The Immersion Program

Elevate your career and become a confident, high-performing advisor with The Immersion Program.

You’ll get strategies and tools that will revolutionize your sales and discovery processes, enhance productivity, and accelerate client engagement. This comprehensive course will help you master the skills to build deeper, more profitable client relationships and take your professional growth to new heights.

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This workshop is for:

  • Advisors looking for more productivity and a higher closing ratio
  • Lead advisors with a team of producers who need sales and discovery training
  • Advisors without a documented process
  • Advisors who no longer want to be product focused and transactional

Workshop Overview:

  • 6 facilitated virtual group calls, held weekly
  • A structured online course
  • Bite-size video teachings
  • Actionable steps
  • Client-facing tools, processes and scripts
  • A workbook to implement the learning
  • Access to The Advisor Growth Journey content and IP for 12 months
  • Individual feedback for every participant

COURSE CURRICULUM:

  • Marketing – A structure to connect with ideal prospects and set you apart from the first interaction
  • Sales – The framework and scripts to have a clearly differentiated sales meeting
  • Discovery – A process designed to get at WHAT your clients really want and WHY it’s important to them
  • Action Plan – Strategies to take immediate action to increase productivity, accelerate client engagement, and foster deeper relationships

time commitment:

The 6 calls will be 90 minutes each. Prep-work will be assigned prior to each call. The prep-work will take approximately 1-2 hours to complete.

Key Take-Aways:

DIFFERENTIATED SALES PROCESS

ENGAGEMENTS THAT MOVE FASTER

PINPOINT CLIENT PRIORITIES

INCREASED PRODUCTION

INCREASED CLIENT ENGAGEMENT

Space is limited. Register Today!

$1497 USD
$500 USD for Members

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Contact Mike if you have any questions.

Person being coached