Advisors and their Team
Our workshops are tailored to address the unique needs of Financial Advisors, Insurance Advisors and their support teams. Advisors wear many hats when running their own business. They are servicing clients, and often handle administrative tasks such as managing team members, setting budgets, and ensuring smooth operations. We consider your entire business; therefore, the content is aligned with your goals, objectives and challenges so you can see the results.
Advisors can expect relevant case studies, examples, and practical strategies that they can apply to help them implement changes in their business. Our virtual one-on-one sessions are interactive and include action-orientated follow-ups.
If you’re interested in one of our consulting services or workshops, please email:
[email protected]
Organizational Strategies and Time Management Workshop
This workshop is designed to help with organizational procedures and time management.
During these sessions, we discuss topics and strategies for increasing overall business efficiency and effective time management. We will help you set goals, create a schedule, and allocate time to various business tasks and responsibilities. We include client-related activities and all activities associated with running your business!
Time management tools and prioritization techniques are used to increase productivity and capacity for the Advisor and their team.
Who can benefit from these workshops?
Advisors and their administrative support team
How much do the workshops cost?
Fee per person One on One sessions-
Client Relationship Management Workshop
Our workshop focuses on enhancing client interactions through a well-implemented CRM strategy. Building and maintaining strong client relationships increases client satisfaction, loyalty and ultimately, business success! This strategy fosters positive interactions, leading to word-of-mouth referrals and organic growth.
Who can benefit from these workshops?
Advisors and their administrative support team
How much do the workshops cost?
Fee per person One on One sessions-
Risk Assessment and Risk Management Workshop
Are you reactive rather than proactive with your business's risk management? Are you operating without defined processes to ensure compliance with your business and not just your client processes? If you have answered yes to either of these questions, this workshop is for you! Being proactive involves identifying potential risks before they escalate into problems. By anticipating risks, Advisors can take preventive measures to mitigate their impact on their business. This strategic approach fosters resilience and growth.
We work with you and your team to identify the gaps in your business!