Advisor Practice Management Training
Rising Stars
This is an exclusive, one-day training program where the next generation of retirement-focused advisors learn consulting fundamentals and advanced practice management skills to help grow their practice.
Who Participates?
Retirement advisor “Rising Stars” who can benefit from an interactive and engaging session from Fi360/Ann Schleck & Co. The session is for retirement advisors with 3-5+ years of experience and will focus on consulting fundamentals (e.g. What’s Your Pitch? and How Do You Differentiate?), consultative selling (e.g. 50 Sales Ideas in 50 Minutes) and strategic client relationship management (e.g. Getting Credit for the Value You Deliver).
Benefits
- Gain competitive marketplace insights
- Learn practical sales and marketing tips to help you close business
- Identify strategies to add and demonstrate value to client relationships
- Interact and network with advisor colleagues, experienced providers and industry experts
- Attendees will likely receive CE credits
Elevate Your Practice
This is a new, one-day advanced advisor practice management training session designed to help advisors create an extraordinary client service experience generating increased client satisfaction, loyalty and retention.
Who Participates?
The session is focused on experienced advisors with at least five years of experience or attendees from our Rising Stars training programs.
Benefits
- The innovative curriculum provides attendees with strategies, techniques and tools to deliver an extraordinary client service model
- Interact and network with advisor colleagues, experienced providers and industry experts
- Attendees will leave with great ideas to implement when they get back to their office
- Attendees will likely receive CE credits
Advisor Practice Management Training: Sponsored Private Events
Our sponsored private events are comprehensive, interactive training programs for retirement-focused advisors delivered in small groups, regional workshops and national meeting venues.
Who Participates?
If you work for a broker-dealer, recordkeeper or asset manager, a sponsored private event is a great way for you to offer a value-add to your advisors. A typical session ranges between 20 to 50 participants depending on the venue, topics and format selected for the program. Programs can be designed to accommodate a wide variety of retirement industry experience from entry-level to advanced.
Benefits
- Offer a value-add training service for advisors to build stronger relationships
- Help advisors grow their businesses and/or mitigate risk
- Support advisors’ need to meet industry continuing education requirements
- Promote your commitment to prudent practices that define a fiduciary standard of excellence
- Partner with Fi360, the leader in fiduciary training solutions
Let’s get started! If you'd like additional information about Advisor Practice Management Training, we're here to help! Fill out the form and a member of the Fi360 team will be in touch.
