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Choose Your Engagement

Services

We will start with our award winning IQL IMPACT Process that identifies the top three action items based on your priorities. Our goal is to make you better at each interaction with our team. Our process is delivered by experienced financial professionals that will help you develop successful practices using the tools and techniques listed in our program. We deliver our messages via monthly zooms, small group sessions, and private “one on ones” that will focus on role play and presentation skills. Our “Promise Boards” will be utilized to create an agenda to ensure our time together is both efficient and effective. We are dedicated to your improvement and building your practice into a thriving business entity that will create future revenue for you and your family.

Business Meeting

Advisory Package Includes:

Preparation and Setting the Stage

  • Professional biography

  • Define wealth management process – Design and coach on delivery

  • Define sales process – Design and coach on delivery

  • Capacity and activity metrics planning – GROW SHEET

  • Promise Board customization

  • Time and calendar management

  • Prospect kit

  • SMART goal process

  • SWOT analysis

  • Client kit

  • Introduction strategies

  • Wallet Share marketing campaign – Land, sea, and air

  • White Label third party managers (some platform restrictions)

  • Budget and third party leveraging

  • Process presentation – Prospect

  • Broker link strategy – Campaign Design

Marketing – Client Acquisition

  • Client events(s) – Schedule time and content

  • Client review process/presentation

  • Prospect presentation(s) – Niche market target

  • Share of Wallet (SOW) presentation (review)

Sales and or Presentation Strategies

Service and Relationship Management

  • Client service – Commitment

  • Service level standards

  • Client teaching graphics – Customized

  • Event budget and check list

  • Note taking and delegation

  • Service marketing campaign – Passive/Automated

  • Follow up communication – Process driven

  • Role play

  • Objection “tree” and resolution

  • Positioning

  • Lead generation training

Closing and Objection Strategies

  • Select any single topic from the above lists to be completed at a rate of $750 per topic

A La Carte Option(s)

C4G will handle printing for an additional cost to be disclosed prior to ordering materials

and will be drop shipped directly to your home/office.

Printing

Price:

$2400 for 90 Days (That's less than $27 a day)

We will help solve your top 3 IQL topics plus a professional biography. 90 days to help solve 3 priority topics from the above lists.

**Discounts available for corporate inception**

Meeting

Wholesaler Package Includes:

Base 90 Day Package Includes

  • Initial Evaluation & Identifying Key Catalysts

  • Customized 90 Day Development Plan 

  • Weekly Video Conferencing with Peers

  • Weekly Email & Video Communication 

  • Access To Web Site Resources, Videos & Best ideas

  • Additional One On One Time Can Be Scheduled As Needed

Example Of Topics Of Discussion & Training

Sales Cycle & Process Training

  • Professional Biography Construction

  • Designing and Constructing Your Plan

  • Preparation Steps and Diagnosis

  • Business Plan Development, Territory Coverage & Execution

  • Team Member Strategies & Expectations

Setting The Stage

Ask Listen Find

  • Opening Conversation Words & Verbiage Development

  • Setting Up The Close

  • Open-ended Questions & Strategic Note Taking Training

  • Identifying Ideal Opportunity, Client Need or Strategy 

  • Positioning Your Best Solution or Strategy For Impact

Close The Loop

  • Asking For The Business

  • Handling Objections

  • Quantifying The Value Of Your Solution Or Strategies

  • Action Steps To Completion

  • Follow Through  & Exceeding Expectations

  • Next Opportunity & Referral Process 

Communication Planning & Strategy 

  • Promoting & Branding Yourself

  • Seminars, Events & Study Groups

  • Using LinkedIn and Social Media

  • Effective Use Of The Phone & Leaving Messages

  • Effective Email Strategies

  • Select any single topic from the above lists to be completed at a rate of $750 per topic

A La Carte Option(s)

C4G will handle printing for an additional cost to be disclosed prior to ordering materials

and will be drop shipped directly to your home/office.

Printing

Price:

$2400 for 90 Days (That's less than $27 a day)

We will help solve your top 3 IQL topics plus a professional biography. 90 days to help solve 3 priority topics from the above lists.

**Discounts available for corporate inception**

Books

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Authored by Kevin Berwald, CFP®, CLU®, ChFC®, CASL®

Ever wonder how your competition grew their business and keeps kicking your butt when you have an equal or better product or service? You might think putting in more hours and seeing as many potential clients as possible may be the answer because nobody’s gonna outwork you! You might see success until the work-life imbalance kicks in. How about your goals? Are they even rooted in reality and how do you know if you are winning or losing if you can’t quantify your actual potential?

 

I can relate because that was me before I was exposed to and utilized the Six Knowledge Torches in this book that led to the creation of Your Unicorn Client Acquisition Process. 

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Authored by John A. Kailunas II, LUTCF®, FSS®

Regal Investment Advisors isn't generating millions dollars in revenue through luck. It comes through hard work. Or as Regal's CEO John Kailunas II puts it, "Luck is a choice to work hard." Choices and Chances is like a life-changing dinner conversation with a successful financial entrepreneur, except you don't have to scratch notes onto a napkin, because all of his priceless, real-world advice and personal stories are right at your fingertips.
 

No matter where you are in your journey toward success, the steps this book outlines, from mission statement to growth and expansion, will revitalize and challenge the way you think about your business. To succeed in this climate takes innovation, and this is where the narrative begins. Kailunas introduces his innovative approach to the hybrid model, financial services market. 

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