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Training and Marketing Programs for Broker Dealers

So Clients get better advice and service, Broker-Dealers get more productive Advisors and Advisors achieve the lifestyle they deserve.

Roundtables

We host Roundtables that bring together industry thought-leaders for candid discussions. Attendees share best practices and network with peers about the challenges and opportunities faced with their initiatives. Roundtable topics include: Retirement income, Annuity products, Financial planning best practices and Broker-Dealer technologies

MOST RECENT ROUNDTABLES:

Indexed & Income | October 5, 2017 — View Gallery
Platform Program | September 21, 2017 — View Gallery
Managed Money | September 7, 2017 — View Gallery
Life Insurance | May 25, 2017 — View Gallery
Technology | May 11, 2017 — View Gallery
Indexed & Income | April 27, 2017 — View Gallery
Managed Money | February 23, 2017 — View Gallery
Sales Management | February 9, 2017 — View Gallery
Platform Program | January 19, 2017 — View Gallery

View Past Roundtables >




 

 


 

 

12-Month Training Programs

We design and deliver long-term training programs tailored to an organization's existing sales process and/ or current training needs. Topics include: Profiling, Presenting, Closing, Objections, Setting goals, Time Management and Client Referrals. The programs help Advisors:

• Become Wealth Managers
• Become more productive
• Coach Licensed Bankers


Retirement Income Programs

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We build Retirement Income programs that show Advisors how to upgrade their Retirement Income skills and sales. Components include:

• Training
• Marketing
• Sales coaching

Contact

Cramer + Associates
4979 Pierre Street
Boulder, CO 80304

email: jack@jackcramer.com
phone: 303-532-7003

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