Upcoming Events.
Workshop | Branch Team Building
Branch Team Building & Communication
With all of the changes and all of the new options of how to build a team, it’s never been more important to have open communication to be sure that clients are cared for and expectations are clear.
In two hours, we outline the five keys that strong teams possess - vision, goal setting, communication, processes, and action plan. We will also facilitate a fun activity that enhances strong communication skills and help to diffuse or expose why there may be some bumps in the road.
Cost: $330
Workshop | How to Ask for Referrals
As Financial Advisors, you hear “ask your clients or centers of influence for referrals” or you may hear fellow Financial Advisors say “I’ve built my business on referrals”, but have you ever wondered HOW?
We’re here to help!
Everyone is different which means what works for one person might not work for you - or it might! In this two-hour workshop, we’ll explore creative tactics that will help you confidently ask for referrals by sharing your story. No, we won’t suggest that you knock on doors or canvas the neighborhood with your business cards - we’re going to have more relationship-building action items for you that you’ll be excited to try!
Cost: $330
Workshop | Glide to 5 (Edward Jones ONLY)
We were asked if we coach differently for different Edward Jones Levels and the answer is: No and Yes. Our Personal Branding Process is the same - but, we understand that Financial Advisors have different needs and capabilities as they become more experienced.
With that in mind, we created strategies that help so many of our clients “glide” their way from Level 3 to Level 5 in a very short period of time. Whether it’s by focusing on assets or commissions, we are going to walk you through actionable steps that have helped Financial Advisors navigating this pivotal period.
Cost: $330
Niche Network Call
Join us on the first Wednesday of each month at 2 pm ET when we talk about various practice management topics such as: asset gathering strategies, office aesthetics, communication styles, filling your funnel, and identifying your ideal client.
Register for this month and any subsequent month by following the link here.
Niche Network Call
Join us on the first Wednesday of each month at 2 pm ET when we talk about various practice management topics such as: asset gathering strategies, office aesthetics, communication styles, filling your funnel, and identifying your ideal client.
Register for this month and any subsequent month by following the link here.
Niche Network Call
Join us on the first Wednesday of each month at 2 pm ET when we talk about various practice management topics such as: asset gathering strategies, office aesthetics, communication styles, filling your funnel, and identifying your ideal client.
Register for this month and any subsequent month by following the link here.
Niche Network Call
Join us on the first Wednesday of each month at 2 pm ET when we talk about various practice management topics such as: asset gathering strategies, office aesthetics, communication styles, filling your funnel, and identifying your ideal client.
Register for this month and any subsequent month by following the link here.
Niche Network Call
Join us on the first Wednesday of each month at 2 pm ET when we talk about various practice management topics such as: asset gathering strategies, office aesthetics, communication styles, filling your funnel, and identifying your ideal client.
Register for this month and any subsequent month by following the link here.
Niche Network Call
Join us on the first Wednesday of each month at 2 pm ET when we talk about various practice management topics such as: asset gathering strategies, office aesthetics, communication styles, filling your funnel, and identifying your ideal client.
Register for this month and any subsequent month by following the link here.
Niche Network Call
Join us on the first Wednesday of each month at 2 pm ET when we talk about various practice management topics such as: asset gathering strategies, office aesthetics, communication styles, filling your funnel, and identifying your ideal client.
Register for this month and any subsequent month by following the link here.
Niche Network Call
Join us on the first Wednesday of each month at 2 pm ET when we talk about various practice management topics such as: asset gathering strategies, office aesthetics, communication styles, filling your funnel, and identifying your ideal client.
Register for this month and any subsequent month by following the link here.
Niche Network Call
Join us on the first Wednesday of each month at 2 pm ET when we talk about various practice management topics such as: asset gathering strategies, office aesthetics, communication styles, filling your funnel, and identifying your ideal client.
Register for this month and any subsequent month by following the link here.
Niche Network Call
Join us on the first Wednesday of each month at 2 pm ET when we talk about various practice management topics such as: asset gathering strategies, office aesthetics, communication styles, filling your funnel, and identifying your ideal client.
Register for this month and any subsequent month by following the link here.
Niche Network Call
Join us on the first Wednesday of each month at 2 pm ET when we talk about various practice management topics such as: asset gathering strategies, office aesthetics, communication styles, filling your funnel, and identifying your ideal client.
Register for this month and any subsequent month by following the link here.
Speaking | 2023 Evolution Kickoff Event
Sponsored by Prudential, Jill will be speaking to a group of 40 Financial Advisors about the importance of Personal Branding.
Team Building Workshop
Spend two hours with your team discussing:
the importance of goal setting
personality types and how they work together (or could be potentially challenging)
and how success depends upon repeatable processes and communication
$100 per office.
Contact Kait Nelson to register: kaitlyn@niche-team.com.
Niche Network Call
Join us via Zoom as we chat about trending topics and helpful business tips for approximately 30 mins.
There is always a Q & A to follow and it is completely free!
Register by clicking HERE
Social Media Workshop
In two hours, we’ll cover the: Who, What, Where, When, Why, & How of Social Media.
We keep it simple so that the process becomes repeatable in your office.
$100 per office.
Contact Kait Nelson to register: kaitlyn@niche-team.com.
Team Building Workshop
Spend two hours with your team discussing:
the importance of goal setting
personality types and how they work together (or could be potentially challenging)
and how success depends upon repeatable processes and communication
$100 per office.
Contact Kait Nelson to register: kaitlyn@niche-team.com.
Niche Network Call
Join us via Zoom as we chat about trending topics and helpful business tips for approximately 30 mins.
There is always a Q & A to follow and it is completely free!
Register by clicking HERE
Social Media Workshop
In two hours, we’ll cover the: Who, What, Where, When, Why, & How of Social Media.
We keep it simple so that the process becomes repeatable in your office.
$100 per office.
Contact Kait Nelson to register: kaitlyn@niche-team.com.
Team Building Workshop
Spend two hours with your team discussing:
the importance of goal setting
personality types and how they work together (or could be potentially challenging)
and how success depends upon repeatable processes and communication
$100 per office.
Contact Kait Nelson to register: kaitlyn@niche-team.com.
Niche Network Call
Join us via Zoom as we chat about trending topics and helpful business tips for approximately 30 mins.
There is always a Q & A to follow and it is completely free!
Register by clicking HERE
Social Media Workshop
In two hours, we’ll cover the: Who, What, Where, When, Why, & How of Social Media.
We keep it simple so that the process becomes repeatable in your office.
$100 per office.
Contact Kait Nelson to register: kaitlyn@niche-team.com.
Team Building Workshop
Spend two hours with your team discussing:
the importance of goal setting
personality types and how they work together (or could be potentially challenging)
and how success depends upon repeatable processes and communication
$100 per office.
Contact Kait Nelson to register: kaitlyn@niche-team.com.
Social Media Workshop
In two hours, we’ll cover the: Who, What, Where, When, Why, & How of Social Media.
We keep it simple so that the process becomes repeatable in your office.
$100 per office.
Contact Kait Nelson to register: kaitlyn@niche-team.com.
Team Building Workshop
Spend two hours with your team discussing:
the importance of goal setting
personality types and how they work together (or could be potentially challenging)
and how success depends upon repeatable processes and communication
$100 per office.
Contact Kait Nelson to register: kaitlyn@niche-team.com.
Social Media Workshop
In two hours, we’ll cover the: Who, What, Where, When, Why, & How of Social Media.
We keep it simple so that the process becomes repeatable in your office.
$100 per office.
Contact Kait Nelson to register: kaitlyn@niche-team.com.
Team Building Workshop
Spend two hours with your team discussing:
the importance of goal setting
personality types and how they work together (or could be potentially challenging)
and how success depends upon repeatable processes and communication
$100 per office.
Contact Kait Nelson to register: kaitlyn@niche-team.com.
Social Media Workshop
In two hours, we’ll cover the: Who, What, Where, When, Why, & How of Social Media.
We keep it simple so that the process becomes repeatable in your office.
$100 per office.
Contact Kait Nelson to register: kaitlyn@niche-team.com.