Business Building Strategies For Financial Professionals
2.5 (1 rating)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
19 students enrolled
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Business Building Strategies For Financial Professionals

Business Development, Marketing, Client Service, Networking & Social Media Strategies
2.5 (1 rating)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
19 students enrolled
Last updated 1/2016
English
Current price: $10 Original price: $20 Discount: 50% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 1 hour on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • This seminar will provide ideas designed to improve and build on your business building efforts.
View Curriculum
Requirements
  • Download the guide found here: www.jaycoulter.com/guide
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.

Who is the target audience?
  • This course is designed for financial services professionals.
Compare to Other Finance Courses
Curriculum For This Course
32 Lectures
01:06:06
+
Introduction
1 Lecture 02:55
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Business Development Strategies
10 Lectures 24:04


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
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Marketing Strategies
12 Lectures 20:44
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
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Service Strategies
4 Lectures 07:23
How Do You Compete?
01:52

Client Service Review Strategy
01:28

Random Act of Kindness
01:17

Nine Client Service Ideas
02:46
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Networking & Social Media Strategies
5 Lectures 11:00
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
About the Instructor
Jay Coulter, MBA, CIMA®, CFP®
2.5 Average rating
1 Review
19 Students
1 Course
Business & Investment Strategist

Jay Coulter is a Business & Investment Strategist, author and award winning business speaker. He has two businesses focused on serving financial advisors and B2C Executives. Jay is also the host of The Resilient Advisor Podcast and the author of two books, The Resilient Advisor and Conquer Worry.

Jay is the Founder of Pinger Systems, where he and his team help Financial Advisors and B2C professionals implement his marketing systems to expand their professional network while becoming authorities & influencers in their market. 

He also has a consulting practice focused on working with high performing Financial Advisors through RC Whatley & Company. The firm consults on over $3 Billion in client assets. Jay leverages his 20 years of experience in the investment management industry working for industry leaders such as Morgan Stanley, Lehman Brothers and Charles Schwab to help his clients implement systems designed to improve business performance.   

His previous responsibilities have included managing a $250,000,000 financial planning and investment advisory practice and a $500,000,000+ commodity portfolio. 

Jay 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.