Course Overviews

Areas of Training: The Four Pinnacles of Success Course Overviews List of Representative Courses For New Consultants For Producers Under $350K For Mid-Level Producers ($350K-$1M) For Top Producers For Senior Consultants For Sales and Office Managers For Administrative and Sales Assistants For Bank Platform Personnel Our Experts Biographical Sketches An Offer You Can't Refuse Our Guarantee Request for More Information Return Home

The Progress Center offers web-based programs that are succinct, focused, pragmatic, cost-effective, and based upon the industry's best practices. There are over 200 programs currently available, and eight distinct groups are targeted for training under the Financial Services curriculum, with each course designed to improve the professional's skill set in the four pinnacles for success. 1.  For New Consultants. Emphasizing the "basics," these programs are designed to get your new advisors off to a fast start to a successful career. Topics include establishing credibility, effective telemarketing, time management, getting referrals, and effective sales and prospecting approaches. [Return to Top] 2.  For Producers With Less Than $350K Production. These programs provide information that will inspire this group to action. Courses include "how-to" topics such as re-energizing your business, account penetration, cloning ideal clients, time blocking, and developing fee-based business. [Return to Top] 3.  For Mid-Level Producers ($350K-$1M). These programs deliver key skills to significantly upgrade their businesses and move them to Top Producer status. Topic include "life-goal" profiling, niche marketing, modern portfolio theory, developing and marketing 401(k) business, and team development. [Return to Top] 4.  For Top Producers. Our high performance courses for this group emphasize industry best practices that are often promoted within conferences. Courses include systematizing your practice, advanced tax strategies, portfolio management, marketing to ultra-high-net-worth individuals, and pruning your A-Book for maximum returns. Note: Some of the management courses are also applicable to team/staff management. [Return to Top] 5.  For Senior Consultants. The "process" of managing money is the focus of these programs. Asset allocation, division of labor, intergenerational trusts, and PR savvy are among the topics offered by The Progress Center. Note: Some of the management courses are also applicable to team/staff management. [Return to Top] 6.  For Sales and Office Managers. The courses in this program offer managers new ways to motivate their staff for increased productivity. Note that these courses are applicable for Top Producers and Senior Consultants as they develop their teams. [Return to Top] 7.  For Administrative and Sales Assistants. These courses identify investment basics and key support skills necessary to grow business. [Return to Top] 8.  For Bank Platform Personnel. These courses in investment basics, interpersonal, and operational skills lend more value to your organization. Cross-selling opportunities of bank product lines are emphasized. [Return to Top] The Progress Center is capable of providing numerous courses, at various levels of sophistication, with various levels of detail, by highly qualified instructors. We offer customization quickly and cost effectively. For more information about course customization, contact Steve Drozdeck at The Progress Center. [Return to Top] 41 East 400 North #543 Logan, Utah 84321   Phone: (435) 753-8848    Fax: (435) 753-8847   E-mail: Sales@TheProgressCenter.com