|
|
 |
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.
|
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. . . . keep reading
|
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. . . . keep reading
|
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. . . . keep reading
|
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. . . . keep reading
|
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. . . . keep reading
|
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. . . . keep reading
|
Web Class - A Simple Client Communication Strategy
Rob Brown
This Web Class focuses on a monthly client communication strategy. Used by many top producers, the goal of this strategy is to create a systematic approach for servicing your clients based on their importance to your practice. You and your team will be utilizing pro-active calling with a simple letter or email to those you do not reach. When combined with client meetings, regular correspondence and the interactions of daily business, you will build loyalty and increase production. . . . keep reading
|
Web Class - Conceptual Selling: Building Business With Your Client Management Process
Rob Brown
Conceptual selling is an important topic to regularly discuss and review as you build your practice and refine your sales and client management skills. Selling conceptually is at the heart of wealth management and building high net worth relationships. When done properly, it includes a thorough depiction of your Client Management Process. This Web Class shows you how to turn your Client Management Process into a conceptual selling presentation that will allow you to develop and deepen major client relationships. . . . keep reading
|
Web Class:How to Create Marketing Materials that Sell (Part 3 of 3)
Rob Brown
This is the third and final installment a three-part series of Web Classes aimed at helping you improve your marketing material. During this 12 minute recording we help you put your marketing material to work. The attached action plan contains 4 letters for use with your clients, prospects or connections. You should listen to parts one and two before you proceed with this Web Class. . . . keep reading
|
Web Class: How to Make Your Client Profiles Count
Rob Brown
Your clients are your most important business asset. To ensure long-term relationships, filled with growing opportunities, you need to have a system for conducting regular client profiles. Profiling helps you offer greater service, uncover new assets and gain the best referrals. This recorded web class introduces you to proven strategies for making meaningful client profiles a part of your practice management routines. . . . keep reading
|
|
|
|
|
 |
|
 |
In this uncertain investment climate, are your PROSPECTS more eager to hear your ideas?
|
|
|
|
|
Show Survey Results
|
|
|
 |
| "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 |
|
|
About this Site
