Rethinking Retirement Workshops
Advisors Circle has a “turn key” retirement planning workshop titled, “Rethinking Retirement.” The topics of the workshop are: Social Security; IRA and Other Retirement Tax Traps; Long Term Care Solutions; Investments.
Facebook Marketing
We help Advisors attract, close, and multiply clients. We accomplish this in 2 ways: 1) Filling dinner seminars and other events, and… 2) Increasing production and client-acquisition by making the producer into a RECOGNIZED ADVISOR.
One on One Mentoring
Advisors Circle offers private training events, one on one, with a top effective and experienced producer in the field. Our 24/7 mentoring allows us to assist your specific needs. This training can be basic or more complex to prepare you to accommodate your client’s needs. The training may focus on marketing, prospecting, product knowledge, and or enhancing selling skill sets.
CPA Program
Today people are looking to work with a trusted financial professional. The CPA is typically a trusted professional. Referrals from CPA’s could enhance your practice. You are provided an opportunity to host an event for the goal of working with these CPA’s and their clients.
Virtual Assistant
Perhaps you have a need for an assistant? Advisors Circle can provide a virtual assistant to fulfill one or more of the following roles; Contact prospect list to book appointments; Follow up on reservations for an event; Confirm booked appointments, and more!
Federal Benefits Program
Learn how you can plug into a complete Federal Benefit program done for you! Federal employees have the same employer and the same benefits available to them. So, instead of trying to learn 100 different employer‐sponsored plans, a financial professional can learn a single plan inside and out, and be considered the local “go‐to” for this group.
Business Planning Program
Advisors Circle can assist you in discovering the “BLUEPRINT” of your business including your beliefs, actions, values and results. How do these behaviors impact your business and life? Next we help in “DEVELOPING YOUR GAME PLAN.” What are your business commitments? What resources do you need to achieve them?
Mastermind Group Events
Advisors Circle hosts an invitation only master mind event annually, led by a financial coach.
A mastermind group must be mutually beneficial to all members and offer a combination of brainstorming, education, peer accountability and support in a group setting.
Sales Tools & Resources
Software and sales tools designed to help you grow your practice. Allowing you to plug into sales tools and other resources that have been put to the test by ourselves and our top advisors.