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The Client Focused Advisor

The Client Focused Advisor Program is the only work of its kind. It teaches you how to read the person in front of you, prospect, client, manager, co-worker or anyone you desire to influence. Before you finish shaking hands, you will know the other person’s communications style, values and preferred decision process. The CFA program shows you the most effective way of “speed reading” people ever developed.

Ever wonder why you click with some people, but with others you’re like oil and water? People are so different. That extends to how they make decisions. Why some prospects make decisions only after careful study of all the data, while others ignore the data and rely on gut and others who rely on testimonials.

Decision-making style is just one of dozens of ways in which people differ. To succeed at a higher level, you need to learn how to tell them apart and how to appeal to them. That’s where the Client Focused Advisor program comes in. We’d be foolish to proceed as if their decision-making style mirrors our own. You will learn specific steps to enhance your ability to build trust and create instant credibility.

The CFA program integrates the latest research of Neuroscience and Behavior Psychology and is a perfect fit for advisors and professionals that use a Consultative Sales process.

The model was developed utilizing the resources and assessments of Dr. Tony Alessandra, Take Flight Learning and About People.

The benefits of attending this dynamic workshop include:

  • Learn the language that increases receptivity and triggers commitment

  • Improve team synergy, motivation and communications

  • Tailor your presentations to meet the needs of all (4) Buying styles

  • Learn how to dramatically increase the quality and quantity of Referrals

  • Double your pipeline by understanding buyer motivation and decision style

  • Improve Communications and Advocacy

  • Accelerate the decision process and improve the predictability of sales results

  • Improve relationships with clients, colleagues and family members.

  • Program participants will receive a 27- page personal assessment

  • This presentation has been approved for (1) CFP CE Credit.

  • Full presentation details & Paul's bio can be found HERE

  • Sample of free Behavioral Assessment can be found HERE.

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Take Flight DISC Certification (Part II)

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May 24

Take Flight DISC Certification (May 24-25-26)