Advisor to Advisor: Specialized individual coaching and consulting services for Financial Advisors and other professionals.
Assessments: questionnaires and testing instruments used for organizational benchmarking, performance coaching and pre-hire evaluations.
Leadership Development: structured programs designed to change behavior and attitudes over the long term, from personal leadership to organizational leadership.
Management Training and Development: intensive training based on a proven, evidence-based model of effective people management.
Productivity Improvement: practical programs for effective time management- how to get things done.
Presentation Skills Training: individualized, hands-on coaching for public speaking and presentation effectiveness.
RainmakerDNA: an expert performance system for financial advisors to become master facilitators of their clients' decision making (close more deals!); a new blended learning experience including the benchmarking CheckUp diagnostic and The Clinic For Financial Advisors.
Strategic Planning: a vision-driven, extensive planning process that focuses on improving long term and short term results.