Learning Objectives & Outcomes:

– Enhanced Coaching and Mentoring for Financial Consultants and Agency Leaders with Specialised Programme Topics.
– Enable Financial Consultants and Agency Leaders to Amplify and Boost their Personal and Agency Production.
– Engage more Effectively with Clients and Prospects through Booster “ Power Of 3” Branding, Events and Leads Generation.
– Monthly Group MasterClass Support System for Financial Consultants and Agency Leaders to Grow their Insurance Business.
– Track Performance Management and Activity

Learning Methodology:
– Presentations / Lecture
– Hands-On Contact Learning
– Group Discussion Sessions
– Break Out Sessions with Mentors / Coaches
– Practical Application & Assessment

Inclusions & Deliverables:

Monthly One On One Personalised Coaching Session With Insurance Collective Resident Coaches

• Series Of 6 Monthly Coaching Sessions
• 60 Mins Per Session
• Portfolio Evaluation
• KPI / Target Review
• Play Lite / Play Hard Review

Monthly “ Close The Gap Half Day Monthly MasterClass”

• 1/2 Day Monthly MasterClass Programme
• 1 Core Topic & 3 Breakout Sessions
• Time: 10am to 1pm
• Total E- Learning Hours: 3 Hours
• Coaches / Mentors Engagement
• Introduction To MasterClass
• Booster Topic For The Month
• Booster Activity For The Month
• Messages Of Resilience by Pioneer – Financial Consultants & Agency Leaders
• Guest InsurAcademy Coach Session

Ala Carte  “ Amplifying Your Activities with The Insurance Business Canvas “ Monthly Coaching and Mentoring:

Choose What You Would Like To Do

• Series Of 6 Monthly Coaching Sessions
• Customised Insurance PlayBook
• 60 Mins Per Session
• Portfolio Evaluation
• KPI / Target Review
• Play Lite / Play Hard Review
• 2 x Monthly Group Connect Session

Closing The Gap To Your Goals “ with Booster Power Of 3: Branding / Events / Leads

90 Days Stay Phase Booster

• Choose Event Theme or Choose From Our Events Available Calendar
• Get Event Materials Personalize It and Send Out To Your Clients
• Get Pre & Post Webinar Script
• Get Client Feedback & Testimonial Template
• 1 x Power Of 3 Coaching & Mentoring with Insurance Collective Resident Coaches
• 1 x Group Pre Event Webinar: “Connect with Agency Leaders & Financial Consultants on Using Events for Client Retention and Client Acquisition – 1 Hour
• Engage Us To Host Your Webinar
• Guest Speaker

• Terms and Conditions: Maximum 5 Financial Consultants Per Event, Maximum 50 Clients