Financial Advisor Training and Coaching

Financial Advisor Training and Coaching 2017-05-10T14:57:22+00:00

Training for Financial Advisors

Speaking. Training. Coaching. Consulting

Trainer: Allyson Lewis

About The 7 Minute Life

The 7 Minute Life is a time management company dedicated to delivering life-changing ideas, books, planners, tools, worksheets, checklists, and training to help people improve their time management, increase their daily productivity, and achieve meaningful goals. With The 7 Minute Life you can take small steps every day that translate into big life changes. Allyson Lewis founded Seven Minutes, Inc. in 2006.

We teach time management, goal setting, communication, and strategic planning ideas, strategies and tools to help you become more deliberate about the life you lead. Time is how you experience life. Your time and your energy are both finite resources. By prioritizing your core values, creating your written purpose statement and establishing your 90-day goals, you can reconnect with life.

By clearly understanding the coaching and consulting needs of the organization, Allyson Lewis provides targeted coaching, consulting, and content from her pioneering time management concepts from The 7 Minute Life. Seven Minutes, Inc. was formed in 2006 because of the need for financial advisors to improve their time management, productivity, and efficiency in order to serve clients, increase gross production revenues, and improve work/life balance.

About Allyson Lewis

Allyson Lewis is an international time management expert and best-selling author of four books. She works with people who feel crushed by their busy schedules. Her mission is to help people declutter their minds, learn better time management, increase their daily productivity, and feel more confident at work and at home. Her enthusiasm is believable and contagious.

Allyson Lewis passed the Series 7 when she was 22 years old. She was a successful financial advisor for 30 years. As a speaker, trainer, and executive coach she works with companies, teams, and individuals to set goals, increase revenues, acquire net new assets, improve communication, develop repeatable processes and systems, overcome distraction, beat procrastination, and have time to reengage with life.

Lewis has delivered more than 10,000 hours of training and coaching. Her clients include Kellogg’s, Walmart, Morgan Stanley, Northern Trust, IMCA, and the FBI. She has been a guest on CNN and Bloomberg Information TV. Her work has been seen in Investor’s Business Daily, Advisor Today, Morningstar, The Los Angeles Times, The Chicago Sun Times, Woman’s Day, Family Circle, Success Magazine, Real Simple Magazine, and Fast Company.

On Boarding into Your Coaching Process

Part 1: Discovery

  • Gather Data – Information and Assessments
  • Understand What Motivates and Inspires the Participant
  • Review Personal Development Areas of Interest

Part 2: Coaching Goals

  • Set Coaching Goals and Objectives
  • Create Coaching Plan
  • Create Measurable Metrics

Part 3: Implementation and Accountability

  • Implement the Coaching Plan
  • Monitor Progress
  • Review and Recalibrate as Needed

Programs / Offerings

Individual CoachingFrequency# SessionsMonthsFee ($)
one sessionno limitn/a$400 per hour
2 per month126 months$6000
2 per month2412 months$10000
Team Coaching up to 10Frequency# SessionsMonthsFee ($)
2 per month126 months$9000
2 per month2412 months$15000
Onsite Consulting/Training at Your LocationHour(s)Fee ($)
Single Day Onsite up to 7$5000 – $12500
Consulting/Training held in Jonesboro, ArkansasHour(s)Fee ($)
Single Day in Jonesboroup to 7$2500
Multi Day in Jonesboro – Each Additional Dayup to 7$2000
SpeakingHour(s)Fee ($)
Corporate KeynoteN/A$5000 – $12500
Conference KeynoteN/A$5000 – $12500
Sponsored KeynoteN/A$5000 – $12500
Client KeynoteN/A$5000 – $12500
Breakout SessionsN/A$5000 – $10000
Small Group SessionsN/A$5000 – $10000
Multi-Day Programs
Day Oneup to 7 hours$5000 – $10000
Day TwoN/A$5000
Day ThreeN/A$5000
Day FourN/A$2500
Day FiveN/A$2500
Other Services for the Financial Services IndustryHourFee ($)
WebinarsN/Apriced per project
Train the Trainer CurriculumN/Apriced per project
Material Content CreationN/Apriced per project
Material and Video Content CreationN/Apriced per project

Speaking/Training Topics/Delivery Methods

Are you looking for a Keynote Speaker for your next event? Allyson Lewis’s presentations are known to have a lasting effect on organizations and their people.

Call us now to find out if she is available to speak at your next event: sales meetings, annual meetings, conferences, seminars, client events, nonprofit events, or fundraisers.


Are you looking for a Breakout Session Speaker for your next event? Allyson Lewis’s breakout sessions are fast-paced and have the ability to offer audience participation.

Call us now to find out if she is available to speak at your next event: sales meetings, annual meetings, conferences, seminars, nonprofit events, or fundraisers.


Small Group Training is based on facilitated interactive learning. Our small group training events invite the participants to learn through: seeing, hearing, writing, speaking, and teaching one another.

Call us now to find out if she is available to speak at your next event: sales meetings, annual meetings, conferences, seminars, nonprofit events, or fundraisers.


Are you looking for LIVE Webinar Training?

Almost all of Allyson Lewis’s training programs can be taught online. There are multiple reasons to hire Allyson to deliver her live training online including:

  • geographically diverse locations
  • team members in different countries
  • to reduce travel expenses for high quality training
  • simplicity

Our webinars can be accessed on desktop, laptop, and mobile devices – and, is available for domestic and international training at the same time. All presentations have audio and video recording capabilities.

Are you looking for an online training solution? We would love to talk to you.


Nano-Learning and Micro-Learning

The 7 Minute Life is now offering nano-learning online courses. Sometimes known as micro-learning, is built on an eLearning platform delivering educational instruction in relatively small segments. The ideal length for a micro-learning segment is 10-minutes or less. This training portal provides flexible access to top-rated content for business development and personal development.

Content Development and Curriculum Design 
Allyson Lewis and The 7 Minute Life will work with your company to create customized and targeted Nano-Learning courses. Pricing for content development and curriculum design are quoted on a per project basis.

Our Nano-Learning platform is device agnostic, works on desktop, laptop, and mobile devices – and, is available for domestic and international training at the same time.

Are you looking for nano-learning courses? We would love to talk to you.


Core Competencies

  • Time management skills and results
  • Business Growth through building a profitable and efficient team
  • What you need to do to increase your gross production revenues
  • How many net new households should you be opening
  • Planning for the future
  • Managing a business
  • Reviewing your assets under management
  • Increase your daily productivity
  • How to create a business plan that drives your practice management
  • Strategic goal setting
  • Building a framework for daily, weekly, and monthly goals
  • Improve your sales skills to increase client acquisition
  • Creating behavioral changes – the brain science behind lasting change
  • Repeatable processes and systems
  • Gain foundational understanding of how to structure an efficient day
  • Learn how to use repeatable processes and  systems
  • Benefit from tools, worksheets, and checklists
  • Get the most out of everyday
  • How to get rid of your to-do list
  • Discover how work from a written daily plan of action
  • Develop a personal tracking system to monitor your daily progress and your written goals
  • Set meaningful goals
  • Right brain selling: story telling, client relationships, listening
  • Left brain selling: investment strategy, portfolio creation, performance monitoring
  • Who to prospect
  • Preparing to prospect
  • What to say to a prospect
  • Discuss the basics of body language and selling
  • How to streamline your new account on-boarding process
  • Improve your public speaking skills
  • What are your highest value activities