BAI presents The Switched-On Trusted Advisor

Facilitator: Jerry V. Teplitz, J.D, Ph.D.

Have you ever wondered what sets extraordinary business people apart from those who are just getting by? Why do some Trusted Advisors add Ideal Clients more rapidly than others? Are they simply more talented or intelligent? Do they have better connections? Or is something else going on?

What would have to happen to accelerate your success in implementing the Values-Based Financial Planning® turn-key business model? Why do some who invest in Values-Based Financial Planning seem to more easily memorize the scripts, implement them in the real world, and get better results while some find themselves uncomfortable charging the right fee, asking for referrals, and making follow-up calls?

Is there an X-Factor involved? Yes, there is. The X-factor is inner resilience and a strong ability to empower oneself to do the work required to achieve the goal, whether it is comfortable or not.

Have you ever thought something like:

"People won't pay me as high of a fee as I want to charge."
"Clients don't want to refer an advisor to their friends, family, and colleagues."
"People don't want to talk to another advisor, even when they have been referred."
"I have difficulty letting go of _________________ and delegating that to someone else."
"I'll never be able to get my business to run like a Swiss watch."

Any limiting beliefs that you hold about success, abundance, effectiveness, or other issues related to acquiring and serving clients are part of your subconscious programming. When you are faced with situations related to these topics, these beliefs automatically kick in.

The big questions, though, are these: Where does this programming come from? Can you change it? Why do you automatically "default" to the little voice inside that says that people don't respond positively to you? Why doesn't your inner voice shout out to you: "I can do this!" "Referrals are easy." "I love to meet new people, engage them in meaningful conversations, and introduce them to Values-Based Financial Planning." "I'm very comfortable when it comes time to ask to be hired and quote my fee."

Dr. Teplitz, known as an expert in "Brain Performance Optimization," has invested more than 3 decades teaching revolutionary, research-based techniques that quite literally switch on the body and the mind to achieve full potential through optimum brain performance by using movement exercises called Brain Gym®. Just like you build physical muscles at the traditional gym, you will build your business development muscles in the Brain Gym.)

This is not Voodoo or some California "nuts and flakes" whacky training. (Dr. Teplitz is from Virginia Beach.) This is real brain science where you will learn to program your subconscious mind to support you to do the work you want to do in order to build your Ideal Business and create your Ideal Life faster and with less stress.

You are going to love this!

We realize that with Personal Performance Traits (effect-size analysis), it is possible to predict the percentage of individuals who, if they participate in the program, would show a significant change in a Trait over baseline levels at the end of the program.  Follow-up data indicates that all of these gains would be at least maintained, and probably increased, (as skills become more engrained) in a measured period after the conclusion of the program.

Schedule

Switched-On Trusted Advisor - Academy 1