Financial Advisor Training and Coaching

Financial Advisor Training and Coaching 2017-10-07T15:13:02+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 ($)
 Cost per hour $300one sessionno limitn/a$300 per hour
 Cost per hour $2752 per month126 months$3300
Cost per hour $2502 per month2412 months$6000
Team Coaching up to 10Frequency# SessionsMonthsFee ($)
 Cost per hour $5002 per month126 months$6000
 Cost per hour $4002 per month2412 months$9600
Onsite Consulting/Training at Your LocationHour(s)Fee ($)
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
International Speaking and TrainingN/A$12500 – $15000
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$2500
Other Programs and ServicesHourFee ($)
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

Business Development

  • 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