Finance & Accounting Online Course by Udemy, On Sale Here
Gain Control of Your Financial Planning Business to Ensure Critical Pieces Are In Order Every Step Of The Sales Process.
An excellent training about Finance
Financial Advisor Training: Practice Management Pro
This program is when you start to gain a lot more control over your business. When youre new in the business, youre given the ark. Youre given the framework for running a practice. Now, its time for you to build your own ark to learn the art of building the elements you need to ensure all the critical pieces are in order every step of the sales process. What your corporate office provides for you hits its limits pretty fast. Sooner than you might be ready for, youre off the tap. It can be scary, but it is also empowering. This is when you start to gain a lot more control over your business. Successful practice management enables your business run itself even, and especially, when youre not there. Other programs teach you what to do with capacity. This program teaches you how to increase capacity. This program will start to unleash the limitless possibilities of this business in your practice. When youre leveraging corporate staff, the leash is a lot shorter. This program extends that leash and helps you to eventually function without it. This program will increase your capacity for success. After interviewing hundreds of advisors, we discovered the top seventeen things advisors worry about when starting to build their own practice. Ask yourself if you have ever had any of the following concerns. Im not ready. Im not smart enough.I dont have enough money in my bank account yet. My staff isnt smart enough. Stuff is already falling through the cracks.I dont know how much more risk I can take.I need a vacation. Here we go again.I thought I was finally going to be able to enjoy the fruits of my labor.I dont have anything more to give. My house of cards is going to be exposed.I dont have the support I need to take it to the next level. Im fine where I am.I dont know where to start. Ive tried everything already. There are not enough hours in the day to expand. My market isnt strong enough to expand my business. Well address each of these seventeen concerns, and more, in this program. Youll learn how to expand your business plan and establish financial. Most gurus just say, heres the gold dust, but many advisors dont know what to do with the treasure, or it simply doesnt work. The point is that the gurus often dont give adequate explanation as to why something works. However, in this program, we will break down each and every technique to make it simple for you to understand. We will tell you why it works so that you can apply your knowledge to new situations day after day. In each circumstance, you will know how to expand your business plan to support long-term growth, while developing and maintaining financial controls that will allow you stay around in the long-term. Here are the seventeen new mindsets this program will help you achieve:I am ready to stand on my own two feet.I am smart enough to solve my own problems.I dont need money in my bank account to stand on my own two feet. My staff is capable of running independently.”The cracks are being filled. Standing on my own two feet will only help reduce risk, not increase it. Empowering my business to run itself will allow me to take a vacation. What a great opportunity to get off the hamster wheel! By being independently successful, I will truly get to enjoy the fruits of my labor. By claiming my independence, I will create new capacity. It was never really a house of cards; Im the reason for the success.I dont need additional support to take it to the next level.I want to grow and develop an independent practice.I have many options when it comes to where to start. Im just getting started. By standing on my own two feet, I will recover precious time. My market is sufficient to support expanding my business. Specifically, In this Program, You’ll Learn How To: Session #1: Begin With the End in MindGain clarity around your successZero in on your happinessVisualize your freedomSession #2:Expand Your Professional DevelopmentBecome relevant with industry designationsSeparate yourself with professional self-developmentRise to the top with personal self-developmentSession #3:Create a Staffing ModelDetermine whether to hire or leverage staffFigure out your next couple hiresCreate the position descriptionsSession #4:Be Proactive with Client ManagementEstablish a client/year target revenueEstablish client segmentationGet rid of the boat anchor clientsSession #5:Make your Client Meetings More ImpactfulMake every meeting countHave an expected outcome to every meetingImpact clients in a positive light to create changeSession #6:Establish Accountability and Follow-ThruList out to-dos and accountability itemsSet up accountability for your accountability itemsEnsure follow-thru for your to-dos deadlinesSession #8: Stop the BleedingIdentify where youre weak enforcing financial boundariesEstablish healthy financial and time boundariesImplement a process to enforce those boundaries. Session #9: Forecast RevenueIdentify tangible revenue metricsIdentify existing sources of revenueForecast future sources of revenueSession #10:Reinvest in the BusinessDet
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