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News & Press: CalAdvisor Newsletter

Featured Member Benefit: NAIFA Coach

Friday, March 3, 2017   (0 Comments)
Posted by: Admin
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As a member of NAIFA, you have access to the NAIFA Advisor Solutions Coach Package led by Daniel Finely. Daniel, President and Co-Founder of Advisor Solutions-the Premier Financial Advisors Business Consulting and Coaching Service, offers the following three coaching packages.

Level 1: Free NAIFA “Solutions Session” (YAT Focused)
Each month, NAIFA features a different practice management topic and invites the first 50 young advisors that register to participate in a one-hour interactive group coaching session. Participants should be ready to bring their challenge regarding each topic, as this session will be taped, and the podcast will be available to all young advisors to access. These free teleseminar sessions take place on the fourth Thursday of each month at 4 p.m. ET.

Level 2: The Coach’s Clinics-The Next Level
This package offers a more intensive and comprehensive instruction about topics discussed during the solutions sessions. The Coach’s Clinic is structured to offer advisors detailed, valuable and industry-specific systems and processes; strategies, scripts, tools and techniques that are customizable; ancillary learning, motivation, support, awareness, action and accountability. During each session (one per week), advisors will increase their awareness, action and accountability about specific business building topics. Pricing for this coach’s clinic is $99 for NAIFA members.

Level 3: The S.M.A.R.T Start Financial Advisor Group Coaching Program
The Systematically Managing Activities Requires Training “S.M.A.R.T” is a 24 week (6 month) program that accelerates the advisor’s progress by providing a greater focus and awareness of a purposeful action. This program was created to provide an advisor with the tools, techniques, camaraderie and ancillary learning you need to succeed in the areas of time management, prospecting, sales, relationship building, client servicing, marketing, product knowledge and portfolio management. As a NAIFA member, you can receive this program for $997.

For more information, please click here.


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