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.