"Introduction to Financial Services Coaching" is a highly specialized program for individuals interested in a career in the financial services industry -- i.e., insurance, financial planning, etc. -- or individuals who are relatively new to the field and are in search of ways to get a quick start.

This program will give you the opportunity to work one-on-one with a true industry leader and discover first hand the enormous benefits to be gained from having someone with over 20 years of experience personally guide you through the most crucial time in a new career.

COURSE OUTLINE

Session 1: Become a Student of Your Financial Household
Learn how to analyze your debts and assets and develop a specific plan to improve both. Running your business with efficient and effective expenses. Learn to develop the right financial habits. Growing from where you are now to where you want to be financially. Chart your progress. Develop a specific plan to eliminate all debt in as little as 5-7 years with the money you now have. Learn why and how to save money from the start.

Session 2: Become a Student of the Financial Services Industry
Identify your areas of interest. What licenses are required to market the specific products in your chosen field? Research the most successful companies. Learn about the products and services you will provide for your clients. What areas seem to be of the most interest to you?

Session 3: Interview with Select Companies
Remember who is interviewing whom. The right company makes all of the difference. Learn to ask about topics such as training, compensation, having a personal trainer available, incentives, benefits, office, phones, requirements and expectancies. What is the exit strategy after your career and plan of succession? Do you own your book of business or does the company?

Session 4: Should You Be a Captive or an Independent Agent?
Understand that companies are in the business to make a profit. Calculating your salary, office, and designated training as it compares to your commission. Learn how to meet with agents from each category before making these crucial decisions. Compare benefits in exchange for possible limited control. Where will you work (home or office and the advantages of each)? What type of office environment is important for your clientele? Do you have sufficient resources to go independent? How do you select the best companies and products?

Session 5: Succeeding with a Balanced Schedule
Each field requires a different time schedule. What is important for you and your family? Is getting and maintaining your spouse?s support important to you? Identify markets that are available during the day such as educators, hospital employees, small businesses and seniors, etc. What products are appropriate for them and how much time does it take to develop this market place? Choosing to work with families on their financial planning needs usually requires evening appointments. Will this fit your schedule? In order to succeed, sacrifices must be made. Make sure you choose wisely.

Session 6: The Licensing Process
The financial service field is very regulated today. There are numerous tests required and designations that must be obtained. Who has the best study materials available to pass the test the very first time? Learn the cost associated with each license, the training involved in each state and the follow up courses for continuing education. What will be the start up time for each area and how much reserve capital will you need? Who usually pays for what and how are you reimbursed? How long will it take to run a profitable business?

Session 7: Developing Your Business Plan
Learn how to clearly identify where you are going and what it will take to get there. Identify the time frame to get your business up and running and what specific decisions will be required. Key areas to address daily that are essential for a quick and successful start. Choosing the right location for your daily operation. Knowing what time your prospects are available. Knowing how you will approach them. What is one of the greatest challenges a new agent can face? Laying a solid foundation of your business before it becomes profitable. Planning properly to look like a pro from the start.

Session 8: Starting Each Day with the Right Attitude and Activity
How to make getting started an easy and fun process. Learning to shoot for achievable goals. Learning the 10 most important types of activities to start each day and how to measure your progress over each 30-day period. Making a daily habit of developing and strengthening your self-image through mental imaging and mental rehearsing. The famous 20-point system that has been shared worldwide. The 50/30-activity plan. How looking good makes you feel good. How to draw success to you like a magnet.

Session 9: Developing a Winning Sales Presentation
Develop the skill to listen well to your prospect's needs and wants. It is your job to turn those dreams into reality with effective financial planning. Learn how to identify the needs of every client. Learn how to complete a financial needs analysis to access where your clients are and determine the solutions they need to implement. Understand the value of educating your clients from the start and always doing what is right for your customer. People do business with you because they like you, trust you and believe in you. Many agents take a career to develop these traits; learn to implement them from the start.

Session 10: Developing a Successful Referral System
Learn and realize that referrals are the lifeline of your business. How to ask for and receive more referrals to work with than you ever imagined. Implement a proven system to identify the best prospects for your service and capture the third party influence of your satisfied client. Methods of getting referrals without even asking. Four things you must do to be referred quickly with a new client and most importantly, developing the ability to move beyond awkwardness, uncertainty, and fear into total confidence in asking for referrals.

Session 11: Ten Prospecting Methods for Your Qualified Marketplace
Once you focus on a particular market place, there are proven methods to reach your prospective clients. You can have the greatest presentation in the world, but getting in front of potential clients is the key. Learn about direct mail, prospecting letters, and calling scripts that work. Understand how to use educational seminars on subjects of interest and successful methods on filling the room. Brand yourself. What can you do to make your approach completely unique? Develop the skills to immediately develop rapport and be invited to present your story. Understand the proper approach will cut your time in half to reach qualified prospects.

Session 12: Setting and Achieving Measurable Goals
Realizing that your goals will never reach beyond your self-image. Understanding that your values and beliefs are the very foundation to achieving empowering goals. Learning the process of setting realistic goals then setting and achieving possibility-thinking goals. Knowing that you have the abilities and talents to achieve any goal that you clearly identify, focus on, develop a plan of action for, and then apply massive activity toward. You can have it all -- a successful family, business, and career -- if you understand the proper building blocks of success.

Success.bz will pay you every time you refer someone to our site and they purchase this program. And unlike many other partners programs, we do not require our partners to meet lofty sales quotas to receive referral fees. As a Success.bz Partner, you start earning right away.