Comprehensive Training

The Strategies' Mentorship Program:

What is mentorship?
  • Teaching
  • Learning what resources new associates have & building upon them
  • Developing goals
  • Developing leaders
Why is it important?
    • Ability to learn from the best
    • Personal development
    • Demonstrates how to create relationships, which is the most important part of the producers process
  • Consistent work with Senior FR’s
  • Develops a new breed of financial planners:
    • Focuses on building relationships with clients that are lifelong and based on trust rather
      than on short term gain
    • Primary driver is being of service
    • Clients go to for all of their financial planning needs
    • Excel at being a role model for authenticity
  • Formal program brings:
    • Accountability
    • Relationships

Advisor Breakdown by Age Group


Advisor Breakdown by Background



Personal Development/Learning Opportunities:

  • Ron Willingham – Integrity Selling, Integrity Coaching, & The Customer
  • Bill Grimes – Managing Goal Achievement
  • Faye Mandell – Managing Everyday Conflict: Living in the Present Moment
  • Steve D’Annunzio – Soul Purpose Institute & Mission Driver Advisor

“Continuous effort – not strength or intelligence – is the key to unlocking our potential” - Winston Churchill


  • CFP
  • ChFC
  • FSCP
  • CLU
  • Monthly training calendar

Suggested Reading:

Without continual growth and progress, such words as improvement, achievement, and success have no meaning. -Benjamin Franklin

  • “The Game of Numbers”
    – Nick Murray
  • “Start with Why”
    – Simon Sinek
  • “Client-centered Service: How to Keep Them Coming Back for More”
    – David Cottle
  • “Hug Your Customers: The Proven Way to Personalize Sales and Achieve Astounding Results”
    – Jack Mitchel
  • “Million Dollar Networking: The Sure Way to Find, Grow, and Keep Your Business”
    – Andrea Nierenberg