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Do you know how to read body language?
Have you mastered collaborative advice?
Are you building an unsolicited, referral-based, business?
Are you fully leveraging the current firm initiatives?
Pick your track and enroll today.
Receive six months of interactive training
100% of profits given to rescue little girls from sex trafficking
For over 12 years, the Advisor Basics School has trained hundreds of Paraplanners, New Advisors, Veteran Advisors and Experienced Advisor Recruits, and currently it’s the most successful program of its kind.
We train more Ameriprise Advisors than anyone else.
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I honestly walked into this program not knowing what to expect, and left the kick-off feeling motivated and with a more clear vision. It was simply fantastic and impactful, and I’m looking forward to the next seven months learning from you guys.
I was really impressed with the kick-off in MN. I went there partially expecting some gimmicky sales tactics but instead I feel like I gained legitimate, practical, genuine strategies to connect with clients and I feel a lot more confident in transitioning into the AFA position.
Advisor Basics School is a solid investment which will enhance the development of your financial planning career. Whether you are a novice within the industry, someone who has been part of a practice looking to make the jump into becoming an advisor, or even if you are an established practitioner who wants to take your business to the next level, there is something for you. Todd, Zac, Matt and Phil share their vast experience and the wisdom they’ve gained through the years to give you a leg up and put you on the fast track towards a successful future. The knowledge you will gain through the course work and the live teachings will challenge what you thought you knew and provide you with tools and ideas to help you acquire clients through a repeatable process and enable you to develop strong relationships built to last. The serve-first mentality really shines through in everything they do and is the model that you should seek to emulate. In addition, you'll be given the opportunity to network with peers whom you can grow alongside. It truly is worth every penny and highly recommended.
Todd Larson, Lead Instructor
todd@advisorbasicsschool.com
Zac Jennings, Administrator
zac@advisorbasicsschool.com
For any questions related to the Advisor Basics School training program, please reach out to Zac Jennings:
Email: zac@advisorbasicsschool.com
Phone: 260-485-0403
