Courses for Top Producers

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 Skill Sets Representative Courses Special Offer 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

Top Producers typically are the top 20% of the sales force that generate +70% of the firm's revenue. They are high-level salespeople and are extraordinarily valuable resources to the firm, rather like diamonds that can be polished to even higher brilliance. The modules in this program concentrate on sharing the best business practices in the industry. Top producers clamor for information on what other top producers are doing within their own firms and among their competition in other firms. [Return to Top] Skill Sets for Top Producers 1. In this category, the emphasis shifts to "refinement", advanced communications, and sales strategies. (Assistant brokers and other team members may benefit from less advanced communications modules.)    2. For this skill set, The Progress Center addresses potential solutions to organizational issues, effective marketing practices, and essential management skills. Additional topics, regularly offered at Top Producer conferences, are also available here on the web. 3. Depending on firm needs, this program can be expanded to include a host of "how-to's" from other Top Producers who have already built highly successful practices centered around managed money. 4. Working with team members is emphasized here. Top Producers often experience the dilemma of how to keep others as motivated as they, especially with serious time constraints at-hand. This is "challenging" and often requires managerial skills that must be learned. The growth of the Top Producer's business is dependent on well-chosen team members/employees functioning seamlessly. In addition to maintaining personal motivation, avoiding burn-out and dealing with day-to-day career stresses, these Top Producers are usually beginning to manage their own teams. The financial professional's problems are compounded because he/she must now manage other people. The financial professional may now need a host of additional skills to effective motivate and direct his/her employees. [Return to Top] Representative Courses for Top Producers 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 Organizational Issues Creating Value in Your Practice When the "Best" Is Not Enough: Creating a World-Class Business Systematizing Your Practice Effective Delegation Team Development The PROGRESS Model for Business Development Rewarding Efforts: Compensation Issues Effective Marketing Practices Marketing Research for Smart Decisions and Client Building Direct Marketing to Increase Your Client Base Public Seminars: How to Speak for Business Trade Shows to Develop Business Action Marketing Campaigns PR Savvy for the Financial Professional Essential Managerial Skills Delegation Coaching and Counseling for Increased Personnel Performance and Personal Fulfillment Quality Control Performance Standards and Measuring Success Goal Setting Interviewing Techniques Other Topics Developing an "Office Manager" Rather Than an Administrative Assistant Cloning Ideal Clients How to Make More Money with Fewer Clients Streaming Your Book for Success How to Double Your Production Again Computer Integration Web Design and Maintenance Innovate Web Ideas to Develop Client Loyalty Succession Planning Using Wholesalers: Telling the Good from the Bad Marketing Through CPA's and Attorneys Getting Organized and Staying Organized How to Write a Personal Commercial Using Clients' Words Thinking Outside Yourself: The Key to Great Leadership Is Doing What You Used to Do Going to Serve You in the Future? Changing Your Business to Meet the Changing Marketplace 3. Professional Knowledge Attracting and Managing More Managed Money Alternative Investments Hedge Funds Mezzanine Finance Private Equity Venture Capital Asset-Backed Securities Real Estate Other Topics Advanced Tax Strategies Advanced Stock Options Strategies Intergenerational Trusts Working with Multiple Generations Within a Family Portfolio Measurement Demographic Shifts Development of a Client's "Ideal Calendar" International Clientele High Net Worth and Ultra High Net Worth Clients Foundations and Endowment Markets 4. Maintaining Motivation Team Development Reward Systems and Approaches Performance Measurement and Management The "How-To, Want-To, Chance-To" Model of Performance Analysis Stress Management Being in Control: Taking Responsibility for Attitudes, Actions and Reactions 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 Top Producers, entitled The Mega Producers. This introductory course highlights some of the information gleaned from interviews with over 50 Mega Producers (all retail, not institutional) and from numerous Top Producer conferences. It summarizes some of the ideas and approaches taken from the best of the very best. Realizing the time constraints of these Top Producers, as well as understanding that they already have almost all of the key attitudes and skills necessary, this program emphasizes the best business practices within the financial services industry. 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