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Title: Why Many of Your Advisors Will Struggle to Meet Their Goals in 2017: Succeeding in the Post-DOL Environment
Presented By: Anthony Cole Training Group
Date: Wednesday, November 9, 2016
Time: 2:00 PM - 3:00 PM EDT
Transition will be the key as we move into the post-DOL environment with new processes in place to ensure that clients are receiving the right recommendation for products and services. We know what the regulations say, but will your advisors be able to make the leap? Are they coachable, trainable and do they have the most important component, the ‘figure-it-out factor”? How skilled and comfortable will they be at asking all the necessary questions of their clients? There are often self-limiting obstacles that prevent advisors from performing as they should and delivering the results your bank or credit union needs. Knowing how to identify those obstacles and coach your advisors through them is your key to achieving your sales team’s revenue goals, especially in the post DOL environment.
Tony Cole, nationally recognized sales expert for the financial industry, will show you how to identify the crucial elements and sales competencies that impact sales. You’ll be armed with the tools you need to bring out the best in your advisors.
In this session, you'll learn how to: