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Next Level Membership

Become a Next Level Member today and elevate your business to new heights! With over 7 hours of content and 80+ downloads, the Next Level Membership is the most comprehensive online training for financial advisors. Don't miss out on this opportunity to take your business to the next level!

 

What you'll get:

  • Instructional Training from Professional Coaches Specializing In Your Industry
  • Over 7 hours of video training
  • 80+ Downloadable Resources
  • Access To The Private Group of People Just Like You
  • Input On New Content Based On Your Needs!!!
  • Month to Month Full Access to Existing Content and ALL NEW CONTENT

 

What's Inside The Membership:

  1. Mindset

    1. Walk The Talk
    2. 3 Roles
    3. Evolution of Your Role
    4. Pre-Game Rituals
    5. Conflict Avoidance

  2. Business Process

    1. Creating and Refining Your Process
    2. New Client Process
    3. Existing Client Process
    4. Power of Checklists
    5. Creating a Workflow
    6. The Sales Cycle

  3. Business Numbers

    1. Terminology
    2. Goals
    3. Lead vs. Lag Indicators
    4. Why Track Numbers

  4. Hiring

    1. Mindset
    2. Needs Based
    3. Creating an Avatar
    4. ROI
    5. Interview Skills

  5. Delegation

    1. Intro
    2. Framework
    3. 4 Stages of Delegation

  6. Meetings

    1. Purpose of Meetings
    2. Picking Your Meetings
    3. Check In Meetings
    4. Strategy Meetings
    5. Development Meetings

  7. Business Financials

    1. Cash Flow
    2. Revenue Streams
    3. Forecasting Inventory
    4. Accounts
    5. P&L Statements

  8. Self Development

    1. Building a Plan
    2. Designations/Certifications/Awards
    3. Reading
    4. Journaling
    5. Awareness and Reflection
    6. Physical and Mental Health

  9. Mind Mapping

    1. Intro
    2. What is a Mind Map
    3. How do You Mind Map
    4. Methods of Mapping

  10. Feedback

    1. Mindset
    2. Frequency
    3. Balancing Feedback
    4. Giving Feedback Framework
    5. Receiving Feedback Framework

  11. (We are currently building 3 additional trainings to release in the next 2 months)

    1. Language
    2. Market
    3. Taking Action

  12. All Future Courses are built based off of your needs.