This program is in association with Taylormadeleadership.
Elevate is designed to help anyone to become a balanced expert in the field of financial services and insurance. Training in any endeavour is essential to growth and success. Elevate is a comprehensive training and development program that is delivered over a 12 month period by three of the top specialists in the financial services and insurance world. This program will provide optimal performance training in behaviour, productivity, business development, focus, and relationship development along with product, field sales techniques and strategic business development. Our unique proprietary process of delivery, follow up, accountability and implementation is key to the success of this program. Participants can expect to double their current business results.
WHAT THE COURSE INCLUDES:
- 12-monthly presentations-1 hour in duration
- A complete set of notes of each session
- A copy of the Taylormadeleadership Success Journal and course notes binder
- Full inclusion in the Taylormadeleadership Touchpoint ™System of daily contact, follow up and accountability
- Telephone and e-mail access to Randy Taylor for one on one assistance
- An additional 6 months (18 months in total) of contact, follow up and accountability
- **each program participant will receive a minimum of 12 CE credits
1 The Self-Directed Success Solution
Creating a daily structural process of self-discipline to increase income and productivity by a minimum of 100%.
2 The Power of Why in Business
Set yourself apart from the competition. New business development is the cornerstone to success. This session will provide a completely unique strategy to reach and secure new clients.
3 Developing Positive Behaviors
Positive behaviour development is the key to staying on track with a best practices plan. Through a clear understanding of the science you will be able to create powerful new behaviors that will allow you to reach your full potential.
4 Defining Your Vision
Having the emotional drive to carry out the necessary activities each day is essential. This session will allow you to identify and connect to your own individual emotional triggers that create the fuel for activity and growth.
5 Improving Focus
This is one of the least talked about and most impactful elements of personal and professional development and has the potential to create the greatest impact. The objective is to develop the skill of focus, to overcome distraction and explode productivity and confidence.
The true definition of success is to grow and improve in all areas of life. This session deals with the creation and implementation of a system to do just that. To incrementally grow and improve in all areas of life.
7 Relationship Mastery
The key to success in business and life is directly linked to relationships. This session will allow you to define, understand and implement the psychology and necessary steps to develop long-term sustainable relationships that are built on trust.
Peak performance is a result of the compound effect of investing in the right activity repeatedly. As the primary person I your business and personal life it is essential to ensure your focus is on the activities that produce optimal results and benefits. This session will re-align a best practices approach to both business and personal pursuits and eliminate or delegate nonproductive activities.
9 Presentation Perfection / Objection Management
You get one change in front of a new client. The absolute in business is that amateurs wing it and professionals are prepared every day. Presentation perfection will empower you to create, perfect and present your presentation as a pro every time leaving nothing to chance. Objection management training is the partner element to this process to ensure a powerful and convincing presentation every time.
10 Client Base Re-Alignment / Team Development
Providing value to the marketplace is absolutely essential, especially now with CRM2. Client base re-alignment will ensure sufficient time to properly service your key clients leading to future growth and development. The team development approach will provide the structure and value proposition to set you far above the competition.
11 A+ Client Service Model
This module will provide a creative, structured and managed approach to super serve all high net worth clients. This is essential in securing and replicating the type of clients you wish to grow your patience with.
12 Platinum Referral Process / Centers of Influence
For senior practice management, referrals from existing clients and centers of influence represent the two core strategies to secure new high net worth clients.