Courses for Senior Consultants

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 Skill Sets Representative Courses Special Offer 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

Senior Consultants are specialized top producers who focus on providing "high level advice" to a very select marketplace. The dramatic changes in the financial industry are emphasizing the "process through which these professionals are empowered to address and manage a broad range of investment issues most pertinent to the client." This adds significant value to their clients who are often high-net-worth, ultra-high-net-worth, and/or institutions. This curriculum is built around topics that will make each Senior Consultant more successful in the Fee-Based Advice Business Model. [Return to Top] Skill Sets for Senior Consultants 1. Sales strategies concentrate on advanced communication skills, making presentations to senior executives, and creating an electronic "presence".    2. The logical evolution of practice as the asset base grows is presented here, as well as the division of labor that must occur in order to leverage client service and revenues. 3. The advisor's value proposition, an understanding of the 10 major market segments, and strategic allocations are discussed in depth here. 4. As Senior Consultants often manage their own teams, they may benefit from the Managerial Skills discussed for Sales and Sales Managers. [Return to Top] Representative Courses for Senior Consultants 1. Sales Strategies & Consultation Skills Underlying Attitudes, Beliefs, and Business Philosophies Advanced Communication Patterns Group Presentation Skills Differentiating Yourself from the Competition Developing a World-Class Business: Communication Issues Institutional Sales Strategies 2. Business Practice Development Your Unique Value Proposition PR Savvy for the Financial Professional Developing a World-Class Business The Character of Leadership Organizational Chart and Division of Labor Putting Together an Effective Team Measuring Individual and Team Success Working With Your Office Manager Policies and Procedures The PROGRESS Model for Business Development Team Building and Team Development Compensation Models 3. Professional Knowledge Understanding the 10 Major Markets High Net Worth Ultra High Net Worth Foundations and Endowments Defined Contributions Defined Benefits Profit Sharing Public Funds Taft Hartley Mass Market (Less than $110K) Retail Market ($100K to $1.2M) The Process: Six Essential Areas Asset Study Investment Policy Statements Strategic Asset Allocation/ Investment Strategy Manager Search/ Selection and Forms of Ownership Choice/ Selection Performance Monitor Tactical Asset Allocation Process Delineation by the 10 Major Market Segments High Net Worth Ultra High Net Worth Foundations and Endowments Defined Contributions Defined Benefits Profit Sharing Public Funds Taft Hartley Mass Market Retail Market Portfolio Construction and Management Technology Electronic Asset Study Electronic Investment Policy Manager Universe Virtual Balance Sheet and Income Statement Portfolio Management: Subaccounting, Trade Order Routing, and Reporting Tactical Investment Methodology Additional Topics Advanced Tax Strategies Advanced Stock Option Strategies Intergenerational Trusts Working with Multiple Generations Within a Family Portfolio Measurement and Performance Comparisons Demographic Shifts: What They Mean to the Future of Your Business Development of a Client's "Ideal Calendar" International Clientele Computer Integration Web Design and Maintenance 4. Maintaining Motivation Team Development Reward Systems and Approaches Performance Measurement and Management The "How-To, Want-To, Chance-To" Model of Performance Analysis Personal/ Personnel Performance Analysis Stress Management Being in Control: Taking Responsibility for Attitudes, Actions and Reactions Putting Yourself and Others in a State of Excellence Thinking Outside Yourself: The Key to Great Leadership Also see Managerial Skills for working with Sales and Office Managers. [Return to Top] Special Offer For a limited time, The Progress Center offers a sample introductory module for Senior Consultants, entitled The "Advice" Business Model. This introductory course explores the fee-based advice business model by reviewing the key processes that Senior Consultants employ in order to add value for their clients. Industry changes, market size and segmentation, and key developmental issues are explored. 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