Put Sidelined Cash to Work
Help Clients Invest with Taxes in Mind
Deepen Client Relationships
Master the Five Principles of High-Performing Teams
Start Succession Planning
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About
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Results
Connections
Resiliency
Vision
Teams
Why Are the Best the Best?
This research-backed self-evaluation and coaching program is designed to help you benchmark yourself against top performers, so you can identify and capitalize on ways to unlock your full potential.
Elevate Your Performance
Unlock Your Potential
Increase your self-awareness and master your mindset to become the best version of yourself.
Add Precision to Your Practice
Creating Vision
Without vision, your daily tasks amount to “busy work” rather than purposeful work. This module focuses on personal reflection and goal-setting that considers your aspirations and competitive environment.
Find Your Pathway to Success
Be Exceptional
Gain an understanding of the steps needed to create a vision for yourself ― which starts with one simple question: What if?
Building a Great Team
Greatness is achieved together. A committed team aligned with a clear vision is essential for success. This module focuses on how to translate your vision, goals, and objectives to your broader practice. Key focal points include the importance of teaming, key functions, and building a culture of excellence.
Discover the Art of Team-Building
A Commitment to a Clear Vision
Learn the benefits of a shared language and ways to focus on accountability.
Measuring Results and Maintaining Focus
Documenting your business’ priorities will help improve your likelihood of success. This module focuses on driving results and maintaining focus ― with an emphasis on the importance of daily goals and measurable activities.
Find out how focusing on your processes and habits can lead to success.
Establishing Connections
The ability to build longstanding connections is imperative for the success of any advisor. This module emphasizes actionable opportunities you can seize to create stronger relationships that help grow your practice.
Cultivate Lasting Relationships
The 5 “Cs” of Connection
Learn about the 5 “Cs” of connection — concern, context, commitment, communication, and coaching — and how this can benefit your practice.
Strengthening Resiliency
There will be times when being a great advisor is challenging. This module details how you can build resilience to overcome setbacks. Key areas of emphasis include the importance of a growth mindset, the power of intrinsic motivation, and positive self-talk.
Add Grit to Your Game
The Three Steps of Resiliency
Find out how the three steps of resiliency — locked in, within, and all in — can all start through the skillful management of attention.
