Financial Advisor Training: Client Reviews Pro

Imagine if your business created over six figures of revenue each year without you having to do much of any work. In Rack Up Repeat Sales, were going to teach you how to lead people who have already bought from you to buy from you again. This will help your business as you strengthen relationships with your clients and build anticipation so that they not only buy now, but will continue to buy again and again and again. Unless you or your clients are allergic to money, theyve got to buy again, and they might as well buy through you. Youll learn to keep people on point and on track for a successful plan. After interviewing hundreds of advisors, we discovered the top concerns advisors have regarding reducing stress and getting more done. Have you ever had any of the following concerns?My clients arent happy with the performance. My clients want to cancel everything. My clients arent happy with me.I feel helpless in these situations. Mostly bad things happen in reviews.I cant get referrals in reviews. My clients are crazy in reviews.I failed to deliver on a promise I made in a review.I dont know how to make reviews profitable.I dont even know what to do in reviews.I hate following through after reviews. Reviews are just difficult.I dont have enough time for reviews. People suck in reviews. Only craziness happens in reviews. People stop everything in reviews. People make negative changes in reviews. Well address how to handle each of these seventeen concerns and more in this program. Youll learn how to build relationships, communicate effectively, and ask the right questions during your client reviews to keep clients working with you again and again. This program will help you with seventeen key areas of your financial planning practice:1. Clients are happy with your performance.2. Your clients want to keep everything.3. Your clients are happy with you.4. You feel empowered in these situations.5. Good things happen in your reviews.6. Referrals come easily in reviews.7. Your clients are calm in reviews.8. You make amends in reviews.9. Your reviews are profitable.10. Your review process is efficient.11. Follow up is easy on these reviews.12. These reviews are simple.13. You have time to do reviews.14. People are awesome in your reviews.15. Only positive things happen in reviews.16. People grow in your reviews.17. People make positive changes in your reviews. By the End of this Program, You Will Learn How to. Session #1: Create a Client Retention Business PlanAssess your current client retention strategyCreate measurable goals for clientretentionTrain them to rely on your teamSession #2: Develop a Social Media Marketing StrategyMaximize your billboard reach with TwitterMaximize your personal reach with FacebookMaximize your business reach with LinkedInSession #3: Offer Community Service Programs Clients Can Get BehindIdentify where your values align with the communityFind non-profit organizations to partner withGet clients engaged in yourpartnership with nonprofitsSession #4: Create Client Events for Specific Subsets of Your ClientsSelect cheap bucket list eventsMake your bucket list events tangibleInvite your clients to bucket list eventsSession #5: Maintain Contact through Phone, Email, and TextsDevelop a phone, text, and email touch strategyDelivery phone calls with impactSend amazing emails and textsSession #6: PromoteLife-Changing Eventsto Your Select ClientsGet client buy-in for retreatsGive impactful short retreatsDeliver killer long retreatsSession #8: Deliver Zero Follow-Up ReviewsBegin the meeting with new businessUpdate the plan in the meetingRemove the typical to-dosSession #9: Deliver Reviews Centered onthe PlanEstablish value beyond performanceSteer clients to the planHandle clients who only want to talk about fees and performanceSession #10: Uncover Hidden OpportunitiesWin investment assetsUpdate insurance coverageFind Auxiliary salesSession #11: Handle Hostile Client ReviewsHandle disgruntled clientsHandle differing expert opinionsHandle tricky family situationsSession #12: Become Intimate in the ReviewMake meaningful family connectionsEnrich your clients work lifeBuild connection through their financial planSession #13: Be Your Clients Only AdvisorTake over all the investment assetsTake over all the insuranceKeep your All-In clients All InWhy Rule the Room Financial?There are three key reasons why Rule the Room Financial is different: Youll learn WHY it works. We dont just show you how to do it or what to do. We tell you WHY it works so you can learn to fish on your own. Youll learn in YOUR unique communication style. We all communicate differently. Thats why every lesson is taught with four unique selling styles (fascinator, performer, inspirer, and energizer) taught by four of the top producing financial advisors in the country: Katherine Forrester, Chris Koon, Karl Dettmann, and Matt Heckmann. Youll be able to APPLY practical techniques right away. This training actually makes sense. World-renowned trainer, Jason Teteak, is able to decode the magic that happens when