practical psychology to develop those solutions.  They include::

• Minimize hiring and training costs by hiring the right people to begin with.
• Help your producers become top performers and trusted advisors.
• Sustain and duplicate the formula for a successful branch operation.
• Watch the productivity of your entire team grow and add to your bottom line.
• Deal with problem behaviors quickly and efficiently.
• Know when and how to coach and when to let go.

There are five ways to put About People expertise to work for you:

1.  Branch Intensive Training 
To transition your advisors to a more relationship-based business…help minimize compliance issues…build predictable branch income – give them an intensive learning experience in the skills necessary to succeed in tomorrow’s world.

2.  Advisor Teleconference
The About People Teleconference is a 50-minute, highly interactive, fast-paced session focused on a specific strategy or technique.  For example:  How to Show Yourself as Different and Better, How to Attract Your Ideal Client, How to dramatically increase referrability. Like all of AboutPeople’s training, the goal here is to help your sales team develop ideas they can implement immediately and actually see immediate results.

3.  Advisor Workshop
This 2 day event gives the advisor the tools and techniques to Attract ideal clients, Read their psychology, Connect with them at a personal level, help them achieve their goals and turn them into advocates and referral sources.

4.  Advisor Coaching
One of the best things you can do for your people is bring them the best resources available.  Key to that is coaching.  AboutPeople conducts small-group sessions and individual sessions that guarantee results.

5.  Branch Manager Train-the-Trainer Program
Learn the ARCH process and how to deliver it directly to your team.  About People’s “Train-the-Trainer” program gives you the skill sets managers need to truly help your people achieve more.  And, you get personal coaching and follow-up, too!

Especially for Financial Wholesalers

If you’re a wholesaler (or manager of wholesalers), you know that a wholesaler’s biggest hurdle is to differentiate himself from all those other wholesalers.  This is an area of specialization for AboutPeople.  We train financial wholesalers to do exactly that! 

Here’s what you can learn – how to:

• Quickly demonstrate your credibility and relevance
• Read and Connect with advisors at the values level
• Develop long-term productive relationships
• Grow your business by truly adding value to advisors and helping them grow their own business
• Present to groups

There are five ways to put the About People System to work for you:

1.  Regional Intensive Training
To turn your wholesalers into consultative experts and jump start their success – give them an intensive learning experience in the skills necessary to exceed the expectations of their clients.

2. Group Teleconference
The About People Teleconference is a 50-minute, highly interactive, fast-paced session focused on a specific strategy or technique.  For example:  How to Show Yourself as Different and Better, How to Attract Your Ideal Client, How to dramatically increase referability. Like all of AboutPeople’s training, the goal here is to help your wholesalers develop ideas they can implement immediately.  You will actually see immediate results.

3.  Workshops
These 2 day events give your wholesalers the tools and techniques to Attract ideal clients, Read their psychology, Connect with them at a personal level, help them achieve their goals and turn them into advocates and referral sources.

4.  Team Coaching
One of the best things you can do for your wholesalers is bring them the best resources available.  Key to that is coaching.  AboutPeople conducts small-group sessions and individual sessions that guarantee results.

5.  Train-the-Trainer Program
For managers – drastically increase your own credibility and effectiveness with your wholesalers by becoming their first line of improvement!  Learn the essential skills wholesalers need to know, and learn how to deliver them directly to your people.  And, you get personal coaching and follow-up, too!

 

If time is money, then decisive action is wealth!

Call us right away to see how you and your people can increase the velocity of your success.

509.465.5599