NextGen Financial Advisor Coaching and Training

Our personalized and experiential financial advisor coaching and training programs are designed to help in the following ways:

• Bring your NextGen talent up to speed quickly
• Increase practice productivity and profitability
• Increase the valuation of your organization
• Successfully implement a succession plan

All of our programs are custom designed so that the skill sets of your team align with your organization’s long-term vision and goals. What’s more, since we believe experience is the best teacher, participants in our programs are tasked with assignments after each call or training session that require them to put what they’ve learned into practice and to report back on their results.

NextGen financial advisors can participate in our coaching program individually or with another associate in the practice. While each program is designed for the participant’s unique needs, areas of focus typically include the following topics:

• Brand definition, messaging, and social media presence
• New business development, including generating client referrals and cultivating center-of-influence relationships
• Mastering the sales process which includes conducting intelligent discovery
• Deepening relationships with existing clients to maximize share of wallet and ultimately build relationships with extended family members
• Building leadership and management skills, which can include establishing and achieving goals, leading through effective communications, developing and managing junior associates

Client Testimonials

I started working with Ani during my transition from institutional money manager to a new position as a financial advisor. She helped me expand my skill set by creating a personalized program so that I am better prepared to build strong centers of influence, prospects, and client relationships. Ani held me accountable by providing assignments after each session to practice in a real life setting, while also being extremely flexible when work schedules got too hectic. She is motivating and methodical in her approach which helped me up my game in a short period of time. I highly recommend her to any financial advisor looking for a customized coaching experience that leads to results.

— Megan Bosco, CFA®, CFP®, Wealth Dimensions

Typically offered for firms with a group of financial advisors it wants to groom as future leaders, this program custom designed for each client to align with its top goals and long-term strategic plan. The training is delivered through a combination of live online small group instruction with follow up individual or paired coaching calls.

Contact Ani to set up a conversation about how you could benefit from Excella’s NextGen Financial Advisor Coaching and Training solutions.