Exemplar Financial Network provides results-oriented solutions that build equity in advisors’ business with programs designed to address the specific needs of their chosen business model. Exemplar guides advisors past the many perils and pitfalls of owning an independent practice. Recognizing the need for impartial mentoring assistance, Exemplar assembled hand-picked talent to create a focused collection of experience and resources.
A proven framework for creating sustainable growth enables us to effectively make positive improvements to advisors’ practice without disturbing their core competencies. Our structure provides a unique combination of online analytics, benchmarking tools, peer workshops, personal consultation and a variety of time-tested tools and resources. Exemplar is committed to helping good advisors become great.
- Field Development- strategic coaching, workshops, training, and consulting services
- E-Learning Programs - monthly webinars on a variety of advisor-requested topics, such as: best practice strategies, market commentaries, and software training
- Click 'n Plays - online sales, marketing, and product presentations
- Economic Conference Calls - monthly calls presenting expert viewpoints of the economic climate
- Focus Sessions - targeted programs presented by Exemplar Financial Network's leaders
- Top Advisor Meetings/Networking - advanced planning discussions and networking for our top advisors
- Regional Meetings - specialized training and education meetings conducted twice each year for all investment representatives
- [BootCamp]Kickstart School - a 3 1/2 day intensive training program preparing investment representatives for a successful financial planning-focused business