Courses for Mid-Level Producers ($350K-$1M)

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) Skill Sets Representative Courses Special Offer 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

Somewhere between Rookie class and Top Producer status is the bulk of a firm's financial professionals. This group constitutes the middle segment of a bell curve and represents a sizable investment for the firm. Additionally, this group represents tremendous unrealized potential to the firm. The courses in this program differ somewhat from those offered the $350K and lesser producers. These modules focus on more advanced skill development. Financial professionals making sure, steady advances can be shown how to more quickly and efficiently move to the next levels of productivity. These financial professionals want to learn about the best business practices of their competitors. They want to polish their considerable skills. They need to be challenged to make critical refinements in their business approaches. They must learn managerial skills, if they are to develop an effective team that will help propel them to the next level of top producer. For those mid-level producers who have plateaued for whatever reason, The Progress Center offers effective solutions by helping them to raise expectations, thereby raising their success to a higher level. [Return to Top] Skill Sets for Mid-Level Producers 1. While financial professionals in this group have already demonstrated a good level of proficiency, there is critical knowledge to learn. The modules in this program are designed to enhance the ability to communicate complex information clearly. The financial professional learns how to become consistently effective.      2. To achieve high levels of success, the financial professional must learn how to manage a dynamic, successful business. To reach the top, these professionals must establish a business philosophy that recognizes the client as the ultimate arbiter of quality and places the client's needs first. The financial professional must learn to think like a chief executive officer of his/her own franchise/business to appreciate the cost effectiveness of any activity relating to his/her success. 3. The Progress Center offers cost effective alternatives to in-house personnel and can deliver courses that a firm may be unable to provide.      4. In addition to maintaining personal motivation, avoiding burn-out and dealing with the day-to-day stresses of the job, these financial professionals are usually beginning to manage other team members. This professional's problems are partly compounded because he/she must now manage other people, and he/she may now need a host of additional skills to effectively motivate and direct his/her employees. [Return to Top] Representative Courses for Mid-Level Producers 1. Sales Strategies & Consultation Skills Review of Key Communication Skills Advanced Communication Techniques Identifying Your Value Added Account Penetration through Financial Profiling Life-Goal Profiling Client Buying Motivations Managing Client Expectations Managing 100% of the Client's Assets 2. Business Practice Development Management Skills Developing Sales Plans Focused Marketing Campaigns Systematizing Your Practice Developing Action Sales Plans Market Research for Smart Decisions Direct Marketing to Increase Your 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 Team Development Performance Evaluation How to Write a Personal Commercial 3. Professional Knowledge Technical Analysis I and II Integrating Economic, Fundamental and Technical Analysis 401(k) Business Development The Foundations and Endowment Markets Modern Portfolio Theory Asset Allocation and Management Performance Measurement Hedge Funds Alternative Investments Manager Selection Considerations 4. Maintaining Motivation Team Development Performance Measurement and Management The "How-To, Want-To, Chance-To" Model of Performance Analysis Stress Management Being in Control Putting Yourself and Others in a State of Excellence [Return to Top] Special Offer For a limited time, The Progress Center offers a sample introductory module for Mid-Level Producers, entitled Re-Inventing Your Business and Yourself. This module includes brief discussions on topics geared to experienced producers and emphasizes the need to rethink, refine, and reinvigorate businesses so financial professionals can more efficiently advance to the next level of productivity and professionalism. 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