COURSES
Prospect to Prosper Bootcamp
3-week self-paced course
If you feel like prospecting is way harder than it needs to be, then the Prospect to Prosper Bootcamp is for you! We’ll get down to business by helping you identify your “uniquifier” - that special something that makes you stand out among the competition.
The course will cover:
The past, present & future of prospecting
Kristin’s “KNOW Your People, FIND Your People, LOVE ‘Em Hard” philosophy
THREE UNIQUE marketing, prospecting, and business development strategies used by our top advisors to help you easily attract your A+ clients.
Finding your “Prospecting Sweet Spot”
Developing a thorough & successful prospecting plan
How to engage all those A referrals once you get them1
Stop hounding friends and clients for referrals, and learn how to ATTRACT your ideal clients, the right way!
Investment: $197
Client Gifting Course
The concept of loving on your clients—part of our "KNOW your people, FIND your people, LOVE 'em hard" motto—highlights the essence of going above and beyond in showing appreciation and care for clients. This not only helps in making a lasting impression but also in building a strong, emotional connection that can lead to loyalty, repeat business, and referrals.
Our Client Gifting mini-course sets the foundation for a powerful approach to client relationships.
You will learn to:
Leverage gifting as a strategic tool to deepen relationships and to differentiate yourself from other advisors
Identify client gift preferences
Budget for your annual gifting & engagement strategy
Develop elevated packaging & messaging for your gifts
Deliver your gifts with impact!
We’ve even tossed in our Gift Guide! Updated each year, this resource lays out ALL of favorite gifts for every one (and every category) on your list.
Investment: $97
Client Events Course
Events are NOT merely gatherings, but opportunities to build lasting connections, to understand your clients' more profoundly, and to show appreciation that goes well beyond the business.
In this mini-course, you will learn to:
See how well-planned client events can significantly enhance client loyalty, referral rates, and ultimately contribute to a more robust business foundation.
Set strategic goals for your events
Budget for your event
Choose the perfect venue
Plan & execute a flawless event (down to the finest detail)
Develop a post-event strategy to keep the impact going
The course also includes our Client Event Idea Guide which details a variety of events (for a wide range of audiences & target markets) that have been successfully executed by our team and our private advisor clients.
Investment: $97
Leveraging LinkedIn
Masterclass
This course features top-tier strategies, which teach you how to harness the power of LinkedIn to grow your client base, braoden your reach, and increase your revenue.
You will learn to:
Develop a profile that stands out
Create content that resonates with your target audience
Identify & connect with your ideal clients
Build connections the right way
Engage clients and prospects (without being “salesy”)
Learn the secret power behind LinkedIn Navigator
Create an effective strategy & alleviate mindless scrolling
Plus…we’ll cover other tips & techniques specific to ayou and your business!
Investment: $47
Leveraging AI Course
COMING SOON
Tailored for financial advisors, this course will help you integrate Artificial Intelligence (AI) into your practice. We'll guide you through using AI to understand, attract, and engage your clients, offering personalized, standout services. Alongside best practices, we include top tool recommendations and practical prompts for AI integration. You’ll learn to blend innovation with your unique touch to not only meet but exceed client expectations. Transform your advisory approach with AI, fostering stronger client connections and driving your business with both intelligence and heart.