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The world’s top advisors are not the world’s best sales people; they are the world’s best entrepreneurs
Master the 8 Best Practices of High-Performing Advisors™

The 8 Best Practices of High-Performing Advisors™ is a complete practice management program for your Financial Consultants. We’ve graduated nearly a hundred brokers who have increased their productivity and are actively building their business. The program is for advisors who want to:

  • Make more money
  • Have more control over their time
  • Have more fun
  • Create long-term security

The 8 Best Practices focuses on four essential systems.

  • Business management, to help producers move from being reactive to being proactive
  • Marketing, to develop a marketing plan, building internal and external marketing muscle
  • Relationship management, to maximize the profitability of each client relationship
  • Resource management, to optimize business efficiencies and do more in less time

Motivational seminars can get your producers energized, but they often don’t live up to promises, because attendees don’t take action on what they learn. What makes the 8 Best Practices different is the fact that it is a proven yearlong program, consisting of four practical workshops supplemented by monthly one-on-one coaching.

The 8 Best Practices program was developed by studying hundreds of high-performing advisors to understand the behaviors that help them be successful. The curriculum distills those behaviors down into eight actionable best practices. Financial Consultants who successfully complete the program typically see their production increase 50% to 200%, with the greatest gains occurring after 12 to 18 months.

This program is provided to RBC Correspondent Services member firms. Click here to receive a PDF describing The 8 Best Practices of High-Performing Advisors™ program in more detail.