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Online Prospecting Course for Financial Advisors

A 27-module, 25-CPD prospecting course developed exclusively for financial advisors that want to grow their business by getting in front of potential new clients. 

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About the Course

It is the only course of its kind in South Africa - no other person, business or institution is offering original content of this magnitude to support advisors in this space. Prospecting is about getting in front of people and this course not only provides you with 101 ways of doing this, but works with you to build the confidence to do so. 

This content-rich course will challenge you and move you out of your comfort zone while, at the same time, providing you with the skills and tools required to create the success that you want. 

You will work on yourself and how you show up in front of prospective clients, as well as your mindset and your capacity to be referred. Human connection is an integral part of your development, as your greatest practice in the prospecting space is around approach. 

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This online course provides you with everything you need to know and then bridges the gap to show you what to do. It then goes on to support you for 6 weeks as you turn your learnings into action and put your plan into practice. 

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Course attendees have exclusive access to this original content, not available anywhere else: 

101 prospecting strategies across 15 categories

prospecting formula that works

Your Own Excuse Buster

A Client Objection Buster

A practical Value Proposition builder

A realistic way of looking at Target Market

An Effective Activity Tracking System

Pipeline Template built for Prospecting

'How to Go Digital' Guide

An exclusive nterview with CEO of Sales Guru 

Guest speaker: Image Consultant 

In addition, our attendees will enjoy:

Discounts to the Advisor Dojo

Subscriber status to FI Consult’s Weekly emailer

Nudge Card - a daily prospecting prompt

The Insane Prospecting online course is the answer to advisors' greatest need, as gauged by the question that has come up the most over the last two decades: 

"How do I get more clients?"

The 27-module course is divided into: 

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21 modules of learning >> CPD certificate issued

6 modules of guidance and support over 6 weeks of implementation

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Invest in Yourself, Your Business and Your Future

Successful prospecting will change everything for you. It will build your confidence, improve your business and allow you to ultimately live the life and lifestyle that you desire. 

 

For a relatively small investment and a little work, you could take your business and your life to the next level. How much is it worth to you to acquire new clients, do more business and grow your book? R5,000? R10,000? 

 

If you invested R10,000 with the certainty that you could return 1,000% in a year, would you do that? How about if it required you to dedicate some time to learning and some more time to getting uncomfortable and doing what you know you need to do? Is it worth it? 

 

Absolutely! Well, the good news is that the course only requires an investment of R2,499!

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An investment of only R2,499

... is the commission on a small premium

... is the fee on a small investment

... is a very low cost for a financial plan

R2,499 is undoubtedly unbelievable value for money!

For only R2,499 you will be able to:

Access the only prospecting course built for financial advisors.

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Access exclusive content designed exclusively for and available only in this course.

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Access 101 prospecting strategies upfront in module TWO of the course.

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Build the capacity to be a prospecting machine.

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Build the prospecting muscle required to get out there and win.

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Build the confidence to approach and connect with the clients you want.

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Build the resilience to not be affected by rejection.

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Try and fail and try again while being supported for 6 weeks following the modules.

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Continue your learnings and practices within a private Facebook community.

Your Facilitator

Jason Bernic, CFP

Certified Financial Planner Professional, Co-founder of FI Consult, owner of Success Coaching.

Jason has over two decades of experience in financial planning, having been a financial planner, financial planning coach, and a business consultant. 

When he was client-facing, he was growing his assets at R100 million a year. 

That's quite an accolade for someone that feared sales, hated prospecting and was incredibly shy. 

All of his learnings are shared in the course content. â€‹

Modules

Modules

Below are the modules and a short description of each. 

01

Welcome

Introduction to the course. 

03

Goals

Prospecting, business and personal, and how they relate. 

05

Who am I?

How you see yourself, and how others see you. 

07

Value Proposition

Your offering and how you communicate it. 

09

Mindset

How to get out your own way. 

11

New Narrative

How you want to show up when prospecting.

13

Invite

Move from chit chat to business. 

15

Digital Marketing

How to create a virtual presence. 

17

Your Prospecting Plan

Turn learnings into action. 

19

To Be In Action

Activity and approaches. 

21

Wrapping Up

Implementing what you have learnt. CPD certificate issued on completion. 

02

Approach

101 prospecting strategies. 

04

Comfort Zone

Add copy

06

Current Narrative

How you show when prospecting. 

08

Target Market

Ideal and Immediate clients. 

10

Are You Referrable

Would you refer you?

12

Connect

How to connect with others. 

14

Going Digital

Helping you navigate a digital world. 

16

Prospecting Pipeline

Create a system to manage your potential new clients. 

18

Excuse Buster

All of your excuses and why none of them are real. 

20

Handling Objections

All the potential objections and how to move past them. 

22 - 27

6 weeks Supp

Weekly support when implementing your prospecting plan.

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