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Marketing, Sales & Training
We are committed to arming you with the tools you need to succeed in this new world of financial services. Equally importantly, we are committed to making sure these tools comply with the highest levels of regulatory requirements. When you make a commitment to Advisors Excel, here are some of the resources you will receive:
The training has allowed me to finally systematize my business. I've seen a dramatic increase in production, the way my office is run and the way my clients see me as their Total Advisor.
- Bill Smith and Chad Slagle’s complete seminar system
- Pre-workshop qualifying call scripts
- “The Financial Path to Prosperity” PowerPoint presentation, script and handouts
- Bill Smith and Chad Slagle conducting a live seminar on DVD
- Detailed appointment setting process
- Appointment package and confidential questionnaire
- “Trusted Advisor” Appointment Process
- Protocol for 1st and 2nd appointment process on DVD
- Role-playing of 1st and 2nd appointment on DVD
- 1st and 2nd appointment process scripts
- Monthly “In the Trenches” business building calls led by Bill Smith and Chad Slagle
- Monthly “Sharpening the Saw” Newsletter containing sales ideas, updated documents and tools being used by Bill Smith and Chad Slagle
- Centralized access to all Complete Advisor Bootcamp resources on www.my.advisorsexcel.com
- Economic “Thought of the Week”
- Monthly and quarterly market review publications
- Monthly “Financial Outlook” calls with an industry-leading money manager
- Dedicated “VP of Marketing” to help coach you through the entire process
- Hands-on case support and access to the portfolio management team
