Get Valuable Sales Resources
Access to best practices and sales insights.
TNL On-Demand for the Enterprise
Improve the performance of your entire sales organization.
Are you ready to grow your business?
Financial Advisors will be able to build a business plan, execute a client acquisition strategy, and conduct meetings with clients and prospects that will open up new accounts and bring in more assets. This program is based on over 25 years of experience, working with over 50,000 top-producers from the largest wealth management firms in the country. We have distilled the best practices and packaged them in a relevant, easy to use format that is proven to help you build your practice.
Available Programs
TNL On-Demand™ for Financial Advisors
3 Program Bundle
BEST VALUE!
- Business Planning Program
- Client Acquisition Strategies Program
- Conducting High-Impact Meetings Program
- $499 for a 1 Year Subscription
Program 1: Business Planning
- Business Planning Overview
- Target Marketing
- List Development
- Client Acquisition Activities
- Goal Setting
- Time Blocking
- Keeping Score
- Developing Your Value Proposition
- $199 for a 3 Month Subscription
Program 2: Client Acquisition Strategies
- Client Acquisition Strategies Overview
- Prospecting Your Personal Network
- Prospecting Your External Network
- Preparing for Telephone Prospecting
- Getting Through to the Decision Maker
- Making Contact and Getting the Appointment
- Addressing Concerns
- $199 for a 3 Month Subscription
Program 3: Conducting High-Impact Meetings
- Conducting Meetings Overview
- The Understanding Meeting Overview
- Agenda Statement and Value Proposition
- Understanding Your Prospect
- Concluding the Understanding Meeting
- Preparing for the Presentation Meeting
- The Presentation Meeting
- Addressing Concerns and Closing
- $199 for a 3 Month Subscription