Develop and grow the skills you need for more impactful sales conversations, ultimate efficiency and productivity, and to help your clients to better financial and life outcomes.
I want to have more impactful sales conversations with prospects that turn into long-term and profitable clients.
Learn and master the four conversation skills that will transform how you connect with prospects, resulting in more sales and creating long-term clients.
I want to learn how to include a coaching approach into my financial advice process.
Learn and master the coaching conversation skills to help your clients to better financial and life outcomes.
I want to have more time in my personal Life, get more sticky business and multiply my income.
Learn and master the time, productivity and efficiency secrets every advisor wishes they knew to help them create better business processes.
I want to have more impactful sales conversations with prospects that turn into long-term and profitable clients.
Learn and master the four conversation skills that will transform how you connect with prospects, resulting in more sales and creating long-term clients.
I want to learn how to include a coaching approach into my financial advice process.
Learn and master the coaching conversation skills to help your clients to better financial and life outcomes.
I want to have more time in my personal Life, get more sticky business and multiply my income.
Learn and master the time, productivity and efficiency secrets every advisor wishes they knew to help them create better business processes.
Benefit from both group exploration of the skills we’ll teach you as well as individual coaching and mentoring to help you put those skills into action.
Over six months you will experience :
R18,000 per business coaching journey for an individual advisor / R12,000 per busiess coaching journey per advisor within a practice (minimum 10).
Sign up for one, or sign up for all three and maximize your results!
Financial Advisors, Brokers, Financial Planners or anyone in the financial services industry who would like to develop their ability to have more meaningful conversations and engagements with as well as be able to coach their clients to better financial and life outcomes AND create a sustainable and profitable business at the same time.
You will need to commit to between 1.5 - 3hrs of time per month per Business Coaching & Mentoring Journey.
Because you will get the benefit of...
Yes! You absolutely can.
When you have more meaningful conversations, you transform lives.
Because not only will you get more sales when you have more meaningful conversations, but you will also deepen relationships with your existing clients AND be able to help them to better financial and life outcomes.
Watch Mary J’s presentation on how to coach clients in order to meet financial goals whilst supporting financial planning behaviour. She offers an updated model which combines financial coaching into the globally recognized Six-Step Financial Planning Process.
Why does it feel like my expert advice has little to no impact on my clients because they still make self-defeating choices?
Why has no amount of money, status or recognition been able to scratch the itch that there is something missing in my work?
We’re excited that you’re interested in learning more about how we can help you.
Please reach out and connect with us.
Copyright © 2022 Mary J Fourie All rights Reserved.
Copyright © 2022 Mary J Fourie.
All rights Reserved.
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