Services
Your advisor development partner
FPP is your advisor development partner, creating leverage for Network Offices in the ongoing, hands-on development of productive advisors and leaders across all ages and stages. In addition, we also create learning events for Agency Days, Special Events, or Client Builder learning sessions.
We simplify the complex and help advisors grow as salespeople, business owners, and planners.
While how we design work in any office is customized to your unique needs, it generally falls into a few key areas.
New Advisor Development
For: interns, U5 and newer advisors, and the mentors who support them.
Driving your advisor productivity and retention through skill building and language development on Products, Planning, and Practice Management, with Granum as the foundation, all in the context of the Art of Sales.
The focus is the Art of Sales in the planning process: the critical connections between the fact-finder and the PX, the most important decision points in the plan, and connecting the plan to products. Even more impactful than crafting effective language, learning the thought process will be game changing in multiple areas of their practices.
- Approach language advisors develop themselves, so they feel less scripted
- A more educational fact-finder and an uncomplicated PX
- Turning beliefs and values into decisions, and decisions into choices
- A simple, integrated planning conversation for younger prospects
- Deliberate learning plans for Annual Meeting and beyond
GDD/CUD Leadership Development
For: GDDs, CUDs, mentors and emerging leaders.
Developing your talent multipliers, utilizing a mentor-mindset framework that impacts their effectiveness as a leader and as an advisor.
Building the skills and tools that develop their confidence as leaders and maximize their impact on those they mentor. As a real bonus, the skills learned to become a great mentor will also help them be a much better advisor.
- The Mentor Mindset: high expectations and high support
- More questioning, less telling
- After Action Review: honest self-assessment, then feedback
- Culture work with Agency, Belonging & Cause and Me, We, Thee
Mid-Career Growth
For: established advisors, ensembles and study groups ready for the next level.
Accelerating growth through Practice Management beyond Granum. Helping advisors build a more substantial business plan, think bigger, and better leverage people/systems for next-level productivity.
With veteran study groups, I’m an active participant, bringing context and ideas from other advisors and firms I work with to the issues and opportunities they are experiencing today in their businesses.
- Business planning that uses constraints and inversion to force better decisions
- Facilitated peer conversations that challenge your thinking
- Frameworks and books worth studying together
Career Advisors
For: career advisors and firm owners planning their next chapter.
Defining the business/firm outcome they are building toward and developing the business plan to best maximize their business value for the ultimate retirement, sale, or partnership buy-out.
- Clarity on the firm you’re building and the outcome you want
- A business plan aimed at maximizing business value
- Preparing for retirement, sale, or partnership buy-out
Learning events
Agency Days, Special Events & Client Builders — learning sessions built for your office
Interactive sessions that engage advisors to develop their own language through a guided process. The goal is skills, confidence and success, and because of the excellent development you provide, stronger affinity to NM and your office.
Agency Days
Network Office sessions for advisor cohorts, interns, GDDs and leadership teams, from the Art of Sales to leader development.
Special Events
Learning built around the moments that matter, like helping advisors be deliberate about what they take home from Annual Meeting.
Driving FPP #21 →Client Builder learning sessions
Sessions for client builders and study groups when advisors really need to begin thinking as a business owner.
Driving FPP #4 →Sample day in your office
Morning
Interns and young advisors: an interactive workshop on the Art of Sales in NM’s planning process.
Afternoon
GDDs and others working on becoming better leaders: building skills and tools that develop their confidence and their impact on those they mentor.
How it works
Customized to your unique needs — a simple path
A conversation
A short call about where your office is headed and what is getting in the way.
A plan for your office
Structure an agenda that makes sense for your needs, people and priorities.
The work
Hands-on development, workshops and facilitation that get people thinking and practicing.
Follow-through
Tools like the After Action Review keep the learning going after the session.
[Optional: add engagement formats, typical length or pricing guidance.]
Reach out today to see how FPP can positively impact YOUR FPP.
Tell me about your office, your people and your goals for the year ahead.