MIAMI BEACH, FL (SEND2PRESS NEWSWIRE) — The Colbeck Coaching Group offers an alternative training system for financial planners through the newly formed Financial Professional University. While most training for financial advisors focuses solely on practice management, Todd Colbeck of the Colbeck Coaching Group believes that training for financial planners ought to also help them improve their asset management and marketing skills. Todd Colbeck believes so strongly that his program accomplishes both these important objectives; his unique training seminars offer a 9-month money-back guarantee.
Ultimately, Colbeck assures us that; “This University will place all graduates in a better position to:
1. Acquire better clients
2. Accomplish better workflow techniques and ultimately have
3. Less Work, hopefully allowing them more time for family and personal pursuits.”
*(Photo Caption, above left: Todd Colbeck – Principal and Founder Colbeck Coaching Group.)
All this makes the job of being a Financial Planner so much more rewarding professionally, personally and financially.
The Colbeck Coaching Group is proud to announce the first Financial Professional University is to be held April 20-21st at the beautiful Sheraton Bal Harbour Beach Resort in South Beach, Miami, Florida. This first seminar will train financial planners on the four cornerstones of business development: sales and marketing, workflow mastery, employee engagement, and customer loyalty. Rod Hagenbuch, co-founder of the Quantum Leap Institute and Quantum Leap Securities and co-author with Richard Capalbo of “Becoming A Life Advisor, A Guide to the Ultimate Client Service Model” and “Investment Survival, How to Use Securities Research,” will present an introduction to marketing. In addition, LaSalle Bank will provide training on fixed income investing.
Future seminars will be held quarterly, taking advantage of world-renowned financial institutions located in exciting cities nationwide. The Chicago Board of Options Exchange will welcome the conference group for a tour of the trading floor during the June 22 – 23 program. Standard & Poors will offer Equities Research Training during the September 21 – 22 session, and trainers from a major university, still to be confirmed, will speak on Workflow Improvement on November 30 – December 1.
Over the past decade, Colbeck has coached hundreds of financial advisors to greater achievement in business development, marketing, and investments. He has lectured at over 50 conferences and educational training events, enhancing attendees’ mastery of the skills needed to succeed in business and financial services. Some of these presentations have been at such prestigious institutions as Standard & Poor’s, the Chicago Board of Options Exchange, the American Stock Exchange, and New York University’s Stern School of Business.
As the Northeast Region Vice President for Brokerage at American Express Financial Advisors, Colbeck consistently led his team to numerous awards for business achievement as the top-performing region in the country. Colbeck entered his MBA program in Executive Leadership at the University of Nebraska-Lincoln / Gallup University and graduated in August 2005. Completing this program puts him in an elite group of fewer than 100 people worldwide who graduate annually from the program. Todd now uses his leadership skills to show others how to achieve exceptional results by using their strengths as the fastest and happiest path to achievement.
*(Photo Caption, above right: Rod Hagenbuch – Co-founder of the Quantum Leap Institute and Quantum Leap Securities.)
Curt W. Coffman, co-author of First Break all the Rules (Simon & Schuster) and Follow This Path (Warner Books), has this to say about Todd: “…it is refreshing to see someone who has an impeccable understanding of leadership/executive development and global business strategy…Todd’s unique ability to connect to a leader’s strengths and help [him] create compelling vision and then execute a strategy is without parallel!”
All group training sessions are guaranteed for a full 9 months, and are supplemented by intervening booster sessions via podcast, teleconference, and webinar. More information about the Financial Professional University is available at http://www.ccgcoaching.com or by calling 1-800-203-7176.