Leverage Forum Level Status
Leverage who you are and what you can do to become a forum level rep.
Become a Forum Level Rep
Get your clients to quadruple their savings with you.
Get your clients to quadruple their savings with you.
What causes people to be successful? It’s not one thing. It’s a thousand little decisions.
Elite Production: Be in the Top 1% of Financial Advisors: Part 1
Elite Production: Be in the Top 1% of Financial Advisors: Part 2
What is Become a Forum Level Rep?
You were born a forum level rep, you just haven’t realized it yet. Most reps only capture 1% of their clients’ income into premium. They don’t actually capture the dollars. If they just worked with the same people, the same meetings and they actually captured the dollars, they’d be a forum level rep. Most forum level reps that get to forum can’t explain how they got there. The problem is how they stay at forum level status is often by building an investment empire. But, how did they get there in the first place? It was by getting people to save money out of their own income.
How Become a Forum Level Rep Will Change Your Life
Build Focus and Boundaries
Discover how you’re going to focus yourself and enforce boundaries to allow success to come to you.
Live Out the Forum Life
Show your value to the world and learn how to feel worthy of success for yourself.
Get Your Clients to Quadruple Their Savings With You
Leverage the client experience by ensuring clients understand your value, letting the clients experience your success, and by sharing your unique gifts with the clients.
Be Curious with Your Clients
Live out curiosity with your clients by overcoming being defensive, establishing that the world is grey, and by listening to understand vs. listening to respond.
Establish Your True Worth
We'll show you how to establish your true worth so you can live out the forum life.
HOW IS RULE THE ROOM DIFFERENT THAN OTHER COACHING PROGRAMS?
If you've ever done a training course before then you know that it's generally 1 person giving you the tips and tricks that has worked best for them. Well, truth of the matter is, that there are 4 types of sales people. Performers, Inspirers, Engergizers, and Fascinators. Not sure which you are? No problem, we'll help you discover that. But the fact is that you are one of them, you just may not know which. Rule the Room has 1 leading industry professional from each of the 4 sales personalities teaching every course so you know how to apply our tips and tricks in a style you're comfortable with.
Our Speakers
Access to these advisors would cost you well over $5000 a day in consulting fees,
and you get them for 2 full days.
Karl Dettmann
Matt Heckmann
John Adams
Chris Koon
Featuring Guest Speaker
Rebecca Bast
Part 1
8 Hours of Life Changing Content
You’ll learn how to:
Session #1: Leverage Your Focus
o Stay focused outside of work
o Stay focused at work
o Leverage others to stay focused
Session #3: Leverage the Client Experience
o Ensure clients understand your value
o Let the clients experience your success
o Share your unique gifts with clients
Session #5: Leverage Your Staff
o Empower your staff to take things off your plate
o Inspect delegated tasks to ensure exceeded expectations
o Fix minor issues before they become a big problem
Session #7: Practice for Your Certification Test
Session #2: Leverage Your Boundaries
o Identify forum-level boundaries
o Recognize boundaries where you fall short
o Enforce forum-level boundaries in your life
Session #4: Leverage Your Prospecting with Clients
o Get your advocates in place
o Expect highly tee’d up introductions
o Reap the reward of your new prospects
Session #6: Leverage Your Office
o Leverage leadership
o Leverage in-house staff
o Leverage joint-work both wayss
Part 2
8 More Hours of Improving your Business
You’ll learn how to:
Session #8: Live Out Your True Worth
o Identify how valuable you really are
o Accept how valuable you really are
o Bring that value to the rest of the world
Session #10: Live Your Authenticity
o Assess who you are
o Put yourself out there
o Go big
Session #12: Live Out Your Own Savings Values
o Save radically in your own life
o Get buy-in for radical saving from your clients
o Perpetuate radical saving beyond the client meeting
Session #14: Prepare for Your Certification Test
Session #9: Live Out Curiosity
o Overcome being defensive
o Establish that the world is grey
o Listen to understand vs. listen to respond
Session #11: Live Out Giving First
o Identify your greatest gift for other people
o Live out the people you serve
o Live out how well you serve them
Session #13: Live Out Accepting Lots of Money
o Feel your clients are worthy or success
o Feel worthy of success for yourself
o Be truly open to receiving
Here is what Attendees are saying from our last Rule the Room Financial live event Build & Manage Your Team…
You Have to Take Action To Get Results...
Click on the "Add To Cart" button, go to the shopping cart on the top right of the screen, fill out the form on the next page, and once the confirmation arrives in your inbox book your flight and hotel reservations. We're excited to see you!
Get your clients to quadruple their savings with you.
What causes people to be successful? It’s not one thing. It’s a thousand little decisions.
Elite Production: Be in the Top 1% of Financial Advisors: Part 1
Elite Production: Be in the Top 1% of Financial Advisors: Part 2
4
Speakers
100
Financial Advisers
14
Hours of Content
1
Great Time