|
LearnTactix' purpose is invigorating, equipping
and developing Financial Advisors and Managers—through
dynamic, tactical training processes—in
order to increase their productivity and cultivate
enduring success.
Founded by Dave Mullen, a 25-plus year Financial
Advisor and Manager of multiple offices and
scores of the industry's top producers, LearnTactix
is a training company that draws its wisdom
from a wide variety of people, experiences and
successes. Deeply rooted in real-world practicality,
LearnTactix offers its clients a dynamic and
intensely-focused approach to elevating all
levels of Financial Advisors' and Managers'
performance, achievement and fulfillment.
LearnTactix is not interested in just creating
emotional excitement and short-term initiatives.
LearnTactix is committed to helping cultivate
successful practices through the use of proven
strategies and tactics for:
| |
•
Securing new affluent clients
• Retaining
affluent clients
• Maximizing
opportunities from existing clients
• Acquiring
new assets
• Achieving
a million and multi-million dollar practice
• Elevating
personal financial rewards
• Increasing
productivity at all levels of Financial
Advisors' careers
• Helping
managers: |
| |
| |
•
Recruit successful Financial Advisors
• Improve retention of their
Financial Advisors
• Increase productivity of their
branches
• Develop Financial Advisors
to their full potential through effective
coaching
|
|
|
LearnTactix
is able to facilitate these objectives
through various methods, including:
|
| |
| • |
Keynote
speaking engagements—Dave's wealth
of experience enables him to address
a wide variety of timely and highly-relevant
topics |
|
| |
| • |
Interactive
seminars that address five core levels
of individuals in every Financial
Advisory operation: |
|
| |
| |
•
Aspirers (those with 0-2 years' experience)
• Survivors (those with 3-5 years'
experience)
• Desirers (those who want to
move to the $1 million level and beyond)
• Thrivers (those who have reached
the $1 million level but want more)
• Managers (those who oversee
local and regional offices)
|
|
| |
| • |
LEARN™ Financial Advisor practice
management software
|
|
| Additional
services and programs are being developed
and will be added to the LearnTactix' repertoire
as they become available. |
|
