Most Managing Partners and Partners have a significant investment of time and money in the development of your sales team. Under-performing FRs or open positions caused by turnover often hold you back from reaching your goals and they contribute to unnecessary stress or anxiety.

Success for a Financial Representative requires ethical persuasion - the ability to influence another person to take actions in their best interest… that they otherwise would not have taken on their own. This is a learned skill.

FR Skill development so they will:

  -  Attract more prospects
  -  Qualify prospects more efficiently
  -  Better understand prospect expectations, needs and motivations
  -  Experience fewer stalls and objections
  -  Close more sales 

Improved communication effectiveness:

  -  With all types of prospects,
  -  At every step of your process, and
  -  All the solutions you offer

More career satisfaction:

  -  Experience less frustration and more fun,
  -  Less rejection and more fulfillment,
  -  Increased incomes without increasing workloads

Better return on your investment

  -  Increased sales and profits without adding to fixed overhead
  -  Reduce your time investment to successfully launch new associate advisors
  -  Reduce turnover costs by improving your associate advisor retention rate

With CAPS™ FR's learn and internalize specific one-on-one communication skills to:

  -  Effectively listen and evaluate buyer attitudes,
  -  Attract and keep the attention of more prospective buyers,
  -  Reliably transition from one part of your advice process to the next,
  -  Consistently ask the right kinds of questions at the right time to avoid stalled opportunities, and
  -  Confidently close more sales by effectively confirming agreement at key points throughout the sales and advice process.

Give special consideration to FRs with 1 to 4 years of experience. This critical period can often be the most difficult for many representatives and the skills development builds on what they have learned about becoming a trusted and effective financial representative.

CAPS™ is an acronym for Communication Awareness & Persuasion Skills.  It is a program developed by Bridgeway Learning Systems, Inc. to improve the communication and ethical persuasion skills of financial advisors and insurance professionals.  

Bridgeway was founded in 1985 to help financial advisors reach their productivity goals. We have trained thousands of financial advisors how to attract, serve and keep more clients without adding to fixed overhead or advisor workloads.

You now have a choice between either a live 1 ½ day live CAPS™ workshop or a 9 week virtual program that includes facilitator lead accountability and coaching calls. Participants describe both options as intensive, interactive and effective learning experiences that increase confidence and sales. 

1) Lower overall costs because you have no travel, lodging or meal expenses for participants.

2) Increased accountability and reporting to your management team.

3) Creation of a Personalized Implementation Playbook to assure immediate and long-term use.

For advisors to improve their ability to attract new prospects, build trust, identify needs, ensure validity, and create a sense of urgency so qualified prospects advance at each step in the advice process.

Through the use of our simple implementation tools and the repetition of our facilitator led coaching calls throughout the implementation process.

Yes.  CAPS™ training does not replace the advice process.  It has, however, it’s been described as “turbo-charging” the process and the FR’s natural strengths as a communicator.  During the live workshop and virtual coaching sessions  our facilitator explains and demonstrates how to use CAPS™ skills with the Thrivent advice process so the FR can make it work as well as it should.  

Yes as long as there are a minimum of 8 participants.  Contact us to discuss potential dates and location.

$775 per participant, which is a 40% discount from our normal pricing of $1,275 per participant.  Live workshops are conducted at a location of your choice.   They also require a minimum of 8 participants and reimbursement for our facilitator’s travel expenses.  A Virtual workshop tailored to your specific dates and held exclusively for your RFO requires a minimum of 4 participants.

Contact Eleacia @ Eleacia.thesing@bridgewaylearning.com  

Or call her at (866) 377-7598 or 763-231-6089

Yes we provide a 100% money back satisfaction guarantee to every participant.