Business Building Strategies For Financial Professionals

Business Development, Marketing, Client Service, Networking & Social Media Strategies
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  • Lectures 32
  • Length 1 hour
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 1/2016 English

Course Description

This seminar is designed specifically for financial services professionals who are looking for ideas that can help grow their business. It is a collection of some of the most effective business building strategies in the industry. Each idea is simplified and presented in a format that lets the student quickly move through the course and focus on ideas that make sense for the participant. The material is broken into four distinct sections that make the seminar easy to focus what make sense for each students business growth objectives. Today's volatile markets present a great opportunity for financial advisors to grow their business and this seminar provides a great opportunity to explore what is working in the field today.

What are the requirements?

  • Download the guide found here: www.jaycoulter.com/guide

What am I going to get from this course?

  • This seminar will provide ideas designed to improve and build on your business building efforts.

What is the target audience?

  • This course is designed for financial services professionals.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction
Introduction To This Program
Preview
02:55
Section 2: Business Development Strategies
Center of Influence Strategy
Preview
04:31
Elephant Hunting Strategy
Preview
03:02
Job Fair Prospecting
02:16
Chamber Speaker Prospecting
02:30
Referral Matrix
01:36
Trade Show Prospecting
02:04
Business Broker Prospecting
01:34
Seminar Strategy
02:01
Cold Walking & 'Drop By' Prospecting
02:45
Jewelry Story & Ladies Tea
01:45
Section 3: Marketing Strategies
Client Advisory Board
04:31
Dinner Series Marketing
02:02
Past Referral Dinner
01:30
Niche Marketing
02:47
Birthday Club
00:58
Charity Auction Marketing
01:00
Community Theatre & Museum Marketing
02:01
Kids Movie & Minor League Sports Marketing
01:15
Outdoor & Chartered Bus Events
00:57
House Party
01:11
Retirement Dinners
01:29
Valentines Day Event
01:03
Section 4: Service Strategies
How Do You Compete?
01:52
Client Service Review Strategy
01:28
Random Act of Kindness
01:17
Nine Client Service Ideas
02:46
Section 5: Networking & Social Media Strategies
Simple Networking Dinner Parties
01:12
The Ping Strategy
02:05
Personal Rotary Club
01:48
Fourteen Networking Ideas
02:06
Social Media Made Simple
03:49

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Instructor Biography

Jay Coulter, MBA, CIMA®, CFP®, Financial Services Marketing Consultant

Jay has spent 20 years in the financial services industry working for industry leaders such as Morgan Stanley, Lehman Brothers, Guggenheim and Charles Schwab. He holds an M.B.A. from the Goizueta Business School at Emory University and a B.S. in Business Management from The University of Tennessee. Jay has earned the Certified Investment Management Analyst® and Certified Financial Planner® designations.

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