|
CBS Financial Planner Programs
Silver Booster Program Great advice, coaching & personal help
- Quick-Start 2-hour phone consultation
- Printed copy of slides from my popular "Managing
and Marketing Your Financial Planning Firm" presentation
- E-book on Marketing for Financial Planners – chapters
as completed
- Free admission to my TWICE-MONTHLY Tele-seminars during
your membership
- Skilled time-management coaching
- My own personal ideas and brain-storming for you
- Expert sales & marketing success coaching
- Free admission to my MONTHLY Webinars during your membership
- Monthly Progress Reports to keep you on track
Gold Affluence Program Same as Silver/Booster, plus
- 1-Day meeting 4x/year – a MasterMind like no other
- Individual one-on-one consulting monthly, including personalized
goal setting
- Advanced sales & marketing coaching
- Testing & evaluating existing staff
- Employee prospect testing & evaluating
- Training workbook and materials
Platinum Power Program All of the above, plus even more, etc. – extraordinary value
- 2-Day meeting 4x/year
- In-person sales & marketing coaching second
day following quarterly MasterMind meeting
- Unlimited consulting
- Google AdWords Campaign set-up (if desired)
- Free website hosting (if desired)
Creative
Business Strategies
Financial Planner Programs
Over
the last quarter century we have worked with many approaches
to improving professional practices. Perhaps you have found,
as we have, that it takes more than a couple of articles,
a book or some good advice from a friend to acquire the know-how
for the success and profitability you desire in your practice.
From our
experience, your best approach is to receive coaching and
consulting by a certified professional consultant combined
with an ongoing series of masterminds and courses designed
to give you the ability to grow your practice the way you’ve
dreamed of doing. You didn’t learn your financial planning
skills overnight. We have not found that a professional can
get all he/she needs to boom his/her practice in a day or
two. It takes a clearly laid-out, step-by-step program for
you and your staff, implemented with someone who is as dedicated
as you are to your expansion and your practice's viability.
At Creative Business Strategies, your Financial Planner Program consists of the following services:
Practice Analysis
You begin with an in-depth analysis of your practice based
on information gathered from a series of surveys, tests and
statistics. You and your consultant/coach explore the current
situations in your office and find out what is preventing
or impeding you from achieving your goals. From this analysis
your consultant/coach formulates a step-by-step program which
better organizes your practice, creates a powerful team to
back you (as desired) and rockets you toward your goals. This
is the first step of your individual consultation once you
enroll.
Tele-Seminars
The purpose of these seminars is to give you exact, specific
successful actions from top financial planners. We will have
you and your staff working together, understanding what is
necessary from each person in the office and how to really
improve the practice.
These
seminars are for you. They cover major areas essential to
your success. The curriculum includes:
•
Getting & Retaining New Clients in Today's Market Place
• How to Organize Your Practice
• Efficiency / Paperwork Reduction
• Choosing, Hiring & Training Personnel
• Routing and Handling Clients
• Financial Plan Presentation & Sales
• Staff Job Descriptions
• Reading People – Emotional Tone Scale
• Communication Skills
• Management by Statistics
Individual Consultation
The Gold Affluence Program and the Platinum Power Program
include one-on-one consulting time. This ensures that implementation
of the management tools actually occurs. The consultant assists
you to fully handle your practice so that you achieve your
goals.
Find
out which one of these programs would be best for you. Sign
up for your FREE
Practice Analysis NOW!
CALL
NOW: 818-952-8881
Or request an appoinment below:
|
