Expand Your Business Plan
Expand your professional development by beginning with the end in mind.
Build Your Ark 2017
Practice Management – It’s Time to Gain Control of your Business.
Practice Management: It's Time to Gain Control of Your Business
Learn the art of building the elements you need to ensure all the critical pieces are in order every step of the sales process.
Build Your Ark: Practice Management for Advisors: Part One
Build Your Ark: Practice Management for Advisors: Part Two
What is Build Your Ark?
When you’re new in the business, you’re given the ark. You’re given the framework. Now, it’s time for you to build your own ark. Successful practice management gives you the ability to have your business run itself even if you’re not there. The other programs teach you what to do with capacity. This programs teaches you how to increase the capacity. It’s about you and your business. What the general agency provides for you hits its limits pretty fast. This program will start to unleash the limitless possibilities of this business. When you’re leveraging the agency’s staff, the leash is a lot shorter. This program will make the leash a lot longer. You’re going to be greatly increasing your capacity for success.
How Build Your Ark Will Change Your Life
Establish Accountability
Discover how to set up accountability for your accountability items to ensure follow-thru for your to-do’s deadlines.
Establish Financial Control
Establish healthy financial and time boundaries while you reinvest in your business.
Make Your Client Meetings More Impactful
Be the ripple in your clients' lives to stretch their minds. Have an expected outcome to every meeting and impact clients in a positive light to create change. Learn the art of building all of the key ingredients you need before the sale so that by the time you show up to the fact finder or the close, the pieces are in order.
Create a Staffing Model
Build teamwork through clear position descriptions and learn how to determine whether to hire new staff or leverage the staff you already have. You'll learn when it's time to hire staff and whether you need client or non-client facing staff.
Demystify Marketing Expenses
Figure out what marketing money is being spent where and assess whether it makes sense to continue marketing in that area. Learn to be observant when with people and to gauge when there is an opportunity for growth.
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
Scott Sparks
Part 1
8 Hours of Life Changing Content
You’ll learn how to:
Session #1: Begin With the End in Mind
o Gain clarity around your success
o Zero in on your happiness
o Visualize your freedom
Session #3: Create a Staffing Model
o Determine whether to hire or leverage staff
o Figure out your next couple hires
o Create the position descriptions
Session #5: Make your Client Meetings More Impactful
o Make every meeting count
o Have an expected outcome to every meeting
o Impact clients in a positive light to create change
Session #7: Practice for Your Certification Test
Session #2: Expand Your Professional Development
o Become relevant with industry designations
o Separate yourself with professional self-development
o Rise to the top with personal self-development
Session #4: Be Proactive with Client Management
o Establish a client/year target revenue
o Establish client segmentation
o Get rid of the boat anchor clients
Session #6: Establish Accountability and Follow-Thru
o List out to-do’s and accountability items
o Set up accountability for your accountability items
o Ensure follow-thru for your to-do’s deadlines
Part 2
8 More Hours of Improving your Business
You’ll learn how to:
Session #8: Stop the Bleeding
o Identify where you’re weak enforcing financial boundaries
o Establish healthy financial and time boundaries
o Implement a process to enforce those boundaries.
Session #10: Reinvest in the Business
o Determine percentage of money to reinvest back in your business
o Establish the minimum return on investment
o Hold yourself accountable to reinvesting in the business
Session #13: Maximize Accounting and Bookkeeping
o Make sure you have the right accountant and bookkeeper
o Gain knowledge on the rules of accounting and bookkeeping
o Maximize your accounting and bookkeeping
Session #9: Forecast Revenue
o Identify tangible revenue metrics
o Identify existing sources of revenue
o Forecast future sources of revenue
Session #11 and 12: Demystify Marketing Expenses
o Figure out what marketing money is being spent where
o Determine revenue generated from clients in that area
o Assess whether it makes sense to continue marketing in that area
Session #14: Prepare for Your Certification Test
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!
Practice Management: It's Time to Gain Control of Your Business
Learn the art of building the elements you need to ensure all the critical pieces are in order every step of the sales process.
Build Your Ark: Practice Management for Advisors: Part One
Build Your Ark: Practice Management for Advisors: Part Two
4
Speakers
100
Financial Advisers
14
Hours of Content
1
Great Time