Reduce Stress & Get More Done: Video Course


Are you stressed out, working too hard, and not making enough money?


The Live Event was a Success! Take the Online Course Now!

$997.00Add to cart

What is Reduce Stress & Get More Done?

Reduce Stress & Get More Done was a 2-day coaching event put on by Rule the Room Financial and is now available online! It's the first course of our year 2 program 'Make it More Efficient' which is specifically designed to help financial advisers better their practice.

Just a few of the takeaways from Reduce Stress & Get More Done

Work Less by Working Smarter

Start saying No and Identify Clients you want to work with.

Take 2 Months of Vacation

Delegate tasks and find revenue producing activities.

Double Your Productivity & Profits

Learn how to work on your business and not in it.

Give Clients Away

The financial adviser industry breeds us to say YES to every opportunity. In this program we'll show you how to work less by working smarter and you'll learn what and who to say No to.

Enjoy some time at the Beach

Train your clients to be self sufficient, discover your ideal schedule, and establish your priorities. We'll walk you step-by-step through the process to eliminate your workload and give you more time for you. Take a 2 month vacation on us!

Cut the Fluff

In Reduce Stress and Get More Done we'll show you exactly what profitable activities you should be working on and what your staff should be handling to double productivity and profits.


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

Part 1

8 Hours of Stress Relieving Content

You’ll learn how to:


Session #1: Detach Yourself from the End Result

  • Identify whose business it is
  • Find safety to detach
  • Look forward to the next “No”

Session #3: Create an Ideal Calendar

  • Establish your priorities
  • Discover an efficient layout
  • Give yourself permission to have an ideal calendar

Session #5: Work on – Not in – Your Business

  • Set scheduled think time
  • Invest in yourself
  • Hire a coach

Session #7: Practice for Your Certification Test

Session #2: Set Meaningful Goals

  • Make your goals your own
  • Create a four day win
  • Layout the path for success

Session #4: Give Clients Away and Prospect Up

  • Identify when it’s time to give clients away
  • Execute your transition plan
  • Prospect up

Session #6: Surround Yourself with Great People

  • Build your army of advocates
  • Find your big thinkers
  • Surround yourself with industry giants

Part 2

8 Hours of Improving Your Business

You’ll learn how to:


Session #8: Solve Your Inefficiencies

  • Identify your business-success process
  • Reduce inefficient activities
  • Maximize your revenue-producing activities

Session #10: Create a Fail-Safe Follow-Up System

  • Follow up on what makes you money now
  • Follow up on what makes you money now
  • Manage your time more efficiently

Session #12: Cut Out the Fluff

  • Identify more profitable activities
  • Minimize less profitable activities
  • Maximize profitable activities

Session #14: Prepare for Your Certification Test

Session #9: Delegate Tasks with Maximum Success

  • Create clarity around the results
  • Identify who is responsible
  • Maximize delegation success

Session #11: Teach Your Clients to be Self-Sufficient

  • Get your clients to value your time
  • Get your staff to handle everything
  • Have resources available to your clients

Session #13: Better Your Process

  • Identify what’s working in your business
  • Explore what’s possible
  • Implement easy solutions

The training at Rule the Room was incredible! The timing couldn't have been better. I was struggling to reduce the stress in my practice and I couldn't see a path out. I knew it was there, I just had to find it. Your course was instrumental in highlighting the path.

Paul Anderson

This program has given me tactical, real techniques that have not only helped me survive but thrive better in this career. It also enabled me to embrace my natural style and find leaders who I can more easily emulate to propel my business further, faster.

Jessica Veitch

Here is what Attendees are saying from the Reduce Stress and Get More Done live event…

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 you'll be on your way to bettering yourself and your business.

Financial Advisors
Hours of Content
Great Time

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