Build a more predictable pipeline, strengthen sales skills and create daily habits that drive results!
The Advisor Solutions Predictable Pipeline Program
A Six-Month Group Coaching & Implementation Program
$1,500 | 30-Day Money-Back Guarantee
24 weekly group coaching sessions focused on sales skills, pipeline development and building a predictable pipeline for growth
24 weekly group coaching sessions built around implementing the Advisor Solutions OS to strengthening habits, execution and accountablity
An operating system designed to create awareness, action and accountability with the help of Advisor Solutions AI to keep advisors focused and on track
This is where you turn knowing into doing. Weekly group coaching sessions help you apply the system, build productive habits, and stay accountable to follow through!
This is where you build the foundation. You’ll develop the strategies, structure, and sales skills to consistently create a predictable sales pipeline!
This is where you put it all together. Use the Advisor Solutions OS to take daily action, track your progress, build a more predictable, profitable practice!
Advisor Solutions Predictable Pipeline Coaching Program was created to help financial advisors from all channels (wire house, bank and independent) as well as insurance agents from both channels (captive and independent) become more AWARE of their challenges and solutions, generate ACTION that will help improve daily performance that positively affect business outcomes and find ACCOUNTABILITY in a peer setting to get results!
Across the board the advisors and agents that have joined the Advisor Solutions Predictable Pipeline Coaching Program have let us know that they are mastering the difference between working harder and working smarter and are taking their businesses from surviving to thriving!
The Advisor Solutions Predictable Pipeline Program combines three programs for six months:
1. The Advisor Solutions Kick Start Group Coaching Program
2. The Advisor Solutions OS Group Coaching Program
3. The Advisor Solutions OS
Advisors and agents meet online twice a week and have access to the Advisor Solutions OS for six months!
The Advisor Solutions Kick Start Group Coaching Program is designed to utilize various Advisor Solutions tools and techniques to put people into and through the sales pipeline.
1. 24 Group Coaching Sessions over six months
2. 17 Tools and Techniques
3. Role Play and Master Mind
4. Weekly course material
The goal is to focus on each of the 4 Stages of the Sales Pipeline!
The Advisor Solutions Master OS Group Coaching Program is focused on getting the most out of the Advisor Solutions OS. Here is what you get:
1. 24-Weekly Coaching Sessions
2. Full understanding of how the Advisor Solutions OS works
3. Role-playing real-world situations
4. Strategies to unclog your pipeline
The goal is to help you turn using the Advisor Solutions OS into a habit so you can get real success!
The Advisor Solutions Master OS is a tool that you can use to run your business. Here is what you get:
1. Six months of access
2. Structure to your day
3. Structure to handling tasks and interruptions
4. The New Business Strategy List to manage your pipeline
5. The Advisor Solutions AI which analyzes your pipeline
6. A way to uncover clogs in the pipeline
7. A way to determine prospecting patterns
8. The Advisor’s Edge to help you know how what to say
9. A way to overcome objections
10. Gamification to make building a better business fun!
The goal is to help you create a predictable pipeline process!
Each weekly session (in both group coaching programs) is based around the session topic. Advisors will be given a course curriculum which will outline the topic of discussion.
You will learn more about your business than you ever had before!
Advisor Solutions can safely say that you can expect to get out of the program as much if not more than what you put into the program. In other words, you must want to show up to the sessions, read the chapters, bring a question for the group, participate in the discussion and apply the action steps in order to develop lasting habits to build a better business. This material will make a difference in your financial advisory or insurance business!
Each program is designed to increase the advisors/agents ability to make “Effortless Connections” so they can turn prospects into clients with much less effort! You will know if it is working when you feel like you are working smarter and not just harder! In other words, as you start to see results.
Yes! We have a 30-Day Money Back Guarantee from the day you begin group or after the fourth weekly session whichever comes first as long as you show up. So, WE HAVE TAKEN ALL OF THE RISK out of this decision! All you need to do is show up for each of the Kick Start and Advisor Solutions OS Sessions during those first 30-Days.
Click the sign up button below and SIGN UP TODAY! Our groups fill up fast! Space is limited.
It’s okay to be on the fence. You may have some additional questions or simply just want someone to talk to. That’s why we recommend that you set up a time to speak directly with Dan Finley President of Advisor Solutions. Email him at dan@advisorsolutionsinc.com.