Michelle's Financial Advisor Training Sessions
Michelle's FACTs
Financial Advisor Coaching & Training Sessions
Me-Management
Want to learn how Michelle walked away from 1400 clients and started over from scratch and still made multiple 6 figures in the first 12 months, while honoring her non-compete? This is the course you need. This course is great for newbies and experienced advisors.
Prospect Meeting Kit
Want to have an easy to grab kit? During this training, Michelle will teach you what you need to have prepared the first time a prospect meets with you. You'll receive everything in a word document form so you can submit to your firm's compliance department. Simple grab and go.
DGC Game
This is literally a GAME Changer for your practice. With the purchase of this training, you will receive the DGC Game. When your game arrives, you'll want to watch the training video and begin using right away. This will differentiate you from your competitors.
Gifts That Get Results
Giving gifts to clients or referral sources can be a struggle. A gift card is nice, but does it really make you stand out? Do they remember it once it's spent? No! So what can you give that adds value and helps your practice? Take this training to learn what to give and what to avoid giving.
Building an Advisory Board
Have you been told to build a relationship with a CPA? An Estate Attorney? Of course you have! You do need those professions to help you look good. How many referrals have they given to you? Want to learn some techniques that actually work when working with other professionals? Take this course.
Scripts Galore
Do you ever struggle with what to say? This training program is filled with scripts. Starting from key words to use in conversations that make people want to meet with you, to asking for referrals and getting results, to how to help clients make decisions faster.