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◄ eXCLUSIVE FOR gROWING WEALTH MANAGEMENT FIRMS & eSTABLISHED mfds ►
◄ eXCLUSIVE FOR gROWING WEALTH MANAGEMENT FIRMS & eSTABLISHED mfds ►
Designed specifically for building high-performing teams and enhancing leadership capabilities. The program equips you with advanced leadership strategies, organizational management techniques, and tools to scale your team, increase client satisfaction, and drive long-term success.
Aim of the Leadership Skills Development Program (LSDP):
This coaching program aims to help business heads develop a team of sales and service employees using innovative tools and techniques, leading to exponential growth.
Weekly Group Sessions:
Weekly Group Sessions:
48 Leadership Skills Development Program (LSDP) Sessions
Duration:
Duration:
Online: 1 Hour
Offline: 2 Hours
Sales & Servicing Skills Development Program (SSDP) for Employees:
Equip your employees with the skills to excel in sales and deliver exceptional client service. This program focuses on enhancing communication, relationship building, and service delivery, ensuring your team meets and exceeds client expectations.
Weekly Group Employee Sessions:
Weekly Group Employee Sessions:
48 Sales and Servicing Skills Development Program (SSDP) Sessions for Employees
Duration:
Duration:
Online: 1 Hour
Signature Services of the Leadership Skills Development Program Details:
Special Signature Toolkit Annual Subscription
Special Signature Toolkit Annual Subscription
Access to an exclusive subscription to the Signature Toolkit, featuring resources, templates, and tools tailored to enhance your sales and servicing skills.
Special Hand Holding / Business Counselling Session for Business Head
Special Hand Holding / Business Counselling Session for Business Head
Personalized guidance for business heads and teams to overcome challenges, strategize solutions, improve teamwork, and grow the business.
Company's Data Management Support Session
Company's Data Management Support Session
Assistance to organize, analyze and manage company and Employee data effectively, ensuring better decision-making.
Skills Development Individual Practice Session
Skills Development Individual Practice Session
One-on-one personalized practice sessions to improve the skill sets of front office employees.
New Employee Induction Group Session
New Employee Induction Group Session
Assistance for creating professional Company’s Introduction, presentations and articles
Special Skills Development Workshops
Special Skills Development Workshops
Special Workshops to enhance specific skill sets like new client acquisition or lead generation for Relationship Managers.
Assistance to prepare Company's Introduction PPT, Articles and Presentation Content Assistance
Assistance to prepare Company's Introduction PPT, Articles and Presentation Content Assistance
Assistance for creating professional Company’s Introduction, presentations and articles
Assistance for Documentation support for Employees Onboarding and Preparing Employees ID cards
Assistance for Documentation support for Employees Onboarding and Preparing Employees ID cards
Assistance with employee onboarding documents and employee ID card preparation.
Second Generation / Spouse FFWE Certification
Second Generation / Spouse FFWE Certification
Certification crash course - Family’s Financial Wellness Expert (FFWE) for second-generation leaders or spouses to build business skills and expand their family’s legacy.
Business Sarthi Data Management Software Annual Subscription
Business Sarthi Data Management Software Annual Subscription
This software provides means to efficiently handle client data, track leads, and streamline employee workflow, all in one platform.
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