Group Coaching

Six Progressive Group Training Programs 

Practice Builders offers a set of 6 Group Teleseminar Programs for independent financial advisors. Each course represents one step toward business and marketing mastery. Enrollment in our comprehensive series of progressive programs is quite challenging and requires a sincere commitment to your future. 

We have adopted and blended different types of learning methods to appeal to various learning styles and to advance our clients up the learning curve as quickly as possible.

We have developed a sequential series of programs that progressively help clients build the specific skills, acquire the right knowledge and develop the needed mindset to sustain a remarkable practice that results in personal fulfillment. All six of these group programs are consecutive and integrated training modules. It is required that you complete one course before enrolling in the next program. We help you to find your entry point.

Most other training programs only offer a few limited principles and then stop. Not us. Practice Builders offers longer-term continuity. We are designed to take ambitious financial advisors and planners through the entire growth process from beginning to end, from the basics to mastery.

General Benefits & Results of Group Teleseminar Programs 

• Increase your business revenue and personal income
• Feel reassured about business decisions, plans and actions
• Learn faster
• Enjoy participating in a supportive learning environment
• Feel more enthusiastic and energized
• Decrease your stress and frustration
• Learn from the experiences of other group members

Achieve the Visibility & Recognition that You Deserve. 

Most Group Teleseminar Programs Include: 

• Teleseminar group sessions
• Private VIP individual coaching sessions
• Q & A teleseminar sessions
• Guest Expert presentations
• Online membership community communication forum
• Audio Recordings of each all sessions

Advisors learn how to build their practices one step and one stage at a time. They start off as a Novice. If clients have successfully practiced the steps outlined in the Success Cycle through membership in a number of programs, then they advance to Competence. If they successfully lift-off their practice toward their dream, then they achieve Mastery.  At Practice Builders, our progressive series of group programs are designed to help you reach Mastery and your ideal practice within about 3 years. 

If You Want to Move Fast, Enroll in Our Group Programs. 

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Group Program #1 – Branders  

Who This Program Is For: 

Our  Branders group teleseminar program is our introductory and entry level course for financial planners who have little training or experience in branding, marketing and business building. A participant in this intensive one-month course may have developed some basic marketing skills, but he or she has not yet created a brand identity nor implemented a strategic marketing plan for their own firms. This is the first learning step that most advisors need to take in order to enter into our series of 6 progressive programs.

Participant Outcomes and Benefits: 

• Develop fresh perspective on your business and target market
• Discover what you want out of your business
• Learn about the power of specialization
• Develop your company brand name and slogan
• Decide upon your specialty services
• Decide upon your specialized target market
• Distinguish between different types of marketing methods
• Learn about the different types of marketing collateral and how to use them
• Get inspired to develop and follow a marketing plan

Please download further details on the Branders program here.

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Group Program #2 – Builders 

Who This Program Is For: 

Our Builders group is designed for participants who have acquired general knowledge about branding and marketing, however they have not yet fully committed to a branded identity and they don’t know how to actually implement marketing methods. During this educational program, participants receive more detailed information about individual marketing approaches and learn specifically how to market in a step-by-step manner. This is a strategic “nuts and bolts” experience in which members learn specific marketing skills and approaches to follow.

Participant Outcomes and Benefits: 

• Commit to a company brand identity and image
• Learn how to develop strong bonds with your clients
• Learn how to build consistent referrals systems
• Learn how to develop effective networking systems
• Learn how to hold events that attract and retain new and old clients
• Learn how to conduct seminars filled with pre-qualified prospects
• Learn how to communicate consistently, effectively and systematically with clients, prospects and professional referral sources
• Evaluate your office environment and procedures
• Set your preliminary goals
• Select and develop your marketing methods

Become a Rain Maker to Ignite Your Business Growth.    

Please download further details on the Builders program here.

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Group Program #3 – Launchers  

Who This Program Is For: 

Our Launchers course is designed for financial advisors who have acquired intermediate knowledge about marketing methods but have not yet developed a strategic plan to follow nor actively implemented their marketing methods.

They are branded and getting ready to launch an integrated set of marketing activities. The goal of this program is to begin to roll-out a coordinated marketing campaign.

Participant Outcomes and Benefits: 

• Begin to develop positive attitudes toward branding and marketing
• Learn the benefits of leveraging systems and staff in your practice
• Calculate your prospecting needs
• Learn effective sales approaches that convert more prospects into clients
• Gain more excitement and comfort with referrals, networks and events
• Learn how to implement advanced marketing methods
• Develop a strategic marketing plan with a timetable
• Learn more about your personal work style

You Know How to Serve Clients. 

Now Learn How to Attract  More Highly Qualified Prospects into Your Practice.  

Please download further details on the Launchers program here. 

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Group Program #4 – Climbers 

Who This Program Is For: 

The Climbers course is designed for members who have already launched their marketing strategies. This is the full-blown action phase when all they have learned is actively put into practice.

They are in action mode, publicly prospecting, inquiring and reaching out to gain visibility and positioning. This is a testing and growth phase where you begin to feel accelerated progress.

Participant Outcomes and Benefits: 

• Understand what your business really is
• Become aware of how you are projecting yourself outward
• Develop your business and personal goals
• Prepare to transform
• Learn how to track progress for return on investment
• Make a full commitment to market and change
• Learn how specialization and discipline are interdependent
• Set priorities and make tough decisions
• Discover internet marketing and social media
• Take control of your behavior and productivity
• Uncover your own personal financial situation
• Develop your long-term life vision

You May Know What to Do. 

But How Are You Going to Overcome Your Hesitations and Passivity?   

Please download further details on the Climbers program here. 

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Group Program #5 – Transformers

Who This Program Is For: 

Our Transformers group program is the experimental phase in which members learn to refine their approaches and activities. This is the stage when participants find out what works best for them and their target market.

They develop their own “style” and become more comfortable in marketing and sales situations.

Participant Outcomes and Benefits: 

• Learn how to respond to the unexpected
• Learn how to measure your efforts and results
• Get the big picture of your integrated marketing activities
• Overcome entrenched mental and emotional barriers
• Begin to live a more integrated and balanced life
• Discover the true value of your business

Please download further details on the Transformers program here.

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Group Program #6 – Masters 

Who This Program Is For: 

At this highest Masters stage of action learning, members are producing more revenues within their specialties and right on-course with their vision for their business and personal lives.

Participant Outcomes and Benefits: 

• Leverage the group community for feedback and fresh ideas
• Learn from others engaged in similar endeavors
• Step into your success and achievements with pride
• Develop positive attitudes and enjoy life more
• Create lasting friendships with an elite group of disciplined and successful entrepreneurs

 Please download further details on the Masters program here.

Practice Builders has the content to deliver and the procedures to follow. 

You have to roll-up your sleeves and go to work to build your ideal practice. 

Revel made the difference for me in developing and implementing my marketing plan. With his guidance and encouragement I now have a substantial marketing plan, designed just for me. He helped me transition from a cold marketing process to a personal professional system that is generating introductions to my target market from clients and professionals. He made a difference for me as I know he will for others.

Craig Childress CFP®, ChFC, CLU

Lake Oswego, OR

www.craigchildress.com

Contact Us Today to Inquire about the Group Program for You!