About Us

We customize all of our coaching assignments based on the needs of our clients. Live and/or Virtual Coaching will take place monthly. Each Advisor will receive a Workbook (planner) at the first session. Advisors meet formally every month for one hour and will review how they are implementing their plan; discuss issues, challenges, concerns, strategies on opportunities, pipeline management, client retention and management, practice optimization, marketing, branding, staging, framing and delivery, role play, scripting, etc. Advisors have access to their coach 24X7 in between sessions for strategic discussions about your pursuits. Salmon Academy guarantees a 24-hour response either through e-mail or phone. Salmon Academy will also track progress through their built-in accountability mechanism that monitors results and measures ROI.

Areas covered in the curriculum and ongoing coaching options include but not limited to (all based on customization)::

  • Fine tune and or improve their client acquisition skills to get a better result
  • Develop and maintain a sustainable, repeatable client acquisition-business development process
  • Make authentic connections and leverage those connections, develop more relationships and maximize opportunities
  • Comfortably and seamlessly transition personal relationships into professional conversations and covert these opportunities
  • Approach referrals through a “warm” introduction in a way that leads to tangible results
  • Situational strategy on opportunities and develop proper staging, framing and delivery to get better outcomes
  • Enhanced ways to conduct client review & prospect meetings that gets results and differentiates teams from their competition
  • Get COI’S to become better referrals sources
  • Create customized scripts for a variety of situations that feel comfortable and make it easy to get commitments
  • Effectively stage client events (educational and social) in a way that generates qualified and meaningful referral opportunities
  • Teaming, team dynamics, helping with roles, responsibilities, set weekly meetings, and provide mechanisms for accountability
  • Develop a Business Plan that includes “It Moment” Pitch, Value Proposition, Vision and Mission, On Board, Relationship Management, Investment, Marketing and Business Development processes
  • Transition to more a fee based practice and running the practice like a business in the new client centric Fiduciary world
  • Understanding the reasons why it is in an advisors best interest to change the way they are doing things in the new client centric Fiduciary world
  • How to change their approach, behavior and/or business style and properly prepare to make the necessary changes in the new client centric Fiduciary world
  • Creating a repeatable, sustainable and scalable process to seamlessly adapt to the new DOL and Fiduciary centric world
  • Having precise instructions for implementation and an action plan for specific items for immediate implementation such as: Client Service Model, Client Service Experience, Book Segmentation, Referable Wealth Management Brand, New Value Proposition, New IT MOMENT PITCH, New Vision and Mission Statement, New Business Plan which includes but is not limited to: Marketing, Business Development, On Boarding, Investment and Relationship Management Processes
  • The importance of taking a more holistic approach with clients and prospects and instilling discipline and accountability into their practice
  • Understanding what it means to think, act and behave like a Fiduciary and apply fiduciary rigor to client facing differentiation
  • Knowing how to mitigate your exposure to liabilities
  • Marketing differently by creating new messaging that will resonate with clients and prospects and make it easier to justify your fees
  • Having scripts for a variety of situations so advisors feel comfortable speaking with their clients in a way that is natural and gets results
  • Prioritizing that financial planning be an integral part going forward resulting in more meaningful and memorable relationships with clients
  • Developing. improving, maintaining and fine tuning their sustainable client acquisition skills to get a quantifiably better result
  • Comfortably approach referrals, and convert personal and professional relationships into client opportunities in a way that leads to tangible results
  • Reviewing situational strategy to discuss opportunities to develop proper staging, framing and delivery to get better outcomes
  • Sales, time & pipeline management strategies
  • Transitioning to more a fee based practice

End Result:

  • Advisors will have a sustainable and repeatable process and improve their new client acquisition results
  • Be introduced to exactly the people they want to meet through “warm introductions” and create more qualified opportunities
  • Bring in New Assets and Improve their Client Acquisition results
  • Instill discipline, structure, process and accountability into their practice
  • Defined roles, responsibilities, have organizational structure and direction with a clear vision, and mission
  • Have systems, processes, policies and procedures clearly defined to position the practice for now and the future
  • Systematic approach to running the practice like a business
  • Prepared for the future growth of the practice
  • Have a plan with an objective, strategy, time line and accountability metrics to keep them engaged, focused and ensure success
  • Come across as more professional to clients and prospects
  • Allow for more strategic and tactical decisions to overcome fee compression
  • Create new messaging that will resonate with clients and prospects and make it easier to justify your fees
  • Provide more value and be able to articulate these distinct competitive advantages and come across as more professional to clients and prospects
  • Prune clients and only work with people that value relationships and advice
  • Start to convert those fee based business opportunities and gain more wallet share with current clients by providing real advice that is truly valued
  • Have growth in new client acquisition through referrals, develop a steady flow of referrals and improve their new client acquisition results
  • Maintain a sustainable, repeatable managed fee based process that leads to a more profitable business and eliminates concerns related to fees
  • Streamlined systems, processes, policies and procedures that make it easy to run the practice like a business and position it for the future.
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