Individual & Team Coaching Programs
Leadership Coaching
Advisory Team Coaching
Leadership Coaching
Peak performance coaching based on emotional intelligence research. Train your leaders to have a crystal clear vision for their business and personal success. Our Peak Performance Leadership curriculum will focus on how to increase and maintain confidence, improve and maintain levels of motivation, manage energy levels and the goal sett
Peak performance coaching based on emotional intelligence research. Train your leaders to have a crystal clear vision for their business and personal success. Our Peak Performance Leadership curriculum will focus on how to increase and maintain confidence, improve and maintain levels of motivation, manage energy levels and the goal setting theory. Access to our online A2A e-learning platform which includes content from in-depth industry research and development.
Advisor Coaching
Advisory Team Coaching
Leadership Coaching
The goal of this 12 month program is to inspire professionals in the financial services to achieve focus and advance their practice, performance and personal lives. “The best financial advisors are not born they’re made”. Access to our online A2A e-learning platform which includes content from in-depth industry research and development.
Advisory Team Coaching
Advisory Team Coaching
Advisory Team Coaching
24 team coaching sessions (2 per month) over a 12 month period. Access to our online A2A e-learning platform which includes content from in-depth industry research and development. Teams consist of two or more members.
Corporate Programs
Corporate Coaching Programs
Our programs are individually customized to meet each organization’s needs and objectives. Access to our online A2A e-learning platform which includes content from in-depth industry research and development. CALL FOR A QUOTE
Personal Mentorship Program
Coaching Program - 12 Virtual sessions
A mentor has the power to impact every facet of your business by helping you to define and build processes around all aspects of your business. With over 25 years of teaching and training such processes, we will help you to implement these into your practice by developing: The Ideal Client Profile, The Referability Process, The Targeted Introduction Process, The Personal Network Process, The Investment Planning Process, The Tax Minimization Process, The Risk Management Process, The Retirement Planning Process, The Estate Planning Process and many others. Access to our online A2A e-learning platform which includes content from in-depth industry research and development. $10,000 + HST
Advisor Turn Key Prospecting Webinar/Seminars and Workshops
Option 1 – A unique and engaging presentation is scheduled with 6-8 weeks lead time to give the advisors ample prospecting time. Daniel delivers the Keynote Presentation to a targeted audience of prospective clients and guests. These turn-key events help advisors identify, source and convert more prospects into clients.
Call for Quote
Advisor Prospecting Events Plus
Option 2 - Prior to the actual event, Daniel and Tina deliver a 2 hour training workshop that help advisors focus on their ideal client profile, gain introductions and leverage social media strategies to help fill the venue. Automatic registration and confirmation campaigns are created for your prospects, making it easy to RSVP and track your attendees. All scripts, processes, templates and tools are shared via the cloud for easy access. $5000 + HST
More Advisor Training Workshops and Programs
Financial Advisor MastersSeries Program
8 Virtual or Classroom Delivered Curriculum . Workshops include the Tax Planning Process, Investment Planning Process, Risk Management Process, Referability Process and the Targeted Introduction Process. Minimum of 15 participants per workshop. In person or virtual learning offered. Group rates available. CALL FOR A QUOTE
Prospecting Programs
Prospecting Genius 5-Part Program
5 Virtual or Classroom Delivery. This five-part webinar program, "Prospecting Genius", in a live, interactive format. The program outlines the three levels of confidence that all great financial advisors learn to master: their mental confidence, their business confidence and their prospecting confidence. This program is an Advisor's Blueprint for Success. Session 1: Setting the Stage, Session 2 : Implementing Your Referability Process, Session 3: Implementing Your Targeted Introduction Process, Session 4: Implementing Your Personal Networking Group Process
Session 5 - Implementing Your Targeted Webinar Series CALL FOR A QUOTE
Keynote Speaking
Technical and Marketing Presentations for Advisors
From "Tax Planning for Financial Advisors" to "PainFREE Prospecting : Growing Your Business Through Referrals and Introductions", these seminars have been developed to provide financial advisors of all tenure the ability to take their businesses to the next level.
$5000 + HST
Client and Prospect Seminars for Advisors
Our variety of client acquisition seminars range from "Tax-Efficient Investment Strategies" to "Protecting Your Estate from Creditors, Taxation and Your Family". All seminars are targeted towards your Ideal Client Profile. $5000 + HST
Personal and Professional Growth for Leaders
Focused on driving passion, strengths and peak performance, we deliver content, custom designed, to drive optimal human functioning in leaders and those they lead. $7500 + HST
Recruitment and Social Media Solutions
Sourcing and Hiring Talent
The need to source and hire financial services Talent has never been as critical as it is today. Through our database of thousands of entry-level and industry professionals, we streamline the process and deliver the ideal candidate effectively. Call for a Quote
Social Media Prospecting
LinkedIn Prospecting for Clients and Recruiters. Sharing social media tools, processes and strategies to create leads and prospect effectively. Whether you’re a financial planner, insurance agent, mortgage broker ,investment advisor, branch manager or recruiter, Tina can help you connect with the right people and build your pipeline. Call for a Quote.