Advisor Coaching

EVERYDAY IS SATURDAY

Agenda - Day 1

Review Sales Cadences, Tech Stack, WS Materials, anything related to Growth and Biz Development
Review how we prepare for in person workshops.
Running the staff side of the business & marketing/advisor performance and metrics.
Weekly Advisor meeting where we review anything from cases to advisor specific updates.
Item description
Spend time with Brad to go over best practices for advisory business.
Review Fiat’s marketing practices and how we implement these with prospects and current clients.

Spend time with Brad to go over best practices for advisory business.
Here, you will have the opportunity to watch a live workshop. Everything from set-up, presenting, and teardown.
Spend time with Brad to go over best practices for advisory business.
Item description