Wealth Management:

Overview

The Next Level Training Solutions for Wealth Management are for firms that are looking to attract, retain, and develop their Financial Advisors into the best in the industry.

Industry Challenges

  • Attracting, developing, and retaining next gen Financial Advisors
  • Helping under-performing Financial Advisors to get “Back on Track”
  • Training Financial Advisors to bring the full value proposition of the firm to prospects and clients
  • Training Financial Advisors to acquire new high-net worth clients
  • Coaching Financial Advisors on ways to deepen relationships with clients
  • Improving the productivity of more experienced Financial Advisors
  • Retaining high-performing Financial Advisors
  • Developing specialists to support Financial Advisors
  • Recruiting top talent
  • Developing future leaders

Next Level Solutions

These solutions are based on coding the DNA of top-performers in the industry. We package that tribal knowledge and experience into relevant and practical training programs which are easy for Financial Advisors to implement immediately, improving their probability of success.

Next Gen Financial Advisor Training & Coaching

Program topics include: Business planning, client acquisition, and conducting meetings – all focused on helping next gen financial advisors to use financial planning tools, deepen relationships with existing clients, acquire new households, bring in assets and increase productivity. The program includes digital training as pre-work to create awareness and generate buy in, virtual instructor led training that focuses on skill development practice, then follow up coaching and sustainment e-coaching to reinforce key learnings. Each participant receives a best practices playbook.

Back on Track Coaching

When a newer financial advisor (typically in their first three years of production) is falling short of their target goals, we can help them get back on track. This program consists of virtual instructor led training (Webinars) that focuses on skill development practice. Each participant receives a best practices playbook and the client receives performance reporting on a regular basis to measure success. We are able to help 20% of off target financial advisors get back on track in 90 days.

Wealth Management Academy

Program topics include: Conducting a practice segmentation, forming referral alliances with COI’s, engaging their clients next gen, gaining personal introductions, and using social media and strategic networking. The goal of this program is to help financial advisors deepen, expand and leverage their relationships with their clients while at the same time attracting more households that fit their ideal client profile. There is a virtual instructor led training that focuses on skill development practice then follow up coaching and sustainment e-coaching to reinforce key learnings. Each participant receives a best practices playbook.

Client Contact Center Training

Program topics include: Developing a deeper understanding of client’s goals, delivering advice beyond investing and converting service requests into other opportunities – all focused on helping financial advisors to deliver a world class client experience to retain clients, transition held away assets to the firm and deepen the relationship with the client. There is virtual instructor led training that focuses on skill development practice then follow up coaching with the managers to reinforce key learnings. Each participant receives a best practices playbook.

Recruiting Skills for Managers

Program topics include: Sourcing recruits, making contact, addressing concerns to a meeting, conducting the initial meeting, conducting the deep dive meeting, telling your story, and presenting the offer. In today’s competitive environment, identifying and attracting established top talent is essential. The Next Level has developed a recruiting program based on the best practices of the top recruiters in the industry. Our virtual instructor led training recruiting skills for managers program will help you build your pipeline and win the war for talent. There is also follow up coaching that supports managers as they execute key learning’s.

Coaching Skills for Managers

Program topics include: Conducting the review and plan meeting, goal setting meetings, skill development training, delivering performance feedback, and sales meetings. One thing we know to be true is that sales people improve when sales managers improve; when you get better, they get better. The Next Level has developed a sales coaching program based on the best practices in working with over 10,000 sales managers over the past 35 years. The program is based on The Next Level’s best-selling sales coaching book (How to Build a Sales Team that Stays, Sells, and Succeeds). Each participant receives a copy of this book.