The Lab is Open
A lab is a place to challenge what you think you know through experimenting, discovering and learning. It is in this spirit that we offer online courses to help financial advisors build Serious Shift into their practices. These courses will provide the tools for finding relevant and meaningful opportunities to create SERIOUS SHIFT by uncovering TRACTION POINTS required for a strong and more competitive business, one that is experience-driven for clients and prospects.
Serious Shift: Practice Fundamentals
A well-run and healthy business begins with a solid foundation. This course helps you adjust to the evolving demands of our industry by examining the root causes of constraints so that you can SHIFT your business to increase profitability, enhance client loyalty, generate more referrals and be easier to manage. You will be guided to assess the core areas of your business in terms of finances, marketing, operations and human resources, and converting the results into actionable steps.
Serious Shift in Action: Level 1
The client experience profoundly influences the growth of your business and impacts every operational aspect. This course examines the client pipeline, from onboarding through to lifetime referral advocates, with the goal towards SHIFTING your approach by uncovering traction points and developing processes. The uniqueness of the client experience is defined by your business purpose and intention. Strategies include the onboarding process, client segmentation, review meetings, differentiation and experience design.
Two critical success factors impact a thriving financial services business. First: maximize revenue by retaining clients. Second: reduce the cost of developing business by being highly referable. To be successful in these two areas, you must shift the expectations clients have in the financial professional they choose. Clients increasingly expect higher levels of relevance and personalization in the EXPERIENCE of financial advice. Human Experience Design will give your business the edge it needs to thrive.
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