How can human Financial Advisors compete with Robo-Advisors? The answer to this question should be a simple one: Support clients with equal or better technology, and also give them a highly educated, highly skilled and highly emotionally intelligent human Financial Advisor to go along with it. Research with affluent individuals has shown that an affluent clients comfort level with the idea of financial self-management declines as their wealth level increases. When given the choice between a robot, a human or both the affluent client will almost always choose both. Provided, of course, that a relationship with the advisor in question is deemed to be indispensable and of great value.
Our High EQ Financial Advisor workshop is designed to immediately and positively impact participant EQ levels by working with them to understand and develop the personal development and relationship development mindsets and skill sets of the most successful Financial Advisors in the industry. This fast paced, highly practical and highly interactive program takes the EQ discussion beyond general theory by delivering industry specific functional best-practices that will challenge participants to elevate the quality of their personal growth and relationship development efforts.
Content Blueprint for The High EQ Financial Advisor Workshop
Module # 1: EQ - Foundational Theory
Module # 2: High EQ - Personal Competence
Module # 3: High EQ - Social Competence
Module # 4: Practical EQ Skill Toolbox
Module # 5: High EQ Personal Growth Planning
* Content Note - Millennium programs are highly customizable. Every client is different and every client has different objectives. All Millennium courses are tailored for delivery to match the strategy, client demographic, product mix and skill development needs of each client we work with. We work with you, leading up to the rollout of your courses, to customize content and specifically match lessons and approach to be the perfect fit for you and your team. All Millennium courses are available for delivery via instructor-led classroom session, webinar and/or train-the-trainer sessions.
Typical Base Workshop Pricing
★ Prices are based on a 25 participant workshop minimum