
Accelerate New Advisor's success with modern selling techniques inside the ...
NEW ADVISOR BOOTCAMP
Attracting and retaining new financial advisors should not be this hard.
Break the turnover cycle by investing in your future financial advisors with our proven training and innovative methods.
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Real Talk: ONLY 16% OF NEW FINANCIAL ADVISORS WILL LAST IN THE ROLE FOR MORE THAN 4 YEARS. THAT MEANS…

You are spending hours away from your family, training new advisors that statistically will not make it.

Your best advisors will still leave because an unpredictable commission model is not sustainable for them.

Your compensation is tied to the production of untrained, new advisors.
Staying the same is not an option. Outdated methods are failing your new advisors and, ultimately, YOU! Here’s why:
THERE IS NOT ENOUGH TIME.
- Recruiting & selecting
- On-boarding & training
- Developing future advisors
- Attending joint appointments
- Adding value to your more senior advisors
- Focusing on your own production
You become your own worst enemy when you try to do it all. Spreading yourself too thin takes away from giving 100% of yourself fully to any one thing. Training new advisors and progressing your own career begins to fall by the wayside.
THE INDUSTRY’S SALES PRACTICES ARE OLD SCHOOL.
Let us take a guess. When you started, you were trained to disturb and create pain, to give your services and intellect away for free, and then focus on pitching product features to generate income. In turn, this is how new recruits are trained.
Unfortunately, this rarely creates consistent revenue. Even if a new financial advisor can use this method for success in the short term, they will eventually burn out and seek new roles with an easier path forward.
THERE IS A GENERATIONAL DISCONNECT BETWEEN NEW AND SENIOR ADVISORS.
When overworked sales managers are left to train each new hire individually, each new advisor’s experience becomes disjointed and utterly different from one another’s.
Rushed training leads to a breakdown of confidence in the field, with new financial advisors feeling more like robots than people. Suddenly, these advisors realize that their worst fear has come true – they do not know enough.