How can human Financial Advisors compete with Robo-Advisors? The answer to this question should be a simple one: Support clients with equal or better technology, and also give them a highly educated, highly skilled and highly emotionally intelligent human Financial Advisor to go along with it. Research with affluent individuals has shown that an affluent clients comfort level with the idea of financial self-management declines as their wealth level increases. When given the choice between a robot, a human or both the affluent client will almost always choose both. Provided, of course, that a relationship with the advisor in question is deemed to be indispensable and of great value.

Our High EQ Financial Advisor workshop is designed to immediately and positively impact participant EQ levels by working with them to understand and develop the personal development and relationship development mindsets and skill sets of the most successful Financial Advisors in the industry. This fast paced, highly practical and highly interactive program takes the EQ discussion beyond general theory by delivering industry specific functional best-practices that will challenge participants to elevate the quality of their personal growth and relationship development efforts.

Content Blueprint for The High EQ Financial Advisor Workshop

Module # 1: EQ - Foundational Theory

• Level 1, 2 and 3 Performance
• Emotional Intelligence (EQ) Defined
• Examples of High EQ & Low EQ Historical Figures
• The Financial Case for High EQ
• 7 Primary Emotional States
• Danger Zones & Comfort Zones
• Personal Competence vs. Social Competence
• Self-Awareness & Self-Management
• Social-Awareness & Relationship-Management
• THE High Performance Emotion: FLOW
• Introduction to the CARE Personality Model
• Introverts and Extroverts
• The Power of Empathy

Module # 2: High EQ - Personal Competence

• Self-Awareness
• Identifying Your Emotional Danger Zones | Comfort Zones
• Self-Management
• Managing Your Emotional Danger Zones | Comfort Zones

Module # 3: High EQ - Social Competence

• Social-Awareness
• Identifying Emotional Danger Zones | Comfort Zones in Others
• Relationship-Management
• Managing Emotional Danger Zones | Comfort Zones in Others

Module # 4: Practical EQ Skill Toolbox

• What is Functional EQ?
• High EQ Rapport Building Tactics
• High EQ High Impact Questions
• High EQ Listening Tactics
• High EQ Problem Solving Tactics
• High EQ Advisory Pitch Tactics
• High EQ Closing Tactics
• High EQ Negotiating Tactics
• High EQ Objection Resolution Tactics
• High EQ Team Selling Tactics
• High EQ Team Building Tactics
• High EQ Client Coverage Tactics
• High EQ Networking Tactics
• High EQ Business Development Tactics
• High EQ Conflict Resolution Tactics
• High EQ Correspondence Tactics
• High EQ Leadership Tactics
• High EQ Delegation Tactics
• High EQ Time & Productivity Management Tactics

Module # 5: High EQ Personal Growth Planning

• 7 Reasons People Don't Develop High EQ
• Staged Gradual Implementation
• Continuous Gradual Improvement
• Developing A Personal EQ Growth Plan

* Content Note - Millennium programs are highly customizable. Every client is different and every client has different objectives. All Millennium courses are tailored for delivery to match the strategy, client demographic, product mix and skill development needs of each client we work with. We work with you, leading up to the rollout of your courses, to customize content and specifically match lessons and approach to be the perfect fit for you and your team. All Millennium courses are available for delivery via instructor-led classroom session, webinar and/or train-the-trainer sessions.

Typical Base Workshop Pricing

• 90-Minute Keynote Engagement – $15,000 USD
• ½-Day-Courses – $595 USD per-participant
• 1-Day-Courses – $950 USD per-participant
• 2-Day-Courses – $1,250 USD per-participant
• 3-Day-Courses – $1,500 USD per-participant
• 3-Day Train-The-Trainer Course - $10,000 USD per-participant
• Single 90-Minute Webinar - $3,750 USD
• 10 Webinar Talk-Block - $35,000 USD
• 20 Webinar Talk-Block - $65,000 USD

★ Prices are based on a 25 participant workshop minimum