Training Programs

Would you like to better understand how to navigate working with your team members? 

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Our team dynamics program will guide you to better understand the personality traits of your team. Our analysis will provide you a complete personality overview of your team and strategies to work more effectively together.  

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Everyone benefits from this program as each member of the team will receive their own personality report as a self awareness tool.  Our analysis will also provide you the leader a personality map of your team that we will review together to help maximize your team performance.

Are you looking to sharpen your managerial coaching skills? Whether you're new or seasoned, our program provides invaluable insights for unlocking your team's potential.

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Coaching with Impact has a keen focus on personal performance and results-driven accountability. Our program aims to foster a culture of responsibility among your team members in order to drive results through a coaching system. The program equips you to better understand your coaching style and discover effective strategies to nurture talent, promoting success and growth within your team.

Empower Your Leaders with EDGE: The Future of Leadership Acceleration in Financial Services. Are you ready to revolutionize the way you onboard new managers, giving them a head start in leadership prowess? Wondering how to arm your emerging or seasoned managers with the cutting-edge strategies used by top financial leaders?

 

Look no further! The key to thriving in today's dynamic financial landscape lies in nurturing your most valuable asset: your leadership team. Through our partner, EDGE, our state-of-the-art digital leadership content, seamlessly integrates with your current leadership development frameworks, offering scalable and tailor-made solutions. Transform your leadership journey with EDGE, where every leader’s potential meets unparalleled growth.

At the heart of managing a top-performing sales team are three critical components: culture, data, and people. True optimization of sales productivity happens when these elements are integrated and interconnected. Success requires ongoing coaching to continually enhance these areas. Our selling philosophy is built on simplicity and effectiveness.

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In sales, there are just four core competencies that drive success:

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1. Effectively covering your territory

2. Identifying suspects and prospects

3. Advancing those suspects and prospects

4. Closing the opportunity

 

Our Thin Slice Sales Training focuses on these four key areas. We deliver "linked, not linear" slices of learning, providing the coaching necessary for mastery. The flexible and customizable nature of our approach ensures that each slice is tailored to drive real results, ultimately increasing sales productivity.

Empowering Advisors and Sales Teams

Our training programs equip financial professionals with the skills needed to excel. From planning and prospecting to time management and selling techniques, we cover all the essentials for success.

 

Inside Sales Team Training
Tailored specifically for financial advisors, our training focuses on practice management to improve performance and efficiency.

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Wholesaler Coaching
Our targeted programs help wholesalers develop key skills to thrive in a competitive market, driving consistent results.

 

Empower your team with the strategies they need to boost productivity and achieve long-term success.