Having worked with top advisors across the country over the past twenty years you learn what separates the best from the rest. It’s not the size or structure of their team, their investment strategy, client service model, target markets, or years of experience. The tie that binds is their Level 5 EQ. These individuals understand what it means to be an advisor.

 

You will begin this program by defining your goals, and from this, develop the understanding needed to build a Level 5 business. You will develop the mindset and language needed to tap into your unlimited potential for personal fulfillment, professional growth, and business success.

 

Key themes of this program:

• Understanding what it means to be a Level 5 Advisor

• Developing Level 5 communication skills

• Achieving the pinnacle of professional success and personal fulfillment

 

This program will help you:

• Understand why and how Level 5 EQ is the essential ingredient in the success of top advisors

• Leverage this understanding to elevate success in your practice and growth within your self

• Tap into your unlimited potential and help others do the same (in and outside of work)

 

​​One-to-One or Group Coaching Program Details

• Six 45-minute (60 min for group) coaching sessions

• Six 15-minute (30 min for group) check-in calls

• ​Six session reviews

• Self-Profile (i.e., vision, goals, core values and core purpose)

• Mindset EQ Assessment (taken at the start and end of your program)

• Language EQ Assessment (used throughout your program)

 

Who should attend? Any advisor wishing to reach the pinnacle of personal and professional growth.

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“The day after your program I met with a $2.5M prospect. In that one meeting the prospect said to me, “We want to work with you.” The paperwork was signed right there! I am having one of my best years and feel that my toolbox is more complete as a result of the lessons being learned.”

– Senior Vice President, Wealth Management Advisor