Financial Service Sales Coaching

Financial Services Keynote Speaker and Sales Coach

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The Global Team

• Anthony Morris - South Africa
• Nigel Risner - United Kingdom
• Keith Abraham - Australia
• Stef du Plessis - South Africa

Training, Coaching & Consulting

• Positioning sales coaching/training fees
• PracticeBuilder 1 year Coach Program
• Pre-Course Coaching Checklist
• Intermediary Intensive Care 3 Day Course
• Fee-Based Financial Planning 2 Day course
• 90 Day Starter Program
• The MasterMind Program
• Trusted Advisor 1 Year Bank Coach Program
• Delegate Support
• Venue Requirements
• What is a consultant?
• Sample Consulting Project Proposal
• Towards a culture of self-investment
• For associations
• For other speakers, trainers, coaches and consultants
• Terms & conditions of business

E-Guides and Coaching Tools

• Top producer forum
• Making money today –17 techniques to open new relationships and close more sales before bedtime
• Closing remarks – a step-by-step guide to getting decisions made across the table today
• Rivers of referrals – how to open and maintain a “lead generating factory” in your financial advice business
• 101 power questions – exactly what to say to direct client thinking
• Professional assistant productivity project – get back free time tomorrow by resigning as general manager today
• Sizzling Sales Ideas Shootout – enter today and learn from the world’s biggest producers in financial services
• Lunch & learn – the complete worksite marketing kit
• Seminar selling – the ultimate system to sell to groups from 5-500
• The niche marketer’s toolkit
• A guide to client testimonials
• Practice management tactics – 25 simple steps to turbo-charge your productivity & income every week
• Brains & bytes – breakthrough results for the digitally-impaired
• The client communication toolkit – keep-in-touch systems to put your income on auto-pilot before the end of this month
• Marketing magic – the end of cold calling for life
• Build your brand in 180 minutes
• The dos and don’ts of personal marketing for financial advisers in working with accountants & solicitors

The PracticeBuilderZone

• The PracticeBuilderZone

For revolutionary business training, success coaching or management consulting, book popular international keynote speaker Anthony Morris.