8 Weeks to Client Relationship Mastery Digital Course

Give me 8 weeks, and I'll show you how to turn your lukewarm clients into raving fans!

The Signature Program

The digital course, 8 Weeks to Client Relationship Mastery, a one-of-a-kind training experience, is the foolproof approach to equip & empower your team to consistently:

Outshine your competition
Prove reliability of practice
Boost your reputation
Attract introductions & referrals

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What It Includes

PLATINUM: One-on-one, Guided 8 Weeks to Client Relationship Mastery Digital Course, on call mentoring for 6 months, followed by an audit of new skills to polish efficiency & versatility. CLICK HERE FOR MORE INFO
GOLD: One-on-one, Guided 8 Weeks to Client Relationship Mastery Digital Course, includes 2 coaching sessions in months following completion, to troubleshoot challenges & fine tune competence. CLICK HERE FOR MORE INFO
SILVER: 8 Weeks to Client Relationship Mastery digital course, plus 2 private coaching sessions to enhance independent study & build capability. CLICK HERE FOR MORE INFO
BRONZE ! BEST VALUE ! 8 Weeks to Client Relationship Mastery digital course Fully independent learning for self starters. CLICK HERE FOR MORE INFO

What is Covered

Fresh approaches to the Client Engagement Cycle
Contacting made simple, with CRM technology
Big-hearted communication, by phone & in writing
Specific templates & scripts to build confidence
Concierge-level client relations

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Customized Training for Financial Representatives

Stage 1

New Reps, who've created a client database

◼ Reconnect with your one-time customers

◼ Establish regular contacting cycle

◼ Automate outreach

◼ Fine-tune communication style

Stage 2

Established Reps, ready to rocket to the next level

◼ Re-engage, bring customers into active relationship

◼ Market to specific needs

◼ Connect with risk clients

◼ Segment and cross-sell

Stage 3

Successful Veterans, with dedicated team members

◼ Funnel client engagement by segment

◼ Identify circles of influence

◼ Become a referral source

◼ Create concierge practice with A+ clients

Packages

Choose the package that fits your needs...
from Bronze for motivated self-starters,
to Platinum for fully-guided practice transformation.

Platinum - $4997

Full mentoring for 6 months, practice transformation package

One-on-one, Guided 8 Weeks to Mastery online course
Includes 8 lessons, with scripts, templates, & extra skill-builders
On-call mentoring for 6 months, in 8 private 60-minute sessions, & weekly email exchanges
Audit of new skills to polish efficiency & versatility as final coaching session

NOTE: The person taking the course is the "Learner," often not the same person as the purchaser of the course

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Gold - $2897

Guided 8-Week Experience, +2 1:1 Coaching sessions to polish skills

One-on-one, Guided 8 Weeks to Mastery online course
Includes 8 lessons, with scripts, templates, & extra skill-builders
30 minutes with me, one on one, per week for 8 weeks
Includes 2 60-minute coaching sessions in months following completion, to troubleshoot challenges & fine tune competence
On call emailing with me to navigate sticky learning issues

NOTE: The person taking the course is the "Learner," often not the same person as the purchaser of the course

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Silver - $997

Includes 2 1:1 coaching sessions!

8 Weeks to Mastery online course for independent learning
Includes 8 lessons, with scripts & templates, extra skill-builders
2 sixty-minute coaching sessions with me, to enhance independent study & capability
Weekly email exchanges to address sticky learning issues

NOTE: The person taking the course is the "Learner," often not the same person as the purchaser of the course

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Bronze - $399

Special Price, for Independent Learning. No Frills. Just content.

8 Weeks to Mastery online course for independent learning
Includes 8 lessons, with scripts, templates, & extra skill-builders

NOTE: The person taking the course is the "Learner," often not the same person as the purchaser of the course

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Want My Fool-Proof System for Client Relationship Excellence?

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