Advisor Mastery is a system and mastermind community where exceptional advisors become irreplaceable. In this engaging and interactive webinar, you will learn 6 specific characteristics of exceptional advisors. Frank Leyes, ChFC, has over 3 decades of experience as a practicing advisor and is an Amazon #1 best selling author who has delivered keynote presentations to advisors all over the country. Advisors enthusiastically welcome Frank’s work as a peer who walks in their shoes every day. In this program Frank Leyes will reveal 6 highly applicable steps to becoming an exceptional advisor that are practical and easy to execute. While a few of these steps may seem familiar, the insights and application will be cutting edge. The section on selecting the right coaching program for your practice has the potential to save you thousands of dollars and hundreds of hours of your valuable time.
You Will Learn:
- Unique communication strategies to use with clients
- The new world of relationship building in the post-COVID-19 era
- The blind spot behind much of the emphasis on story telling and the power of emotional engagement
Frank Leyes, ChFC entered the financial services industry upon graduating from Notre Dame in 1985. While at Notre Dame, Frank played on the Varsity Golf Team and majored in Communications. This background has served Frank well in his career which now spans over 3 decades. Frank balances his time between his offices in Virginia and Indiana. His family relocated to the Blue Ridge Mountains of Virginia 13 years ago to pursue a life long dream of living in the mountains and raising horses on their family farm. Frank is married to his wife Jen and they have 3 children; Nora, Isaiah and Daniel. Frank’s ability to relate with advisors and to communicate with elegant simplicity and refreshing clarity have led to opportunities to speak to firms and advisors around the country. It has also led to the creation of “Advisor Mastery;” a unique mastermind where advisors freely exchange ideas, share best practices, perform client case studies together and encourage each other along the path from “exceptional” to “irreplaceable.” Frank places a unique emphasis on values in his work with advisors as well as clients. Ultimately, we seek to strengthen the connection between who we are and what we do for our clients.
Registration Fee: $0 FSP Members | $19 Non-Member
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
3:00 pm – 4:00 pm ET
2:00 pm – 3:00 pm CT
1:00 pm – 2:00 pm MT
12:00 pm – 1:00 pm PT
Educational Level: Intermediate
CE Credits: There are no CE credits available for this program.
Note: This webinar was originally broadcast on September 23, 2021.