Stone Wall

JOIN US STARTING OCT 24th.

Ideal for Advisors and Associate ADVISORs that have been in the business for 5-10 years. 

In today’s changing market, it is important for Financial Advisors to have a process for ongoing referrals from clients and COIs. The goal is to have a system to gain 1-2 targeted referrals from clients and COIs each year.


The Challenge: Advisors need a system to identify who a client or COI knows and how to ask for a referral. 
The Solution: Sign-up for this group coaching program with a proven process and blueprint.  

 

The New Client Generator Group Coaching Program provides the steps, templates, and blueprint with scripts to ask for a referral in a very targeted approach. The program combines a learning session followed by an implementation session, so you have completed the steps for results … every week. 

Learn the strategies that are working for top advisors in Canada and the US from two Financial Advisor Coaches.

Live attendance is highly encouraged and recordings will be available.

 

PRESENTED BY:
 

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THe COACHES

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April-Lynn Levitt

Business Coach and Speaker, The Personal Coach, Canada

April has been a professional business coach with The Personal Coach since 2006 and is passionate about helping advisors and their teams reach their potential.

April previously worked for 10 years with MD Management as a top Financial Consultant and Regional Manager in the Calgary office managing $1 billion dollars for physicians and their families. Prior to that she was an independent financial advisor in Vancouver specializing in the professional women’s market.

April has her Bachelor of Commerce with Distinction from the University of Alberta, her CFP, and extensive coaching, sales and management training.  She is a frequent speaker and contributor in the financial services industry.  

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Maureen Wilke, President

Wilke and Associates, Inc. and The Connected Advisor® Business Development Systems, USA

Maureen is a results-focused financial services leader with a successful track record delivering digital and in-person business development, sales effectiveness, and advisor practice management programs (The CONNECTED Advisor®) to drive growth and bring technology to life.

Her experience includes Managing Director Guggenheim Investments, Money Management Institute’s CDE Advisory Board, and founding member MMI’s Women in Wealth Management.

She has delivered Sales Training to over 30 financial firms and has led business development, coaching, and study groups for top advisory teams.

She also is an Author of The CONNECTED Advisor: Eight Months to Build Your Extraordinary Practice.

8 Weeks to REFERRAL SUCCESs

Starts Monday, OCTOBER 24, 2022 at 4PM ET.

WEEK 1 - MONDAY OCT 24

WEEK 2 - MONDAY OCT 31

WEEK 3 - MONDAY NOV 7

WEEK 4 - MONDAY NOV 14

WEEK 5 - MONDAY NOV 21

WEEK 6 - MONDAY NOV 28

WEEK 7 - MONDAY DEC 5

WEEK 8 - MONDAY DEC 12

BONUS WEEK

Identify Target Referrals

Implementation Session: share your Ideal Client Profile and updated LinkedIn page

Steps to Leverage LinkedIn for targeted Client and COI referrals

Implementation Session: the system for introductions

Centre of Influence (COI) strategy

Implementation Session: review scripts and questions

Converting Referrals to clients - action steps and results

Implementation Session: value conversation debrief

Topic outlined in the welcome package upon sign up.

SIGN UP TODAY WITH OUR
INTRODUCTORY OFFER