Courses for Producers Under $350K

Areas of Training: The Four Pinnacles of Success Course Overviews List of Representative Courses For New Consultants For Producers Under $350K Skill Sets Representative Courses Special Offer 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

Producers grossing under $350K represent a huge, unrealized potential. We employ our How-To, Want-To, Chance-To Performance Evaluation Model to demonstrate to them how to do the job more efficiently. The Progress Center will help them resolve want-to issues by motivating them to move forward and trying new things. And, we'll help them identify success roadblocks in our chance-to discussions. In this program, The Progress Center provides the tools and skill sets that the financial professional needs to move to the next level, confidently and competently. [Return to Top] Skill Sets for Producers Under $350K 1. While people in this group have already demonstrated a basic level of proficiency, there is much, much more to learn. In order to assist clients to identify, define, and achieve their financial goals, the financial professional must have advanced skills. The courses in this program help participants develop sophisticated communication skills and teach the financial professional how to be consistently effective. Learning to become more consistently effective is one of the pleasurable challenges that help these producers move to the next levels of achievement. They start using polished tools, rather than broken, worn-out ones.      2. Producers below $350K must implement business skills that will allow them to move forward in their practices. Without these skills, they are relegated to perpetual mediocrity. The skills, topics, and modules of this program will help them create the right practices to become top producers. 3. In general, $350K producers know the major products and services of their firms. Sometimes "knowledge fosters complacency." We offer cost-effective alternatives to in-house personnel, and we can deliver courses that firms may not be able to provide.      4. The modules in this section draw upon case studies, self-diagnosis, and multi-level approaches to goal setting as proven ways to help propel the $350K producer forward and out of a lackluster rut. Our instructors can be contacted to conduct one-on-one or small group coaching sessions on the phone or on the web. [Return to Top] Representative Courses for Producers Under $350K 1. Sales Strategies & Consultation Skills Review of Key Communication Skills Advanced Communication Techniques Identifying Your Value Added Managing 100% of the Client's Assets Account Penetration Through Financial Profiling Life-Goal Profiling Client Buying Motivations Using Market Research to Identify Client Buying Criteria Managing Client Expectations Getting Referrals 2. Business Practice Development Developing Mission Statements and Action Sales Plans Analyzing and Revving Up Your Book of Business Identify "Critical Few" Activities Determining Ideal Clients Demographic Study of Ideal Clients Effective Marketing Campaigns Marketing Research for Smart Decisions in Building Business and Getting Referrals Direct Marketing to Increase Your Key Client Base Public Seminars: How to Speak for Business Trade Shows to Develop Business Using Wholesalers: Telling the Good from the Bad Networking Getting Organized and Staying Organized How to Write a Personal Commercial: Using Investor's Words to Bring Home the Truth 3. Professional Knowledge Developing 401(k) Business Developing Fee-Based Business Market Savvy I and II Understanding Economic, Fundamental, and Technical Analysis Note: There are many topics beyond those listed here. Our extensive network of industry experts allow us to address almost any investment topic, regardless of sophistication and complexity. 4. Maintaining Motivation Self-Evaluation, Using the "How-To, Want-To, Chance-To" Performance Model Eight Steps in Goal Setting Developing an Action Sales Plan Personal and Professional Mission Statements Are You in Control? [Return to Top] Special Offer For a limited time, The Progress Center offers a sample introductory module for Producers Under $350K, entitled Re-Energizing Yourself and Your Business, in which the four pinnacles of success are shown as keys to building businesses to the next level. This module serves as an overview of the Producers Under $350K program and helps experienced producers recognize the steps necessary to become Top Producers. Success stories help to illustrate the proven ways to rethink, refine, and reinvigorate the financial professional's business. For more information about how to obtain this demo, complete our Request for Information form or e-mail the Sales Department of 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