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21. Online CAPS Course Description: (Live/Telephone Training); ... y and reinforce what you learned. 4) Once you have completed the 9 week program the 21-day turnkey implementation system begins and you will have access to our online skill review program, this gets adviso ...; Created on 28 March 2013
22. Online CAPS Course Description (Hidden Menu): (Live/Telephone Training); ... y and reinforce what you learned. 4) Once you have completed the 9 week program the 21-day turnkey implementation system begins and you will have access to our online skill review program, this gets adviso ...; Created on 28 March 2013
23. Money on the Table: (Sales Blog 101); ... The Fun Does Not Stop with the Rollover Now that you have closed the client on the rollover you can continue to guide the conversation toward the next piece of the client’s financial plan. As advi ...; Created on 26 February 2013
24. Five Buying Commitments: (Sales Blog 101); ... a reliable way to prevent it? It is exciting when a prospect has agreed to share the information necessary for you to prepare a solution that meets their needs. Top advisors get a kick out of helping ...; Created on 18 February 2013
25. Business Leadership Report: (Sales Executive Main Page Content ); ... agent, investment management for money managers, asset management for financial advisors. They Support your solutions. Investors – Lenders want a return of their investment with interest. Equity investors ...; Created on 20 January 2013
26. How To Grow Your Confidence: (Sales Blog 101); Your confidence is perhaps your single largest asset, yet many advisors do not take the time to keep this muscle in shape. Approach life from a place of strength. You have a certain amount of ...; Created on 05 December 2012
27. Thrivent Testimonials: (Testimonials ); ... the best training sessions that Thrivent has offered. --Walt Morgan, Reston, VA Very effective facilitator skills and knowledge. Thanks! One of the best training programs we have offered to newe ...; Created on 25 October 2012
28. Ethical Persuasion: (Sales Blog 101); ... a two-way interaction -- yes, a dialogue. When we as advisors interact with our clients we are in dialogue, and we have to understand that we should be doing less than half the talking. If we talk to ...; Created on 29 August 2012
29. What are the Three Things Clients Want Most?: (Sales Blog 101); Trust. Above all your clients want to trust someone. When you first sit down at the table they want to trust you. I work every day to help advisors build skills that lead to trust. In this post I reveal ...; Created on 18 November 2011
30. Six Things Financial Advisors Must Know ...: (Sales Blog 101); ... to an extensive study at the College of Financial Planning, conducted by Dr. Larry Skurnick a Measurement Research Specialist, there are 6 things financial advisors must know: Communication skills ...; Created on 05 November 2011
31. The Risk Management Insights™ Forms: (RMI); Marketing, Forms, and Training in one package. Reps. and Advisors will vastly improve their productivity this these intelligent PDF forms. Each form is customized with your company logo and contact ...; Created on 27 May 2009
32. Benefits of Using RMI: (RMI); When RMI is used, the Advisor and the Prospect take appropriate action and they both achieve the outcomes they want. Qualifying Prospects takes less time and Advisors have more time for selling. Errors ...; Created on 27 May 2009
33. Why Risk Management Insights™?: (RMI); When Agencies and Advisors begin cross-marketing their products and services, they often fall short of their sales objectives because they expect new outcomes using old tools. Advisors who focus on products, ...; Created on 27 May 2009
34. Our Founders: (general); Our Founders David and Ray are co-founder's of Bridgeway Learning Systems and have been involved in the financial services industry since 1980. They have specializes in helping financial advisors an ...; Created on 27 March 2009
35. About Bridgeway Learning Systems: (general); About Bridgeway Learning Systems Our company is defined by our relentless efforts to help business owners, sales executives, professional sales people and advisors to ethically persuade more clients ...; Created on 27 March 2009
36. David A. Thesing CLU®, ChFC®, CFP®, CAP: (BLS Content); ... , trainer, and coach, Dave helps all sizes of organizations from Fortune 500 corporations to individual advisors develop and sharpen their leadership, team building and ethical persuasion skills so th ...; Created on 27 March 2009
37. Ray Gullickson, FIC, CLU, ChFC: (BLS Content); ... o the CAPS™ Learning System and he taught the Skills, as an independent consultant, to a continuous stream of Advisors and Managers referred to him by enthusiastic clients in more than forty states unt ...; Created on 26 March 2009

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