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How to be a Successful Financial Consultant

Achieve all your goals and rise to the top of the industry!

How to be a Successful Financial Consultant

Selling insurance and financial services in today's market requires a totally different game plan and skills than it did just a few years ago. While the products may still be similar, the customer acquisition and follow up process has changed significantly.

 

With Do Not Call registry, rising popularity of social media and messaging apps, the traditional methods of networking, cold calling, prospecting and even customer acquisition is no longer effective and in some cases even illegal.

In this program, you will learn numerous strategies that will help you acquire loads of warm qualified leads, implement an automated system to keep in touch with them and subsequently make an appropriate recommendation when the client is ready to buy.

By capitalizing on social media and marketing automation softwares, you will be able to achieve in minutes the amount of business activities which previously took you weeks and even months to perform. Social media and digitalization has taken over a large part of our lives and will have a greater impact going forward. The ability to embrace and leverage on it will significantly enhance your effectiveness, productivity and success.

 

This program is conducted over 3 days and covers the following topics:

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2
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Target Audience

Financial Services Consultants
Insurance Agents
Insurance Brokers
Anyone Selling Insurance or Financial Services
 

Testimonials

Calvin Lee

Digital Agency Leader of the Year 2019

On top of other systems and processes we have, the work done on email automation is definitely a consideration when I won the Digital Agency Leader of the Year Award. It helps us to be more efficient and productive, using such email automation technology.

Thaddeus Gay

Senior Financial Services Manager

My client told me she just saw the email and wanted to ask me about it. So I explained more and managed to schedule an appt the next day. She also said she will bring down her cheque. I was totally blown away by its effectiveness.

Samantha Lim

Master Financial Consultant

Thanks for a great session on Email Prospecting. It was very useful and I was surprised at the speed of response from my prospects. A simple mailer sent to a group of 22 secured the first deal in 30 mins! Wow.

 

3 Days Program:

The Syllabus

Can we have our ceremony on site and if so, is that an additional cost?


Most of our Brides choose to have both their wedding and reception on site at Brookdale Farms. We can even provide seating and a rustic arbor if desired. The cost to have your ceremony at Brookdale Farms is $500 with reception or $1,500 for ceremony only.




Can we use our own caterer or liquor package?


No. We have a contract with Andres Banquets & Catering, meaning that they are the sole catering provider for weddings at Brookdale Farms. They take on the full responsibility for the catering of the event, working to ensure that you and your guests enjoy delicious food on your special day. There are many great menu items to choose from. Click here to view menu choices. For the safety of our guests, we cannot allow outside alcohol to be brought into Brookdale Farms. Brookdale Farms has a liquor license and will provide all of the bar services required.




Can we decorate The Barn?


Yes, you can decorate The Barn to your liking. We even have pieces which you can use at no charge.




Do you have a room which the bride/groom can use before the ceremony?


Yes, we have a variety of locations on our property which can be used by the wedding party throughout the day.




Do you offer rehearsal dinner packages?


When you book with us, you receive a complimentary one-hour rehearsal time for your wedding. In addition, we also offer rehearsal dinner packages as well.




Can I bring in my own cake, DJ, etc.?


Yes, you can use your vendors for everything except catering.




Can we take pictures on the farm?


Yes! We have 180 acres of land that are yours to take pictures on. Many brides have enjoyed taking a hayride around the farm with their wedding party for pictures. Some brides have shot the Pumpkin Cannon in the fall, while others like to use our petting zoo for photo opportunities. The possibilities are endless.




What do I need to secure my date?


We require a $1,000 deposit in order to secure the date. The remainder is due two weeks before your wedding.




I think I want to have my wedding at Brookdale Farms. What do I do next?


Give us a call at (636) 938-1005 to set up a time to meet with our Wedding Coordinator. During this visit, you can view the different locations available to you, learn more about your options, and gain inspiration for your dream wedding. In order to secure your date, we require a $1000 deposit.




Does Brookdale Farms help set up on my wedding day?


Yes. Two weeks before the big day, we will have a final meeting to discuss details including food, beverage preferences, table and chair setup, and ceremony location. Brookdale Farms will set up for the ceremony itself; all you need to do is show up.




What is the cost to have my wedding at Brookdale Farms?


Brookdale Farms is an affordable wedding venue for your dream farm wedding. The final cost is determined by the location you rent on our property, the day of the week you choose for your event, the number of guests and food and beverage choices. For Friday and Saturday evening weddings, there is a 150-person minimum and a 100-person minimum for Sunday weddings in peak wedding months. Cost for Ceremony - $500 with reception or $1,500 for ceremony only Reception Rental Cost

  • $3,500 - The Barn (holds 250 people) *Includes Wedding Day Coordinator
  • $2,500 - The Barn (Sunday afternoon or evening) *Includes Wedding Day Coordinator
  • $750 - The Pavilion (holds 150 people max)
  • $2,000 - The Pavilion and Tent (holds 350 people)
  • $1,500 - Tent (holds 275 people)
Sunday 3 in 1 Booking Special Take the burden out of planning your dream wedding. Our Sunday 3in1 Special includes venue rental at Brookdale, Photography by Elegant Illusions, and DJ Services by Dre Thomas Dj Services. Use all three vendors and experience a savings of over $1000 if inquired about. Clients MUST call Danyelle at 636-938-1005 x5 for more details and to ensure all three vendors have availability. Food & Beverage Package
  • $50 per person - Friday and Saturday Evening*
  • Our pricing for children ages 2-20 is on a sliding scale starting at $19 per plate
  • $46 per person - Sunday afternoon or evening
  • Our pricing for children ages 2-20 is on a sliding scale starting at $19 per plate
  • Tax - 6.75%
  • Gratuity - 15%
  • Additional food and beverage options are available for a fee. Please visit our wedding menu page for options.
  • Packages include 4-hours of Open Bar.
Optional Wedding Day Coordinator For Tent / Pavillion Rentals
  • $400 - Hands-on help to ensure your wedding day is free of stress. Our Wedding Day Coordinator will help manage your itinerary, manage your vendors, help with set-up and so much more.





 

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