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Web Class Library
In-depth strategies for building encore performances.
This section of EncoreAdvisor.com allows you to dig more deeply into the ideas and strategies you see throughout our site. We've recorded audio and video presentations that are filled with actionable ideas for growing your practice.
Client service and prospecting campaigns contain step-by-step instructions as well as letters you can customize for your own practice. Referral, time management and team building activities contain templates and tools you can use right away.
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Video Web Class: How to Build Your Ultimate Client Communication System
Rob Brown
For financial advisors, ongoing client communication leads to greater loyalty and more business opportunities. Regular communication means more sales, assets and referrals. The "trick" is coming up with a system that makes your commitment to communication simpler and more consistent. This coaching session contains a video web class that walks you through a 5 step process for building "The Ultimate Client Communication System." . . .
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Web Class - Building Advocacy: The Key to Finding More Clients Who Look Like Your Ideal Clients
Rob Brown
An advocate is a person or group of people who have an almost inexplicable desire to see you and your practice succeed; they are promoters, campaigners, and supporters of your business. Most of us would benefit from building greater advocacy in our businesses. When you know the steps, it's a simple, quick and efficient strategy for taking your practice to a new level of success. You could completely eliminate all of the other marketing and prospecting you're doing (and save a bunch of time and money). This coaching session contains a 30-minute video that walks you through our advocacy process. . . .
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Web Class: How to Get the Most out of Your Membership
Rob Brown
At EncoreAdvisor.com, we take pride in offering our members our most up-to-date resources for growing and improving your practices. As your "virtual coach", we want to be your partners in success. So we recently redesigned the layout of our website to make it even easier to navigate. We want to be sure that all of our members are aware of the many tools, tips, campaigns and ideas we make available through our weekly coaching sessions. Take some time to read this article and view the accompanying Web Class; we're certain you'll get even more out of your membership. . . .
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Web Class: Do you know your ENCORE Score?
Rob Brown
At Encore Partners, we strive to help financial advisors create world-class businesses. The system that we've created to guide our clients through this process is called the ENCORE Approach. By applying the ENCORE Approach to your practice, you are well on your way to achieving world-class status. You are generating "encores." Our approach is flexible and easy to understand. To get started, you need to ask yourself, "What is my ENCORE score?" This coaching session contains an article as well as a 10-minute Web Class which detail the ENCORE Approach; it also includes our ENCORE Scorecard so you can accurately measure your own ENCORE score. . . .
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Web Class: Six Essential Components of Networking Success
Rob Brown
A large number of financial advisors sight networking as one of their primary methods for meeting new clients. Unfortunately, most of these same advisors report only modest success. Yet, when it's done properly, networking can produce spectacular results. Plus, it can even be a lot of fun. But it requires more than just being in the right place at the right time. If you're looking to improve your networking results, this coaching session walks you through six essential components for networking success. . . .
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Referral E-course: Turning Advocacy-Based Referrals into an Everyday Success Habit
Rob Brown
Client advocacy is my favorite method for landing high quality referrals. When you turn advocacy into an everyday success habit, you are opening the door for exponential business growth. For many advisors, this may be the only marketing strategy you need. This Referral E-course contains a series of coaching sessions that will help you become an advocacy expert. . . .
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Web Class: How to Strengthen your Relationships with your Centers of Influence
Rob Brown
A Center of Influence (COI) is someone who respects you and your business. They're the kind of people who regularly come into contact with folks that they can refer to you. And most importantly, they enjoy putting people together. They're actually a sales force for you and for your business. This Web Class walks you through a five step process for strengthening your Centers of Influence. . . .
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Web Class - The Power of Who You Know: Making sure your connections know you're open for new business
Rob Brown
Your connections are people you know personally, socially, civically, or even professionally. You probably believe that some of these folks would be good clients for your practice, but you're not sure. This is where a low-key connections campaign comes into play. You know what you do and how you do it, but your connections usually don't see the full picture. They may not even know that you're open for new business. This pre-recorded Web Class will walk you through a step-by-step process for turning your connections into clients of your practice. . . .
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Web Class: How to Uncover the Gems in Your Prospect Database
Rob Brown
Do you ever feel like your prospects are falling through the cracks? Perhaps, because of seminars and other campaigns, you have more prospects than you can handle. Or worse, you don't know which of your prospects really qualify to be your clients. If you would like to get your prospecting under control, listen to this 19 minute web class, and we will show you how to discover the gems in your prospect database. . . .
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Web Class: Three Quick Sales Tips to Give your Business a Mid-year Boost
Rob Brown
This Web Class contains a 10 minute recording with three sales tips that could give your business a boost. Each of these campaigns contains a short action plan. Members of EncoreAdvisr.com also gain access to downloadable campaign tools which include customizable letters. These ideas are perfect for the summer, so you could start right away. . . .
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Web Class: How to Define Your Ideal Client Relationship
Rob Brown
Over the last five years, many advisors have used my "Ideal Client Worksheet" to analyze their practices and develop new strategies for growing their business. Defining an ideal relationship can be the foundation for stronger client relationships, significant asset accumulation and an increase in high quality referrals. This coaching session contains a new 20 minute web class that walks you through this process. . . .
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Conceptual Selling E-Course
Rob Brown
Conceptual selling, sometimes known as solution selling, is an essential skill for financial advisors. Unless you're just pushing products, you have to have a process for uncovering needs, establishing goals and providing solutions. Conceptual selling gives you this opportunity. This e-course combines several of our most popular Web Classes in a format that will allow you to strengthen your conceptual selling skills. . . .
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Web Class-The ENCORE Interview: How to Get the Most Out of Your Client and Prospect Meetings
Rob Brown
Whether your Wealth Management Process is an all encompassing financial plan or targeted at a specific segment of the wealth planning spectrum, you need to be consistent and organized in the way you gather client and prospect information. The ENCORE Interview is designed to give you the necessary edge to be able to conduct consistent interviews. This Web Class walks you through the ENCORE Interview and includes a worksheet with 4 sample profiling forms to help you develop your own dialogue based questionnaire. . . .
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E-course: How to Deliver the Ultimate Client Experience
Rob Brown
Over the last five years I've developed a system that helps financial advisors deliver the "Ultimate Client Experience". It has provided my website members and coaching clients with tools and strategies for delivering superior client service and growing their businesses. As a member of EncoreAdvisor.com, I want you to become even more familiar with this process, so I've put together an e-course on this topic. If you've been a member for a while, this e-course will serve as a terrific refresher. If you're new to the site, this e-course is a great way to uncover a lot of the great content that's devoted to improving client service. . . .
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| "Benefits to working with Rob Brown and EncoreAdvisor.com: vacation in Hawaii, 2 family vacations this year and a new car. Great tools to grow your practice."
Ron - CPA, CFP
RIA
Omaha
"I can't tell you how much insight I am getting from your website. Specifically, I like the fact that I can email questions and you respond so quickly."
AR
Wealth Advisor
Scotia McLeod
"Robb, I had to call. I just finished one of your Web Classes, it was AWESOME! You share practical ideas and then give step-by-step ideas on how to make it work. The ideas from this class alone are worth the price of membership. You need to raise your prices."
Greg - CPA/PFS, CFP
Wealth Manager
California
"Thanks to one simple idea, I have done more business in the last 8 days than I did over the 4 previous months."
Laura
Raymond James
Florida
"Over the past 12 months, my business is up more than 60%. Your ideas are now a regular part of my routine... Making the ideas actionable is key!”
Dennis
Morgan Stanley
Alabama
"I have found my one year membership to be one of the best business investments I have ever made. Your structure and content are marvelous."
John
Independent Rep
New York |
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