Mastery Bundle

This bundle includes both the Mastering Relationship Management Course and the Prospecting Mastery Course.

When you bundle you can save by getting  both courses for $1,995

Mastering Relationship Management Course

Mastering Relationships is the key to organic growth.  Increasing AUM from existing clients, referrals and strategic partnerships are the 3 main facets of organic growth. While every member of your staff and every client interaction is part of the relationship, a properly trained relationship manager is key! 

The online course will cover:

• Inbound Lead Generation
• Personal Relationship Development
• Client Relationship Development
• Becoming the Trusted Advisor
• Becoming the Family Advisor
• How to Keep Assets from Flying
• Lead Development
• Contact Management Marketing
• So much more!

Prospecting Mastery Course
This four-day online course is for the Sales Assistant or Advisor. It covers more than 20 subjects you will need to know to enhance your prospecting activities.
Including: 

• Lead Development
• Sales Pipeline Management
• Phone Skills
• List Development
• Campaign Development
• Direct Mail
• So much more

You’ll have access to both courses for every member of your team for 12 months. The two courses are valued at $2,590, for just $1,995!