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Financial Advisor Training: Personal Productivity (Part 2)

5 hours on-demand video

$ 12.99

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Brief Introduction

Personal Productivity and Time Management for Financial Planners to Double Production and Profits In Less time.

Description

Are you stressed out, working too hard, and not making enough money?

How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still double your productivity and profits?

It’s time to learn how to work on your business—not in it—by saying no, identifying clients you want to work with, delegating tasks, and finding revenue-producing activities.

In Reduce Stress and Get More Done, we will show you, step-by-step, just how to lift the burden of the business off your back, double your production, and work two months less a year.

After interviewing hundreds of advisors, we discovered the top concerns advisors have regarding reducing stress and getting more done.

Have you ever had any of the following concerns?

“I’m all alone in this business.”
“I have unproductive days that aren’t much fun, and I often feel wiped out afterwards.”
“I have to be the one to do this task.”
“I have a hard time allocating my time between administrative work and client meetings.”
“There’s always too much going on.”
“I’m not very efficient at getting all my work done.”
“My clients are so needy.”
“I’m unorganized and struggle to manage client files as time goes on.”
“My emails tend to derail my day (especially when I don’t have staff).”
“My work isn’t making me any money.”
“I can’t keep track of all my traveled miles and business lunch receipts.”
“I have to take care of my clients.”
“I struggle to prioritize all of the things I need to do each day.”
“I want to separate the day into manageable pieces and get each task done more quickly.”
“This client sucks the life out of me.”
“I would love to set up a calendar to be successful by breaking tasks down into manageable blocks.”
“I struggle with managing day-to-day tasks like phoning, emails, studying, and case prep—not to mention random people popping in my office and causing distractions.”
“I have to cater to my clients’ needs.”
“When I’m super stressed out and things aren’t going my way, I have a hard time picking myself back up and staying successful.”
“My clients walk all over me.”
“I don’t have a healthy work/life balance.”
“My goal is unachievable.”
“How can I better manage my time and build an ideal calendar?”
“I can’t keep track of my business.”
“How do I implement a system to follow up on emails and client calls so that I avoid anything slipping through the cracks?”
“This business is hard.”
“I’m inside my own head a lot and keep letting my negative thoughts get the best of me.”
“My staff can’t do that for me.”
“I have a hard time holding myself accountable for getting things done.”
“My calendar is out of control.”
“I struggle to balance my family time at home with my work here at the office, especially after my career change.”

This program will help you with seventeen key areas of your financial planning practice:

Your clients will start to take care of themselves.
Your clients will cater to their own needs.
Your staff will do crucial tasks for you.
Your clients will respect your boundaries.
Your goals will be achievable.
You will place emphasis on activities that are correlated to production results.
You will have control over yourself.
Your clients will fill you up.
You will have plenty of room to breathe.
You’ll have an army of advocates.
You will see how top reps spend their time.
You will see you don’t have to be the one to do each task.
Your business will keep track of itself.
You clients will become self-reliant.
Your work will make you lots of money.
Your business will seem easy.
These techniques will make your life sweeter.

By the End of this Program, You Will Learn How to...

Session #1: Detach Yourself from the End Result

Identify whose business it is
Find safety to detach
Look forward to the next “No”

Session #2: Set Meaningful Goals

Make your goals your own
Create a four day win
Layout the path for success

Session #3: Create an Ideal Calendar

Establish your priorities
Discover an efficient layout
Give yourself permission to have an ideal calendar

Session #4: Give Clients Away and Prospect Up

Identify when it’s time to give clients away
Execute your transition plan
Prospect up

Session #5: Work on – Not in – Your Business

Set scheduled think time
Invest in yourself
Hire a coach

Session #6: Surround Yourself with Great People

Build your army of advocates
Find your big thinkers
Surround yourself with industry giants

Session #8: Solve Your Inefficiencies

Identify your business-success process
Reduce inefficient activities
Maximize your revenue-producing activities

Session #9: Delegate Tasks with Maximum Success

Create clarity around the results
Identify who is responsible
Maximize delegation success

Session #10: Create a Fail-Safe Follow-Up System

Follow up on what makes you money now
Follow up on what makes you money now
Manage your time more efficiently

Session #11: Teach Your Clients to be Self-Sufficient

Get your clients to value your time
Get your staff to handle everything
Have resources available to your clients

Session #12: Cut Out the Fluff

Identify more profitable activities
Minimize less profitable activities
Maximize profitable activities

Session #13: Better Your Process

Identify what’s working in your business
Explore what’s possible
Implement easy solutions

Why Rule the Room Financial?

There are three key reasons why Rule the Room Financial is different:

You’ll learn WHY it works. We don’t just show you how to do it or what to do. We tell you WHY it works so you can learn to “fish” on your own.
You’ll learn in YOUR unique communication style. We all communicate differently. That’s why every lesson is taught with four unique selling styles (fascinator, performer, inspirer, and energizer) taught by four of the top producing financial advisors in the country: Katherine Forrester, Chris Koon, Karl Dettmann, and Matt Heckmann.
You’ll be able to APPLY practical techniques right away. This training actually makes sense. World-renowned trainer, Jason Teteak, is able to decode the magic that happens when top reps are meeting with their clients. He then bottles up the secret sauce and presents it to you so you can easily understand how to use it in your own style and apply it to any situation.

How Is Win the Relationship Different?

This program will show you how to lift the burden of the business off your back. After this program, you will be able to double your production and work two months less per year. The first day of this program is all about reducing your stress. The second day focuses on how to get more done.

This is the perfect program for reps in their second year and beyond. After completing our first three programs in year one, you’re now closing more sales, stacking your calendar with people ready for business, and winning relationships. Now, you may have a problem because you’re working so much that you’re stressed out and feel you can’t get it all done. There’s so much business that there’s just too much to do.

You may have seen other “gurus” teach you how to double your production or save time doing it. Chances are, they gave you their language, and you may even use it verbatim. There is a 75% chance that they didn’t give you the right language for your style. Most gurus don’t explain why their methods work; they just assure you that they do. If you’re going to make up your own language, you need to understand why it works.

The reason we are so excited to have you see John, Karl, Matt, and Chris dive in on some of this is that, through the process of being taught by them, you will find new pieces of gold within you that you didn’t even know were there. And these discoveries will help you become a better advisor. We’re going to prove our method in this program with real case studies that will give you some amazing ideas for your own practice.

As a collective group, we have come up with some fantastic content. The techniques in this program will help you double your production in half the time. It is exciting to see what you will uncover. One of the four communication styles will be right up your alley, and the others will offer good insight and complement the things you’re already doing.

Testimonials

“I have attended the Reduce Stress and Get More Done bootcamp, and before the session I was barely keeping 10/week and every week in January I have been keeping an average of 14 and have paid for $7k of premium. I am a first year rep and the bootcamp has helped me identify systems and processes in my practice to leverage my time and SET team.”

-Ricardo Turula, Financial Planner

“The training at Rule the Room was incredible! The timing couldn't have been better. I was struggling to reduce the stress in my practice and I couldn't see a path out. I knew it was there, I just had to find it. Your course was instrumental in highlighting the path.”

-Paul Anderson, Financial Planner

“This program has given me tactical, real techniques that have not only helped me survive but thrive better in this career. It also enabled me to embrace my natural style and find leaders who I can more easily emulate to propel my business further, faster.”

-Jessica Veitch, Financial Planner

"What you guys are doing is absolutely critical to the success and growth of financial planners. I know that I have been inspired, have renewed confidence, and I'm ready to hit the ground running. Thank you for all you do!."

--Scott Dunlap, Financial Planner

Let's get started!...

Requirements

Requirements
It is crucial that you download the workbook to help you master the skills in the lessons.

Knowledge

Double Your Production and Profits while Working Smarter
Solve your inefficiencies.
Identify a critical success process for your business.
Reduce inefficient activities.
Find more revenue-producing activities.
Delegate tasks with maximum success.
Identify your hourly rate.
Create clarity around the task results.
Identify who is responsible.
Monitor the success of the task.
Create a fail-safe follow-up system.
Identify actionable vs. non-actionable items.
Trash, reference, or tickle non-actionable items.
Create tasks and projects from actionable items.
Teach your clients to be self-sufficient.
Get your clients to value your time.
Get your staff to handle everything.
Have resources available to your clients.
Cut out the fluff.
Identify more profitable vs. less profitable activities.
Eliminate or delegate less profitable activities.
Maximize profitable activities.
Better your process.
Identify what’s not easy in your business.
Create profitable beliefs around those challenges.
Implement an easy solution.

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