Coaching Programs

“The Exclusive Coaching Program’s ROI is incalculable! The program has helped me with so many nuances of my practice I truly can’t put a value on it. I’ve attracted and closed clients that I know I wouldn’t have gotten without this coaching. But the even bigger value involves all the small improvements I’ve implemented that have led to my 129% increase in production. And one thousand percent more fun!”
         — Pam Dumonceau, Consistent Values, Inc. - Denver, CO

AIG Financial Advisors supports your effectiveness with coaching programs aimed at strengthening your business, whether you are looking to optimize your business model, recruit into your office, or take your practice to the next level. Hear first-hand accounts of the Coaching Program experience from our advisors.

 

Results. Proven Systems. Customized Advice.
Systemize and simplify your business for success.

Tom Gau and Ken Unger of Million Dollar Producer help advisors build upon strong principals of financial planning and service to produce extraordinary results. Million Dollar Producer is one of the industry’s most successful coaches for advisors who operate high-level practices.

This one-year program focuses on:

• Converting accounts to fee-based and attracting a steady flow of new assets for those accounts
• Improving client attraction and retention by providing a high-level of value
• Creating mutual respect through an effective interviewing and client meeting process
• Utilizing a system for efficient processing through all procedures
• Adhering to a 12-month marketing calendar of meaningful activities for both clients and prospects
• Earning more and enjoying your life

The Exclusive Coaching Program is for producers who want current strategies and results. The systems and information are not just results of surveys or great thought. They are proven techniques and strategies that are currently working for financial advisors who run multi-million dollar practices. This program is best suited for financial advisors who generate at least $200,000 of GDC and have at least one dedicated staff person.

Give us two years, we’ll help you double your business.

Collaborative Coach was developed in-house by our professional team. With Collaborative Coach, you receive personalized coaching as you develop your business plan. You will reaffirm your core business philosophy and put a tactical action plan into place to maximize productivity. You will also work with a specialized home office coaching team to build efficiency into your daily practice.

The coaching specialists and marketing professionals are dedicated to helping participants who have a strong desire to improve their overall productivity and net profitability. Active participation in the Collaborative Coach program teaches advisors how to take their businesses to new levels of success and prosperity. Participants will understand how they achieve greatness and success by planning for long-term growth, fine-tuning their business plans, and examining their vision for the endgame.

Master your life and business and build in new habits of success and greatness.

Master Change Coaching is a new program developed to provide breakthrough tools to support your mission. You can achieve exceptional success in your highest areas of priority in life and business. Created and led by Keith Johnson and Erika Levasseur, the program brings some of the best ideas from the world of coaching, performance, and leadership thinking and applies them directly to your daily realities.

During this 15-week program, you will create and implement a self-designed program personally-tailored for your success and then learn how to put it into action. Through daily effort, accountability and sustained support of peer and professional coaching, advisors learn to test their own limits and take themselves to higher levels in both their personal and professional lives. You will leave the program having learned you can achieve priority stretch goals within a very short period of time. You will also discover new skills for ongoing lifelong success.

Master Change Coaching is appropriate as a first coaching experience, as well as a tool for advisors who have participated in other programs. You will be challenged to go deeper into specific areas you want to master.

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