The Next Level Training Solution for Wealth Management is for firms that are looking to improve Financial Advisor execution, performance, and results.

These solutions are based on coding the DNA of top-performers in the industry. We package that knowledge and experience into market-relevant offerings which are ready to be utilized for your organization.

Industry Challenges

  • Attracting and developing new Financial Advisors
  • Improving the productivity of newer and more experienced Financial Advisors
  • Retaining high-performing Financial Advisors
  • Helping under-performing Financial Advisors to get “Back on Track”
  • Understanding the impact of the DOL fiduciary rule on Financial Advisor execution and implement the appropriate strategy
  • Understanding the impact of robo-advisor technology and if/how that will be incorporated into the go-to-market strategy

Next Level Solutions

Financial Advisor Training

You will experience results with The Next Level’s instructor-led training.

Our instructors create a high-energy learning environment and our collaborative learning style keeps participants focused and engaged throughout the session.

Our teaching techniques include case studies and practice sessions create the optimal learning environment for professionals interested in enhancing their performance.

Our Financial Advisor Training includes: Business Planning, Client Acquisition, and Conducting Meetings – all focused on helping the Financial Advisor gather more assets and increase productivity.

Coaching Skills for Managers

Sales Improve When Their Sales Managers Improve.

The Next Level’s Coaching Skills for Managers Program helps you leverage the talent of managers through one-on-one guidance and support so they enhance the performance of their team.

Our Coaching Skills for Managers program includes: Conducting Goal Setting Meetings, Conducting Skills Training, and Conducting Sales Meetings all focused on helping the manager increase Financial Advisor productivity and retention.

Recruiting Skills for Managers

In today’s competitive environment, identifying, and attracting established top producers is essential.

The Next Level has developed a recruiting program based on the best practices of the top recruiters in the industry. Our Recruiting Skills for Managers program will help you build your pipeline and win the war for talent.

Client Contact Center Training

Many firms have created dedicated teams to proactively work with both mass market and self-directed clients to provide anywhere-anytime access and financial solutions.

This also helps them gain the benefit of introducing other internal business partners to the client, when appropriate, to expand and deepen the relationship with the client.

The Next Level has developed a program to help the Financial Advisors and Managers in these contact centers retain client assets, maximize the relationship and introduce other firm resources.

Performance Improvement Coaching

The largest room in the world is the room for improvement.

Established Financial Advisors: If a Financial Advisor is motivated to grow their practice, the sky is the limit.

The Next Level has developed a performance improvement coaching program based on over 30 years of experience in working with over 90,000 Financial Advisors helping them go from good to better and better to best.

Our Performance Improvement Coaching program will help your Financial Advisors to take their practice to the next level

Back on Track Coaching

Newer Financial Advisors: If 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.

The Next Level has developed a coaching program that has been proven to help 33% of Financial Advisors who are falling short of their goals to get back on track in 90 days.

Specialist and Cross-organizational Training

Develop the ability to create a compelling value proposition around delivering the firm’s solutions to the client.

Presentation Skills Training

The training is designed to help you create and deliver presentations that are vital to success in the Financial Services industry.

Virtual Training

Each of the above programs can be delivered as instructor-led training, integrated with virtual training as a “blended solution,” or can be used as stand-alone training.

Results Delivered

  • Highest on-target rate of newer Financial Advisors in the last three years— Financial Advisor Training
  • 78% increase in the number of overall recruits, year-on-year— Recruiting Skills for Managers
  • 33.7% Increase in Production and 34.9% Increase in Recurring Revenue— Performance Improvement Coaching
  • 33% of off-target Financial Advisors are back on track in 90 days— Back on Track Coaching