Training

Training for all levels of practice management

• Train-the-trainer programs for the One Card System featuring all aspects of the complete system
• Direct training for Reps/advisors on the value and implementation of the OCS
• Management through the One Card System

 

Field Management Training

Complete field training and support, including classroom facilitation, videotaped lectures, and customized presentations for corporate gatherings of all sizes. Presentations are available in areas of primary interest to field management, including:

 

• The psychology of a successful career in financial services
• Train-the-trainer programs
• The psychology of planning and goal setting
• The value and implementation of the One Card System
• The psychology of selling
• The psychology of attraction and the creation of trusting business relationships
• The psychology of successful recruiting and selection
• Successful training and supervision
• Successful management of stress in business
• Facilitation of agency Client Builder meetings