This Masterclass is primarily about how to build a purpose-centered alliance with another human being, but a prerequisite to that goal is that each of us has to have our own clearly defined sense of purpose.
Session One – Make a Difference
“Do you want to spend the rest of your life selling sugared water, or do you want to change the world?” —Steve Jobs
Learn to master the Financial Planning Review as the most valuable service in your business – for you and your clients.
Learn to create and deliver clear, compelling strategies for your clients’ financial future using tools that are already approved by your compliance department.
Learn the power of positioning your business as a team of trusted advisors as you master the skills of building trust and managing client relationships.
The first skill we will master is the initial conversation about purpose. This interaction gives direction to the entire relationship.
Session Two – Sacred Trust
“Trust men and they will be true to you; treat them greatly, and they will show themselves great.”
—Ralph Waldo Emerson
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Learn the essential elements of trust and how your team can build trust levels so high that you will become your clients’ first choice for financial advice.
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Learn the critical importance of each team member’s ability to trust others, on the team and with clients, in order to quickly move to the next level of success.
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Learn to master the skills of building emotional connections in the first few minutes of your conversation around theFinancial Planning Review.
Session 3 – Reading Clients
“If there is any one secret of success, it lies in the ability to get the other person’s point of view and see things from that person’s angle as well as from your own.”
—Henry Ford
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Learn to read your clients’ desires and goals.
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Learn to tailor your approach to each individual for the most effective result – for them and you.
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Learn to save time and lower the level of stress for you and your clients, while achieving far greater results as you master the skills of reading people.
Session 4 – On Purpose
The underlying principle of building purpose-centered alliances is simply to understand one’s purposes very clearly.
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Learn how your own clear sense of purpose is the most important ingredient of all.
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Learn to speak with true conviction about your role in a way that makes your clients trust you every time.
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Learn the magic of a crisp, powerful, compelling purpose statement, and how to communicate your purpose clearly and consistently.
Session 5 – The Blueprint for Financial Success™
The Blueprint for Financial Success is designed to take you through the step-by-step process of developing a compelling financial plan. The Blueprint helps Investment Advisors communicate with clarity and precision, and The Blueprint helps Investors clearly see the big picture. When skillfully used, The Blueprint for Financial Success™ helps Financial Advisors help clients connect their specific financial decisons to their unique vision, values, and purpose.
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As an Investment Advisor, The Blueprint gives you confidence and keeps you on track so you stay focused on What Matters Most for your client.
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For Investors, The Blueprint gives you confidence in your Investment Advisor because you’re able to see more clearly the big picture of your overall financial plan.
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The Blueprint is a powerful process because it helps Investors and Investment create a Purpose-Centered Alliance
Session 6 – Respect Your DAD
Investing isn’t like Olympic Diving, you don’t get extra points for difficulty.
– Warren Buffet
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Learn to communicate the technical elements of investing in a way that connects the dots to your clients’ dreams.
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The concepts of Diversification, Asset Allocation, and Dollar-Cost-Averaging will become stimulating and informative for your clients and you’ll experience the exhilaration of being a valued expert to them.
Session 7 – Build a Dream House
How we “put it all together” in a brilliant presentation. In this session, you will learn to master the essential elements of a Financial Plan Presentations using modern technology to communicate in a more compelling way. This is where The Blueprint for Financial Success™ demonstrates incredible value for Investors, Investment Advisors, and Family Office Teams.
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Helps Investors get a better understanding of their current situation – a reality check.
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Investors and Investment Advisors can more easily identify alternatives to bridge the gap from “where you are today to where you want to be in the future”.
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In this session, you learn to “Put it All Together” by clearly communicating the overall plan in a way that connects the dots to what matters most.
Session 8 – All Aboard
“Trust each other again and again. When the trust level gets high enough, people transcend apparent limits, discovering new and awesome abilities for which they were previously unaware.”
—David Armistead
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Learn to Redefine “Team” in a way that creates synergies between Investors, Investment Advisors, and family members.
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Learn to develop the awesome—but sometimes untapped—power of a team.
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Learn that your teams’ knowledge is power, and as you develop better focus, that power will achieve incredible results.
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Learn that conviction (really believing in something) and commitment aren’t skills. They are attitudes which are observable to everyone on the team. As team members “get it,” they will hold each other accountable, have less stress and more fun, and create better outcomes than ever before
