Ted Ridlehuber |
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Ted Ridlehuber takes you beyond the live classroom experience to further detail the strategies of Growing Your Business. This newly released Audio Series focuses on how Financial Advisors become Wealth Management Advisors. Obtaining this knowledge allows Financial Advisors to position themselves to significantly grow their businesses by gathering a larger percentage of their current clients' assets, retaining those assets for a longer period of time, and attracting wealthier clients.
The Growing Your Business Audio Series presents Financial Advisors with a systematic approach to positioning themselves to attract high-net-worth clients and to immediately obtain new business. In addition, it introduces powerful techniques for interviewing, surfacing and communicating complex and sophisticated financial issues to the high-net-worth individual, while also working with the client's other advisors.
As President and CEO, Ted Ridlehuber has established Cannon Financial Institute as the premier training and education firm in the Financial Services industry. Cannon's principle businesses consist of Cannon In-House Training; Cannon Consulting, a fiduciary and investment management consulting practice; the Cannon Schools with annual offerings of over 85 one-week programs; and a variety of customized training programs. Ted is highly involved in the areas of sales training, sales management, coaching financial advisor teams, and consulting investment management firms. His clients include brokerage firms, insurance companies, investment management firms, high-end private banks, and bank wealth management and trust units. In addition to the multi-format training programs he delivers for Cannon clients, Ted is a highly sought-after speaker for both national and regional conferences. Many organizations utilize his talents to deliver critical change agent and organizational reform initiatives in an effort to drive sales, grow revenue and improve client service and satisfaction. Other firms utilize his knowledge and skills by extending his services to their clients with seminars and one-on-one meetings.
Growing Your Business is a part of the Wealth Management Advisor Audio Series which includes both sets (Growing Your Business and 13 Wealth Management Issues- all 14 discs) in a single large binder. Click here for more details.
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13 Wealth Management Issues is a part of the Wealth Management Advisor Audio Series which includes both sets (Growing Your Business and 13 Wealth Management Issues- all 14 discs) in a single large binder.
Program Contents: |
Disc 1 |
Overview of Process to Grow Your Business
A. Working Your Book
B. Attracting New Clients
C. Practice Management Infrastructure
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Disc 2 |
Working Your Book
A. Retaining Clients: "Client Experience"
1. Communication Standards: Establish for each client.
2. Special Events
3. Walking the Walk of Your Branding Message
4. Obtaining Additional Assets from Clients
5. Dealing with Clients with unacceptable ROI
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Disc 3 |
7 Step Investment Interview
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Disc 4 |
Attracting New Clients
A. Creating Opportunities to meet with New Qualified Prospects
1. Identifying qualified suspects
2. Branding Message
3. Prospecting Plan
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Disc 5 |
Attracting New Clients: Capitalize on Opportunities
A. Telephone call to get appointments
B. Interview: Facts, Issues
C. Presentation
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Disc 6 |
Practice Management For A Team
A. Business Plans Development
B. Weekly meetings
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