Transforming Client
Communication and Relationships

Transforming Team
Communication and Relationships

Transform Your
Leadership Effectiveness

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  • Attract clients.
  • Retain clients.
  • Grow your practice.

Go Beyond Transaction and Build Influence

Differentiate Yourself from the Crowd

Each Influential Advisor Academy is an 8-week intentional process to enhance your ability to:

Attract clients.
Retain clients.
Grow your practice.

Tools you can use right away. Group coaching to support content application.

Learn with a small group of colleagues. Online or on-site.

Online Academies are 90-minutes per week
$995 per person

On-site Academies are customized for your group size and time preferences.

Influential Advisors Academies

  • Discover Your Leadership Voice
  • The Power of Your Voice
  • Communication Code
  • The Influence Model
  • Maximizing Influence
  • Minimizing Influence

Discover Your Leadership Voice

  • Everyone has a Voice, but not everyone is heard. The 5 Voices is a simple yet powerful tool for
    understanding personalities.
  • Learn the natural strengths of your Voice
  • Learn how to better understand and communicate with clients and prospects whose Voice is different from yours.
  • Better understand what it is like for clients and prospects to be on the other side of you.

The Power of Your Voice

  • Learn common triggers of each Voice and the negative impact each Voice can have on client and prospect relationships.
  • Learn how to manage the impact of the power of your Voice on clients and prospects.
  • Learn how to navigate personality differences more effectively.
  • Learn how to better navigate disagreements and conflict in client relationships.

Communication Code

  • Listening, understanding, and responding are all important aspects of effective communication.
  • Learn the 5 types of communication, each with their own desired type of response.
  • Learn how to “get on the same page” with clients and prospects, by knowing which style of communication to engage.

The Influence Model

  • The right to influence others is an earned privilege.
  • Learn the 4 Keys to building relationships that grant you the opportunity to impact the lives and decisions of clients and prospects.
  • Learn which Keys each Voice values most.
  • Learn how to tailor your communications to match the Voice of clients and prospects.

Maximizing Influence

  • Learn your natural strengths toward earning the privilege of influencing clients and prospects.
  • Learn how to enhance your strengths, to strengthen relationships with clients and prospects.

Minimizing Influence

  • Learn possible blind spots that minimize your ability to influence clients and prospects.
  • Learn strategies to overcome blind spots that undermine your influence.

  • 5 Voices for Teams
  • The Power of Each Voice
  • The Art of Collaboration
  • Optimizing Team Performance
  • Team Kryptonite

5 Voices for Teams

  • Everyone has a Voice, but not everyone is heard. The 5 Voices is a simple yet powerful tool for understanding personalities.
  • Learn the natural strengths of your Voice and the other Voices on your team.
  • Learn how to better understand and communicate with team members whose Voice is different from yours.
  • Better understand what it is like for team members to be on the other side of you.

 

The Power of Each Voice

  • Learn how to use Voices to optimize each team member’s contribution.
  • Learn common triggers of each Voice and the negative impact each Voice can have on team dynamics.
  • Learn how to manage the impact of the power of your Voice on team communication and relationships.
  • Learn how to navigate personality differences more effectively.
  • Learn how to better navigate disagreements and conflict among team members.

The Art of Collaboration

  • Each Voice has a “Nemesis” Voice, which is most difficult to hear. Learn these pairs and how to overcome this natural friction.
  • Learn how to leverage the strengths of each team member’s Voice.

 

Optimizing Team Performance

  • Learn the 6 Metrics of High Performing Teams.
  • Learn what challenges to alignment and execution each Voice may experience and how to bridge the gaps more effectively.
  • Enhance team alignment by utilizing the unique contributions of each Voice.

 

Team Kryptonite

  • Learn the 5 main reasons teams do not reach their potential.
  • Learn practical tools to avoid the 5 reasons for low performing teams.

  • 100X Leader: Leadership Health & Multiplication
  • Discover Your Leadership Voice
  • Being Present & Productive
  • Being Purposeful
  • Emotional Intelligence for Advisors
  • Relational Intelligence for Advisors

The details of the Leader Transformation Academy are still in development.
Want to know when they are available? Let us know via the form below.

Start the Transformation

Applications are currently being accepted for an Online Transforming Client Communication and Relationships
Requests for On-site Academies are welcome any time.