This unique series of coaching sessions is designed for individuals who have completed the "Introduction to Financial Services Coaching" program or individuals who are experienced professionals in the financial services industry. "Advanced Financial Services Coaching" is highly specialized based on the needs of the individual being coached.

This program is about learning to leverage the 12 most important aspects of building a successful and profitable business in the financial services industry. This advanced course is designed for experienced representatives who want to stretch to achieve their true potential in this field. You will be guided to identify any roadblocks in your approach and will work to uncover and release the dynamics of your true talents and abilities. "A successful business is one in which you enjoy the process while achieving your life's dreams and goals."

COURSE OUTLINE

Session 1: Developing Your Personal Story of Financial Success
Become a sterling example of Financial Success. How to increase your cash flow. Why it's important to manage debt. How creating an emergency fund and ensuring proper protection makes you a better presenter. Building long-term savings and understanding how to preserve your estate. Why building residual income is important to you. Why reducing your expenses is important now! How revocable and irrevocable trusts can leverage your career. Write and share your personal story.

Session 2: Choosing the Right Vehicle for the Remainder of Your Career
Make this your last stop. Do you love your company? Develop strategies that make you invaluable to your company. Learn how to develop your hidden talents and sell them to your provider. Understand the power of developing several income streams. Creating financial partnerships. Learn the value of a succession plan. What is your exit strategy?

Session 3: Offering the Right Services to Achieve Your Goals
How to earn the income of your dreams. How big is your market? Develop your unique selling proposition. Discover 67 reasons to contact your clients. Learn the value of duplicating your effort. Become a selling machine by following these simple steps. Find the best solution for your personality. Why it's important to identify your true self and your true gifts.

Session 4: How to Win Customers and Keep Them for Life
Eight ways to increase your revenue. How to get your clients to buy more and more often. Three important points to success in business. Six key ways to effectively sell. Why boosting your customer's self image is important. What to do to develop a high quality service image? How can group support help you? Asking the platinum question. How to keep your customers coming back. Customize. There's no traffic jam on the extra mile.

Session 5: Expanding Your Business with Additional Help
Finding the right person that will do what is needed. Identifying a successor. Building your business to the point of duplication. Developing a synergistic office. Learn how to bring the best out of people. What is necessary to teach a commitment to excellence? How to get people to cooperate. What to teach your staff to get better results. When to praise and when to reprimand. Why building a team can become a joy.

Session 6: Daily Activity for the True Professional
Learn about the sixteen powerful strategies to out-market your competition. What five critical factors help to develop passion for your business? How living in the present will help to reduce stress. Twelve elements of your marketing genius mindset. Four ways to master direct selling. How to increase your frequency of purchase.

Session 7: Becoming a Better Speaker and Seminar Selling
How a one-minute speaking course will save you thousands of hours. Controlling nervousness. The power of visualization as a speaker. Realize you are the message. Learn that inspiring people is better than just sharing information. Get people laughing. He who speaks becomes the prophet. Why seminar selling shortens the path to identifying the most qualified prospects. Understand how and why seminar selling helps new, growing, stable, declining, and premier practices. Learn the five specific benefits for your customers.

Session 8: Filling Your Referral Bank
Understand the value of getting referrals and properly prospecting. Maximizing referrals. Getting your foot in the door. Developing your "A," "B," and "C" prospects. Three ways to keep it manageable. Conquering rejection: Coming to grips with "No." How to get referrals. Learn to capture your clients' credibility. How to get your clients to introduce you by letter, telephone call or in person. How having a referral process in place will make you the envy of the industry.

Session 9: Building a Business Model of Success
Twelve ways you can grow your business. Three ways to increase your customer retention rate. Look for the opportunity and fill that niche. Why being flexible is important. Always be biased towards activity. Realize that marketing is the life force of all business achievement. How to be tenacious yet effective. Knowing there is a logical order to things. Develop certainty and faith for others to follow. Using leverage effectively. How to become an idea generator and innovator. Refuse to take yourself seriously.

Session 10: Optimize Yourself
Ten ways to strengthen your self -image. Why it's important to remove mental blocks. Leveraging your talents and abilities. How to unleash your creative imagination power. What to do to optimize your business philosophy. How to keep a journal. Finding your personal coach for excellence. Who should you be spending your time with? Reach up and stretch.

Session 11: You and Your Company's Vision
Where are you going? What is your philosophy? What are your companies? Do they parallel each other? Why developing personal relationships with your company's executives are crucial. Partnering the future. Do they have as much interest in you realizing your goals? Are you having fun? Realize you have everything you need where you are. Understand the "Max" strategy.

Session 12: Setting and Achieving Goals
Setting goals is a must for successful sales professionals. Six ways to make them attainable. Top salespeople aren't born; they're made. Eight traits they have in common. Where do you want to go and do you intend to get there? Four rules in achieving your goals. Nine elements of building a successful practice. Establish a Bill of Rights with your clients. Twenty-one ways to make time your slave. Seven principles that make hard work enjoyable. Developing your personal twenty-one day challenge.

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.