Training sessions are available for any financial
services firm seeking to help their varying
levels of Financial Advisors and Managers to
grow their practice and increase their productivity.
Keynote speeches are a great way to introduce
Dave to your company and to discover the wealth
of wisdom and experience he possesses. Pulling
from the depth and breadth of his career in
financial services, Dave's ability to connect
with Financial Advisors and Managers is unique
and invaluable. The clear and powerful insights
and advice presented by Dave are a tremendous
benefit to all those who attend.
In-depth training is provided through a series
of sessions that address five different groups:
Advisors with a length of service of 0-2 years)-Provides
a clear vision from the beginning of their career
on how to build the foundation for successful
financial services practice.
of service is 3-5 years)-How to continue to
grow their practice while balancing marketing
with the increasing demands of their growing
client base. They learn how to leverage existing
clients to get more assets and new clients.
of service of 6+ years and under $1 million
in business)-Provides practice management processes
and tactics to break through barriers in order
to reach $1 million in business
million or more in business)-Provides tactics
and processes necessary to move beyond a successful
practice to "superstar" status
training on how to develop a highly productive
culture and office environment through world
Each session will provide dynamic, practical
and proven methods for increasing business,
growing a practice and enhancing productivity.
These sessions can be scheduled consecutively
for all five groups or a unique schedule can
be established, based upon a client's particular