Houston Coach Training Event for Insurance and Financial Advisors - May 13 or May 14, 2008...
Purpose-Centered Insurance and Financial Life Planning
Trust-Building Principles and Absolutes
FAN has partnered with some of the most prestigious organizations in the world to help Insurance and Financial Advisors improve productivity and performance. If you measure results by client retention, referrals, closing ratios, and assets under management, FAN’s Coach-Training is designed for you. Events are tailored for specific compensation models, which gives Advisors the added benefit of learning from peers who share similar challenges. What Matters Most for Financial Advisors is a unique training experience designed to make learning stick. CE Pending approval in Texas - 8 hours.
What is FAN's model for Coach Training?
FAN's Coach Training is custom-designed to provide insurance and financial advisors with knowledge, understanding, and application of the principles and absolutes related to trust building, relationship management, and the financial life planning process. The course will familiarize financial professionals with a holistic approach to providing insurance and financial services based on the clients’ core values, purpose, and life goals. The course is designed to be interactive and fun. Advisors with moderate experience can expect to increase their ability in the following 5 core coaching skills (ELITE):
- Examine what you think, feel, and do as a Financial Advisor;
- Listen to learn what matters most for clients personally and financially;
- Inquire to clarify your clients’ core values, purpose, and life goals;
- Test for truth to build trust and authenticity; and
- Endorse to enroll, energize, and encourage clients to move forward with implementation of their financial life plan.
Who Should Attend?
Licensed Insurance and Financial Advisors with a minimum of two years experience, FPA members, and advisors who have attended either the Values-Based Sales Academy or FPA Residency Program will find our Coach-Training engaging and compelling.
Read more about training opportunities...
Check out Jim Munchbach’s books:
Allied for Success
This book addresses the benefits, processes, and barriers to building professional relationships with allied professionals for more effective client service. Alliances with allied professionals offer financial planners amazing opportunities for growth, encouragement, and referrals, and this book will give you the tools to create them. Published by FPA Press in 2007 and available at FPA’s online store.
Copies of the following books are free when you attend FAN's Coach-Training course! Click here for more details.
Make Your Money Count
With compelling stories and a practical “blueprint” Make Your Money Count will motivate your clients to create a plan to manage their money with fresh vision and purpose. Top financial professionals use this book with clients, prospective clients, and in group training.
Buy now
What Matters Most
Written for Insurance and Financial Advisors, What Matters Most delivers the strategic thinking and tactical detail necessary to achieve success and satisfaction for you and your clients. The book guides professionals and their teams through the process of building clear, compelling strategies for clients using The Blueprint for Financial Success.
Buy now