Platform Presentations tailored to your needs for any sized group.

Presentation length is generally from one to two hours and can be tailored to your needs.

Choose from...

  • Platform Presentations
    • Becoming a Better Communicator
      • What Advisors Want
      • Think Win-Win
      • How Effective Advisors Build Trust
      • Four Types Of One-on-One Communication
      • The Importance of Complete Communication
    • Opening More Productive Conversations
    • ·        Understand the benefits of ethical persuasion skills·        Define the primary role the Advisor·        Recognize the four levels of one-on-one communication·        Identify the seven steps of the Client Development Process ·        Become familiar with the CAPS™ Skills and how they are used to exercise ethical persuasion throughout the Client Development Process·        Recognize how Transition statements and Probes are used throughout the Client Development Process and how they are used to open more productive Discovery/Fact-finding conversations.
    • Getting Results
      • Career Stages
      • Leadership
      • Responsibilities
      • Challenges
      • Communication Skills
      • Solutions

     


  • 1, 1 ½, or 2 Day CAPS™ Workshops Customized to your needs.
    • Communication Awareness & Persuasion Skills
    • CTS™  - CAPS Telephone Skills

  • Online/OnDemand Training
  • Outsourced Coaching
  • Facilitator and Coaching Training for your Trainers or Managers

Contact Us today to customize your package!