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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:

Managed Money | February 23, 2017 —View Gallery
Sales Management | February 9, 2017 —View Gallery
Platform Program | January 19, 2017 —View Gallery
Retirement | December 1, 2016 —View Gallery
Life Insurance | November 9, 2016 —View Gallery
Technology | November 3, 2016 — View Gallery
Indexed & Income | October 6, 2016 — View Gallery
Platform Program | September 22, 2016 — View Gallery
Managed Money | September 8, 2016 — View Gallery
Life Insurance | May 19, 2016 — View Gallery
Technology | May 12, 2016 — View Gallery
Indexed & Income | April 28, 2016 — View Gallery
Program Management | March 16, 2016
Managed Money | February 25, 2016 — View Gallery
Sales Management | February 11, 2016 — View Gallery
Platform Programs | January 21, 2016 — View Gallery
Retirement | December 3, 2015 — View Gallery
Life Insurance | November 5, 2015 — View Gallery
Technology | October 22, 2015 — View Gallery
Managed Money | October 8, 2015 — View Gallery
Indexed & Income Proucts | September 10, 2015 — View Gallery
• Technology | February 26, 2015 — View Gallery
• Sales Management | February 5, 2015 — View Gallery
• Indexed & Income Products | January 15-16, 2015 — View Gallery
• Platform Program Retreat | January 7-8, 2015
• Retirement | December 4-5, 2014 – View Jack and Rhonda's Top 10 Takeaways
• Technology – View Gallery
• Indexed Products – View Recap
• Life Insurance – View Jack and Rhonda's Top 10 Takeaways

• Retirement Income – View Jack and Rhonda's Top 10 Takeaways

• Indexed Products – View Rhonda's Top 10 Takeaways


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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