Join us in San Diego ​| 4/24-26/2024​

EDUCATION IS IN OUR DNA

 

Brokerage Design & Development (BDD) provides intense practice management and sales training workshops over a 2 1/2 day period that are focused on growing your practice and increasing your overall efficiency. Our industry leading "Quantum Leap Workhops" are designed to take your business to the next level regardless of what your current production level is at.

These workshops are not product centric, but are geared towards improving your overall sales strategies, marketing plans, and practice management techniques that will help you run your business more effectively.

 

 

 

Practice Management:

  • Expanding Your Branch: How to Be a Great Sales Manager
  • How to Build a Wholistic Financial Planning Office
  • Your Next Quantum Leap: How and When to Add Your Associate Planner
  • How to Hire, Train & Compensate Your Sales/Service Assistants
  • Two Weeks to a Better Team: Taking Your Staff to the Next Level
Marketing:

  • How to Prospect & Increase Your Production Using Social Media
  • Hit Your Marketing Bulls-eye with Intimate Client Events
  • Filling Your Monthly Calendar via Seminar Marketing
  • Plug & Play Client Communication and Drip Systems
  • Marketing Your Business through the Power of Radio

Sales Strategies:

  • Transitioning to a Fee-Based & Advisory Model
  • Rolling in Rollovers: How to Foucs Your Business & Capture More Rollovers
  • Mastering the Ins & Outs of Social Security
  • Understanding Current Annuity Riders & Benefits
  • The Hybrid Model: Utilizing both Commission and Fee-Based Revenue to  Grow Your Business

The BDD Quantum Leap Workshops offer educational modules that range from basic sales/service assistant training to advanced financial planning strategies. The purpose is simple, by teaching advisors the most timely and effective methods for servicing their clientele, they are able to grow their business organically.

 

This approach benefits the customer, enhances the quality of an advisors practice and provides a model of healthy and steady growth. Our educational platform is dedicated to helping you cultivate your practice and take your business to the next level! Some of our most recent turn-key training modules include the following topics: