Help Advisors Double Their GDC with Half the Clients in 3 Years or Less!

 

Format for Franchise Consultant's Advisor

  • Monthly 60 Minute Topic Based Webinars
  • Monthly 60 Minute Investment Webinars
  • Live Workshops
  • On-Line Tools
  • Detailed Work Books
  • Buddy System with Group Coaching
  • One-on-One Support
  • Monthly Touches
  • Books, Audio Series, DVD’s

Format for Franchise Consultant's Advisor

  • Bi-Monthly Webinars for Franchise Consultant Best Practices
  • Franchise Consultant Think Tank
  • One-on-One Support
  • Access to "Plug and Play" programs/material

Choose between TWO packages: Plug and Play or Builder

The Plug and Play Package is for Franchise Consultants who want direct access to all of our proven systems, programming, and materials with no assistance in sales and marketing and limited one-on-one interactions.

The Builder Package is for Franchise Consultants looking to grow their number of advisors with direct marketing and sales support for the Franchise Consultant.  Along with the Plug and Play components, The Builder Package is highly customized with tremendous one-on-one support.

 

Dynamic Directions knows the importance of strategic partnerships in business, as such we have aligned ourselves with strategic partners to help us stay up-to-date on coaching methods and trends that will help us empower you to greater success in your business and personal life.

The Lennick Aberman Group (LAG)

The Lennick Aberman Group (LAG) is a performance enhancement consulting firm designed to improve individual, organizational and leadership performance.  LAG works with clients to achieve sustained optimal performance in the areas of: Business, Athletics, Non-Profit, Education, and more...   Based in Minneapolis, LAG features seven full-time partners with executive experience and expertise in psychology, financial services, human resources, coaching and more. LAG enhances the effectiveness of financial planning advice by more explicitly adding the concepts of Behavioral Advice. LAG trains, develops and improves the moral and emotional competencies necessary to deliver superior portfolio performance.

Lennick Aberman Behavioral Advice – We believe Behavioral Advice is a game changer as it relates to working with clients.  Behavioral Finance/Advice has existed for several years, working in conjunction with the field of traditional finance.  In brief, financial advice is based primarily on Nobel Prize-winning, modern portfolio theory. All learnings related to asset allocation, efficient frontier and model portfolios remain important. However, all are based on the premise that investors and consumers make rational decisions without bias and essentially will trade-off decisions based on risk and reward potential.  Behavioral Finance is the psychological angle on this topic. In theory, it's interesting to believe that everyone will behave rationally, but in reality, people frequently behave irrationally. Irrational behaviors are often stimulated by extreme emotions, either positive or negative.

Top 5 Benefits of Behavioral Advice:

1. Training financial advisors to practice Behavioral Advice and deliver it to their clients is the biggest differentiator in the financial services industry today.
2. Helping financial advisors manage their own emotions while helping their clients manage theirs during difficult market conditions will enable them to deliver superior client portfolio performance.
3. Behavioral Advice training not only supports client satisfaction and retention but also impacts advisor satisfaction, retention and performance.
4. Behavioral Advice will not replace financial planning. It will simply increase the effective usage of the financial plan by improving decision-making behavior.
5. Financial advisors who develop their Behavioral Advice competencies will ultimately improve their leadership of staff, associates, clients and themselves.


There will be live workshops facilitated by Lennick Aberman, one on one follow up from one of our Coach/Consultants, and additional group webinars to teach Behavioral Advice.  You can gain access to Lennick Aberman Behavioral Advice by simply adding the Lennick Aberman Behavioral Advice option to any one of the packages we offer (Green, Gold, Platinum, or Black).  The additional investment for the Lennick Aberman program varies depending on which package you choose.

     

To Inquire about becoming an EXTRAordinary Coach with this proven program, simply click here.
 

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