Financial Advisor Training: Emotional Intelligence

At a certain point, most of the issues we have are all in our head. We’re not really in poverty. We’re not really struggling. It’s all created.

It’s time to get out of survival mode and into thrive mode. It’s time to conquer your fear of success so you can put yourself at ease in your life and in your practice.

You’re going to be more attractive. You’re going to be more comfortable in your own skin. You’re not going to self-limit. You’re not going to hold yourself back anymore.

In Master Your Mind, we show you, step-by-step, just how to allow success to come to you - how to stop wasting your energy on things you have no control over and start focusing on the things that matter most.

We interviewed the clients, staff members and colleagues of hundreds of financial planners to see what those people had to say about a planner that hasn’t mastered his or her mind. From those discussions, we uncovered the top thirty things that are perceived by others when you haven’t mastered your social and emotional intelligence skills.

Are you reading this list thinking these aren’t your problems? If so, then this is exactly the program you need.

• "She says inappropriate things at the wrong times.”

• “He has a hard time maintaining relationships with people.”

• “She yells in the office.”

• “He thinks force is the way to get things done.”

• “She's often interrupting people and trying to get her way across, rather than listening.”

• “He comes across as defensive.”

• “She tends to be very ‘fight or flight’.”

• "People aren’t at ease around him.”

• “People are afraid to make mistakes around her.”

• “When people hear he is coming to an event, they don’t want to show up.”

• “She’s a threat to office culture.”

• “He's confrontational in an uncomfortable way.”

• “Her courage comes across as arrogance.”

• “He's not relatable.”

• “She has mission breath.”

• “He's always trying to accomplish his agenda.”

• “She lacks self-control.”

• “He struggles to take feedback.”

• “If she read a list like this, the first thing she would say is ‘this is not me’.”

• “I feel I need to watch him, because I can't trust that he is going to keep things confidential.”

• “She is very reactionary when emotional events transpire.”

• “He is not aware of other peoples' feelings; he only thinks of himself.”

• “She can't tell when others are bothered or upset and pushes too hard, too much.”

• “He is socially awkward.”

• “She doesn’t spend time learning about others – she is totally focused on herself.”

• “He has a hard time managing other people.”

• “She comes across as controlling.”

• “He goes around pointing a finger versus pointing a thumb.”

• “She doesn’t meet people where they are at.”

• “For him, everything is always on fire.”

We’ll address how to handle each of these concerns and more in this program. You’ll learn how to get out of survival mode and conquer your fear of success, so that you can be more attractive and more comfortable in your own skin, in order to focus on the things that matter most.

Most gurus just say, “Here’s the gold dust,” but many advisors don’t know what to do with the treasure. Or it simply doesn’t work for the advisor. The point is that the gurus often don’t give the precursors as to why it works. Conversely, in this program, we will break down each and every technique to make it simple for you to understand. We will tell you why it works so that you can apply your knowledge to new situations day after day. In each circumstance, you will know how to master your mind and allow success to come to you.

This program will help you with thirty key areas of your practice so that this is what people say about you:

1. She says the right things at the right time.

2. He has an easy time maintaining relationships

3. She remains calm in the office

4. He listens and has conversations to get things done.

5. She is always listening to people and trying to make sure they feel heard.

6. He comes across as curious.

7. She tends to be very grounded.

8. People are at ease around him.

9. People are comfortable making mistakes around her.

10. When people hear he is coming to an event, they make a point to show up.

11. She strengthens our office culture.

12. He confrontational in a comfortable way.

13. Her courage comes across appropriately confident.

14. He is very relatable.

15. She has genuine, transparent intentions.

16. He's always trying to make sure other people s agendas are accomplished.

17. She is a master of self-control.

18. He is receptive to feedback.

19. If she were to read this list, the first things she would notice are the opportunities for her to improve.

20. I can trust him to keep things confidential.

21. She is very proactive and calm, emotionally.

22. He is acutely aware of the people around him.

23. She is attuned to when others are upset and responds appropriately.

24. He is socially pleasant.

25. She spends her time making learning about others and how she can relate and support them.

26. He seems to have an easy time managing others.

27. She comes off as inviting and collaborative.

28. He points the thumb at himself before pointing the finger at others.

29. She knows how to meet people where they are at.

30. Very seldom are things on fire for him, everything is usually under control.

By the End of this Program, You Will Learn How to...

Session #1: Master Your Own Skin

• Know yourself through strengths and weaknesses

• Embrace change in your life

• Know how to say "no"

Session #2: Master Your Social Attraction

• Build a robust emotional vocabulary

• Become more emotionally flexible

• Grow your social intelligence

Session #3: Master Thriving Rather than Surviving

• Become more curious about people

• Become a good judge of character

• Give and expect nothing in return

Session #4: Master Resiliency Amidst Adversity

• Let go of holding grudges

• Be difficult to offend

• Neutralize toxic people

Session #5: Master Your Life for Your Life

• Let go of mistakes

• Be ok with less than perfection

• Appreciate what you have

Session #6: Master Positivity

• Disconnect from the grind

• Stop negative self-talk in its tracks

• Keep your joy intact and healthy

Session #8: Master Your Grit

• Identify how gritty you are 

• Set up your environment for self-control

• Make your grit sustainable

Session #9: Master your leadership traits

• Master your character and concentration 

• Master your confidence and courage

• Master your capacity and consistency

Session #10: Master Your Mental Aptitude

• Create gratitude, curiosity, and optimism 

• Stay even-tempered and patient

• Maintain responsibility and realism

Session #11: Master Your Physical Dexterity

• Become more relaxed

• Get physically fit

• Develop strong body language

Session #12: Master Your Problem-Solving Skills

• Compete with yourself

• Take more effective risks

• Become a more skilled actor

Session #13: Mastery Your Self-Coaching Prowess

• Achieve coachability 

• Increase maturity

• Become more self-reliant

Why Rule the Room Financial?

There are three key reasons why Rule the Room Financial is different:

1. You’ll learn WHY it works. We don’t just show you how to do it or what to do. We tell you WHY it works so you can learn to “fish” on your own.

2. You’ll learn in YOUR unique communication style. We all communicate differently. That’s why every lesson is taught with four unique selling styles (fascinator, performer, inspirer, and energizer) taught by four of the top producing financial advisors in the country: Katherine Forrester, Chris Koon, Karl Dettmann, and Matt Heckmann.

3. You’ll be able to APPLY practical techniques right away. This training actually makes sense. World-renowned trainer, Jason Teteak, is able to decode the magic that happens when top reps are meeting with their clients. He then bottles up the secret sauce and presents it to you so you can easily understand how to use it in your own style and apply it to any situation.

How Is Master Your Mind Different?

This program is going to transform how you think and react to challenging situations. You’ll learn new techniques for stopping the negativity that holds back your success; how to live a happier life with gratitude, curiosity and optimism; and how to make yourself so naturally attractive to others that success simply comes to you. This course is going to pay for itself in no time and is exactly what you need to grow your practice.

You may have seen other “gurus” teach you how to be successful. Chances are, they gave you their language, and you may even use it verbatim. There is a 75% chance that they didn’t give you the right language for your style. Most gurus don’t explain why it works; they just assure you that it does. If you’re going to make up your own language, you need to understand the why.

The reason we are so excited to have you see John, Karl, Matt, and Chris dive into this is that through the process of being taught by them, you will find new pieces of gold within yourself that you didn’t even know were there. And these discoveries will help you become a better advisor. We’re going to prove it in this program with real case studies that will give you some amazing ideas for your own practice.

Our team has come up with some truly fantastic stuff. The techniques in this program will help you get over the debilitating self-talk and mind games that limit your true potential. It is exciting to see what you will uncover. One of these four communication styles will be right up your alley, and the others will offer good insight and may complement the things you’re already doing.

Testimonials

“This program has given me tactical, real techniques that have not only helped me survive but thrive better in this career. It also enabled me to embrace my natural style and find leaders who I can more easily emulate to propel my business further, faster.”

-Jessica Veitch, Financial Planner

“What you guys are doing is absolutely crucial to the success and growth of financial planners. I truly believe that you all will eventually replace all of fast tracks training and significantly modify red letter.”

-Scott Dunlap, Financial Advisor

“I have been to a few of these different seminars in the past, and Rule the Room’s  was by a very, very wide margin the best investment (of time and money) I have made in my practice. I immediately had the two biggest months of my career following this boot camp. I would recommend it to anyone who is serious about growing their practice, regardless of tenure.”

-Theodore Kuczarski, Twelve Year Veteran Financial Planner

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