Financial Advisor Training: Client Reviews Pro
What you'll learn
- Deliver Client Reviews with Impact
- Create a client retention business plan.
- Assess your current client retention strategy.
- Create measurable goals for client retention.
- Train clients to rely on your team.
- Develop a social media marketing strategy.
- Maximize your billboard reach with Twitter.
- Maximize your personal reach with Facebook.
- Maximize your business reach with LinkedIn.
- Offer community service programs your clients can get behind.
- Identify where your values align with the community.
- Find nonprofit organizations to partner with.
- Get clients engaged in those partnerships.
- Create client events for specific subsets of your clients.
- Pick out your cheap bucket list events.
- Make bucket list events tangible.
- Invite clients to bucket list events.
- Maintain contact through the phone and emails.
- Develop phone and email touch strategy.
- Deliver phone calls with impact.
- Send amazing emails.
- Promote life-changing retreats to your select clients.
- Get client buy-in for retreats.
- Give impactful short retreats.
- Deliver killer long retreats.
- It is crucial that you download the workbook to help you master the skills in the lessons.
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, we’re 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, they’ve got to buy again, and they might as well buy through you. You’ll 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 aren’t happy with the performance.”
“My clients want to cancel everything.”
“My clients aren’t happy with me.”
“I feel helpless in these situations.”
“Mostly bad things happen in reviews.”
“I can’t get referrals in reviews.”
“My clients are crazy in reviews.”
“I failed to deliver on a promise I made in a review.”
“I don’t know how to make reviews profitable.”
“I don’t even know what to do in reviews.”
“I hate following through after reviews.”
“Reviews are just difficult.”
“I don’t 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.”
We’ll address how to handle each of these seventeen concerns and more in this program. You’ll 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 Plan
Assess your current client retention strategy
Create measurable goals for client retention
Train them to rely on your team
Session #2: Develop a Social Media Marketing Strategy
Maximize your billboard reach with Twitter
Maximize your personal reach with Facebook
Maximize your business reach with LinkedIn
Session #3: Offer Community Service Programs Clients Can Get Behind
Identify where your values align with the community
Find non-profit organizations to partner with
Get clients engaged in your partnership with nonprofits
Session #4: Create Client Events for Specific Subsets of Your Clients
Select cheap bucket list events
Make your bucket list events tangible
Invite your clients to bucket list events
Session #5: Maintain Contact through Phone, Email, and Texts
Develop a phone, text, and email touch strategy
Delivery phone calls with impact
Send amazing emails and texts
Session #6: Promote Life-Changing Events to Your Select Clients
Get client buy-in for retreats
Give impactful short retreats
Deliver killer long retreats
Session #8: Deliver Zero Follow-Up Reviews
Begin the meeting with new business
Update the plan in the meeting
Remove the typical to-do’s
Session #9: Deliver Reviews Centered on the Plan
Establish value beyond performance
Steer clients to the plan
Handle clients who only want to talk about fees and performance
Session #10: Uncover Hidden Opportunities
Win investment assets
Update insurance coverage
Find Auxiliary sales
Session #11: Handle Hostile Client Reviews
Handle disgruntled clients
Handle differing expert opinions
Handle tricky family situations
Session #12: Become Intimate in the Review
Make meaningful family connections
Enrich your client’s work life
Build connection through their financial plan
Session #13: Be Your Client’s Only Advisor
Take over all the investment assets
Take over all the insurance
Keep your “All-In” clients “All In”
Why Rule the Room Financial?
There are three key reasons why Rule the Room Financial is different:
You’ll learn WHY it works. We don’t 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.
You’ll learn in YOUR unique communication style. We all communicate differently. That’s 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.
You’ll 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 top reps are meeting with their clients. He then bottles up the secret sauce and presents it to you so you can easily understand how to use it in your own style and apply it to any situation.
How Is Rack Up Repeat Sales Different?
This program is going to transform how you do your client reviews. You’ll learn new techniques for building a killer client retention machine and delivering reviews that close sales. This course is going to pay for itself in no time and is exactly what you need to continue to grow your practice.
You may have seen other “gurus” teach you how to deliver client reviews. Chances are, they gave you their language, and you may even use it verbatim. There is a 75% chance that they didn’t give you the right language for your style. Most gurus don’t explain why it works; they just assure you that it does. If you’re going to make up your own language, you need to understand why it works.
The reason we are so excited to have you see John, Karl, Matt, and Chris dive in on some of this is that through the process of being taught by them, you will find new pieces of gold within you that you didn’t even know were there. And these discoveries will help you become a better advisor. We’re going to prove it in this program with real case studies that will give you some amazing ideas for your own practice.
As a collective group, we have come up with some fantastic stuff. It is exciting to see what you will uncover as you learn to retain clients more consistently and conduct reviews more successfully. One of these four communication styles will be right up your alley, and the others will offer good insight and complement the things you’re already doing.
“This program has given me tactical, real techniques that have not only helped me survive but thrive better in this career. It also enabled me to embrace my natural style and find leaders who I can more easily emulate to propel my business further, faster.”
-Jessica Veitch, Financial Planner
“I want to tell you how much the Rule the Room session helped me with my phoning. I’ve already met my weekly phoning goal and you, the speakers, and the program have given me the drive to surpass it today. I feel like a weight’s been lifted from my shoulders and can’t believe how easy phoning is now. THANK YOU!”
-Jolie P. LaBarre, Financial Planner
“What you guys are doing is absolutely crucial to the success and growth of financial planners. I truly believe that you all will eventually replace all of fast tracks training and significantly modify red letter.”
-Scott Dunlap, Financial Advisor
Let's get started!...
Who this course is for:
- Financial Representatives
- Financial Advisors
- Insurance Sales Professionals
- Financial Managers
Best Selling Author, YouTuber, TEDx Speaker and International Public Speaking and Executive Coach, Jason Teteak has taught more than one million people personal development, public speaking, presentation skills, financial training and communication skills.
He’s won praise and a wide following for his original methods, his engaging style, and his knack for transferring communications skills via practical, simple, universal and immediately actionable techniques.
Or as he puts it “No theoretical fluff”.
Jason gained recognition at EPIC Systems in the medical software industry, where he was known as “trainer of trainers of trainers.”
He has developed more than fifty personal development, public speaking, presentation, financial training, train-the-trainer and communication training programs ranging in length from one hour to three days that serve as the basis for The Rule the Room Method – which simply means he makes difficult things easy to understand and implement.
In the last five years, he has been named the #1 Best Selling coach on Public Speaking, Personal Development and Training for his on-demand video teaching tools that quickly took off for over 1 million online students in over 100 countries around the world.
Teteak has flipped the model and changed the approach to Personal Development, Public Speaking, Presenting, Financial Training and Training Trainers for even the most seasoned veterans.
His book, Rule the Room: A Unique, Practical and Comprehensive Guide to Making a Successful Presentation, was published in 2013.
What others say:
“Jason integrates the latest research on presenting, learning, and audience dynamics with a captivating style that plays on the ironic fact that he is doing presentations… about presentation skills. And therein lies the secret to these marvelous programs.” Philip Deloria, Harvard University
“It’s pretty simple. Jason Teteak walks the talk. In this day and age, finding a true thought leader amongst the many is the key to getting to new levels. Listening to Jason, reading his work and benefitting from his teachings will take you to that new level you seek.” Al Lautenslager, Best Selling Author, Guerrilla Marketing in 30 Days