Are you a financial advisor who often exerts most of your time and expenses into countless advertising and networking opportunities than increasing your sales? Are you losing motivation to remain competitive in the market because of an imbalance in work/life? By investing in a business coach, you will learn effective marketing, productivity, and commerce skills to spend less time selling to more target clients and achieving higher sales goals. With expert guidance, financial advisors will not have to resort to working 40 hours a week. Business and Executive Coach of Blue Ash, Ohio, Todd Eppert, has been awarded the Brian Tracy Award for Sales Excellence for his successes in operating his business – TKCR & Associate Inc. – and coaching small business owners in achieving success. Todd is passionate about helping business owners improve their top and bottom lines, plan for the future, and develop strategic and tactical planning.

Reorganize Your Business With FocalPoint Coaching

In our core business coaching session, clients will learn invaluable commerce, productivity, and leadership skills condensed into five concise modules:

• Module 1: Creating a foundation, identifying your vision, strategic planning, and benchmarking.
• Module 2: Improve productivity, Occam’s Razor for prioritization, the Parthenon Principle
• Module 3: Effective marketing, improving Revenue, master branding.
• Module 4: Solution selling, negotiation, overcoming objections, and closing more sales.
• Module 5: Effective leadership, taking responsibility, strategic thinking, delegation, and execution.

Critical Skill Development for Financial Advisors

In a one-on-one coaching session, Todd provides individualized attention and integrates your unique needs into his services. The longevity and sustainability of your career are directly proportional to your quality of life. Our Diamond Map Assessment identifies challenges in your work/life balance and maps out a strategy to overcome them with tangible goals. Customer service is another significant component of career success as a financial advisor. Clients will benefit from our emphasis on using effective communication to foster relationships. Additionally, you will learn how to strategically position yourself as the best and most qualified source of financial knowledge. Financial Advisors will also benefit from the following assessments:

• TTI Success Insights® Sales Skills Index report will reveal your strengths and opportunities for improvement by comparing your sales strategies to those of successful sales professionals. You will gain clarity on how to hold more engaging meetings with clients and compelling presentations of your investment portfolio to close more sales and earn more referrals.
• The Industry Benchmark Report and Narrative Benchmark Report will help you set new financial goals by analyzing the performance of your industry based on geography and sales volume.

To gain control of your career and personal life, contact Todd Eppert of Blue Ash, OH, for expert business coaching services. To book a consultation, call 513-543-7271 or email him at teppert@focalpointcoaching.com.