The Industry’s Most Recognized Coaching Program For Top Advisors Is Now ...

Quick Facts

1. The Breaking Through coaching program delivers strategies and tactics used by top advisors to increase personal income and client satisfaction.

2. Challenging times call for bold actions

3. Payment can be made with a one-time payment, or as a monthly installment.

The Industry's Most Recognized Coaching Program For Top Advisors Is Now Available At Raymond James Financial Services.

Breaking Through is the industry's most advanced 12-month coaching program, designed to help top financial advisors achieve a major breakthrough in just one year. CEG Worldwide is the recognized market leader for coaching elite financial advisors and helping them achieve new heights of success, all while serving their clients well.

Raymond James Financial Services is pleased to announce that with the generous support of Invesco, the Breaking Through coaching program is now available to you. This fact sheet provides everything you need to know to take advantage of this tremendous opportunity.

The Breaking Through coaching program delivers: ? Insights into the best practices of elite advisors who earn on average $881,000

annually. ? Insights into what affluent individuals, with more than 1 million dollars in investable as-

sets, are looking for in a relationship with their advisor. ? A personal coach to help you develop your own roadmap to building the practice of

your dreams. ? A step-by-step program to help you implement top advisor best practices.

This is a rare opportunity to move your practice to the next level and work with the very best people in the industry who coach exclusively top advisors to achieve break through results through clarity of purpose, commitment, and focused execution.

Raymond James Financial Services has negotiated the price for this program at a one-time payment of $17,000, or 12 monthly payments of $1,500.

To get started right now, please contact Jennifer Stanton, at 888-246-8043, jstanton@.

The Most Advanced Coaching Program In The World For Top Financial Advisors Is Now Available At Raymond James Financial Services.

Group Coaching Sessions

Session I:

Foundation

October 3-4, 2012

Atlanta, GA ? Learn how to move up

market ? Implement Consultative

Wealth Management Process ? Position as an expert in your affluent niche market ? Develop ideal client profile ? Commit to breakthrough goal

Session II:

Business Development

February 5-6, 2013

Oakbrook Terrace, IL ? Build your pull marketing

plan ? Create wealth manage-

ment expert team ? Accelerate growth using

asset capture, referral and

replication strategies ? Implement proven meth-

odology to build power-

ful strategic alliances ? Revise and recommit to

breakthrough goal

Additional Program Services

Session III:

Mastery

May 14-15, 2013

Houston, TX ? Enhance mastery of key

consultative skills ? Perfect world-class

wealth management

positioning ? Strengthen expertise in

key business develop-

ment skills ? Intensify action and ac-

countability to achieve

breakthrough goal ? Bridge to world-class

wealth management

business

Individual Coaching

One call per month for one year. Financial advisors experience the benefit of professional coaching. Coaches help financial advisors develop their personal road maps, set goals, focus on the right behaviors, and implement the step-by-step tactics and strategies from the program.

E-learning Services

Access to Breaking Through Online. This robust e-learning platform features extensive instruction on implementing each of the program's 16 tactics, in-depth videos and podcasts from CEG Worldwide's experts and coaches, a broad range of tools and templates to easily execute what you are learning and online interaction with other Breaking Through participants.

Webinars

Five per year. CEG Worldwide principals continue to motivate, focus and energize financial advisors throughout the year with online webinars. These webinars help financial advisors focus on the steps appropriate to that phase of the program and commit to following through on their individual plans.

Weekly Emails

Weekly email tips. Financial advisors receive weekly tips that remind them of what they should be focusing on during the current phase of the program. This further strengthens intentionality and purpose for realizing key objectives.

Peer Coaching

Ongoing. Financial advisors receive peer coaching and interaction throughout the year. In group coaching sessions, financial advisors interact with each other and form bonds that last through the program and beyond. When financial advisors see other financial advisors reaching their goals, this is a very motivating experience.

Breaking Through Included. Every financial advisor receives a copy of Breaking Through: Building a World-Class Wealth

Book

Management Business. This book offers insights, based on proprietary empirical research, into the needs of the affluent and the practices of elite financial advisors.

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download