• Two professional, full-time coaches experienced in the investment industry attend each session
• In-person meetings at your office or elsewhere
• Full-time sales assistant participation included
• Scheduled ½-day sessions every four weeks
• Relevant bridge assignment(s) and deadlines
• Telephone contact between sessions
• Occasional extra sessions when needed at no extra cost
• Guides, manuals and other performance aids
• Relevant articles researched from outside sources
• Written report after each session

• Advanced client interview skills
• Sales call planning and implementation
• Advanced presentation skills for persuasive selling and influential meetings and seminars
• Time management and self-direction to get more done in the same available work time
• Powerful segmentation for increased client profitability
• Marketing planning for Investment Professionals
• Staff hiring, supervising, delegating, annual goal-setting, and performance management
• Sales and business negotiating for win-win outcomes
• Strategic planning to pave the way to the next level
• Decision-making and problem-solving tools that really save time and reduce stress

Various EYB clients report the following results:

• Growth: new clients, assets and referrals
• Production: higher average assets per relationship
• Effectiveness: regularly closing deals in just two client meetings
• Efficiency: ‘23-Day Production Month’
• Confidence: successful negotiations with clients and management
• Campaigns: well designed; well run; high close ratios
• R & R: a lot more free time