New Advisors

Achieving success as a new financial advisor requires more than technical skills. Learn how to connect, build trust, and thrive in today’s competitive environment.

ADVANCE YOUR GROWTH

Who is it for?

We understand that the affluent, now more than ever, prioritize working with professionals they know and trust. In today’s competitive environment, technical competence alone is not enough. Success requires innovative marketing strategies, meaningful client interactions, and a strong ability to build genuine personal relationships.

This customized curriculum is designed for new financial advisors looking to develop/demonstrate both the expertise and interpersonal skills needed to connect with clients, build trust, and thrive in affluent markets.

KEY LEARNING

What New Advisors will learn

This 14-module curriculum, Accelerating Your Growth in Affluent Markets™, provides a comprehensive, step-by-step approach, equipping advisors with the strategies and tactics needed to drive business growth and retain clients in any market.

Topics include:

Defining and redefining your best markets
Positioning and working with centers of influence effectively
Six fundamentals to prove a market is worth your time
Building your personal visibility in the marketplace
Eight secrets to social prospecting that pay off
Achieving positive word of mouth consistently
Tactics to gain warm introductions from every top client
Twelve key factors to improve client retention
Creating memorable client/prospect events
Learning how to partner with gatekeepers
Why and where you should network
How to gain credibility in your market
How to personalize and humanize your correspondence
Create a marketing plan that really helps you grow and execute brilliantly

“The practical, easy-to-implement strategies have given our team a clear path to success. If you’re a financial professional looking to sharpen your skills and expand your market presence, I highly recommend The Weylman Center’s digital learning experience.”

Chelsie Brakke / Sr. Professional Development Growth Officer North Star Resource Group

Sample Videos