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BISA Webinar Series: Anthony Cole Training Group
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When: Monday, June 6, 2016
2:00 PM
Where: United States

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Title: The Customer-First Advisor: How to Help Your Salespeople Survive and Sell in the Coming DOL Environment

Presented By: Anthony Cole Training Group

Date: Monday, June 6, 2016

Time: 2:00 - 3:00 PM EDT

Cost and Registration: Free for BISA members$50.00 for non-members (click here to register).

DOL is projected to cost the brokerage industry $3.9B. How much will it cost your firm to train and implement the new regulations internally? Do you expect a drop in sales? Do you know how to help your advisors sell as fiduciaries? Eventually the dust will settle and all the necessary systems, processes and paperwork will be in place. Are your advisors still selling and do they have what it takes to succeed?

Tony Cole, President of Anthony Cole Training Group, will share with you how to grow revenue in the face of the DOL regs with 1) knowing the opportunity 2) Improving performance management and coaching of sales management and 3) Looking at advisors with Customer First DNA. Webinar participants will leave with a working knowledge and tools to:

  • Improve performance management competencies and implement systems and processes that will support the’ best interest’ activities of your FAs
  • Recruit and hire sales talent to the ‘tailored fit’ profile of the idea Customer First advisor
  • Better understand and deliver what your clients really want and need with an Advocacy approach by using planning tools and different metrics for success



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