Virtual Workshops and Webcasts for Team Development

Workshops are designed to educate, enhance skills, and foster team alignment. Each session incorporates breakout discussions for in-depth content exploration, decision-making, and actionable plans at a time when the topics are most relevant for immediate execution on learnings. Participation covers all workshop materials as well as a follow-through session for questions and to finalize implementation. To maximize benefits, we recommend full team participation from a single location. If the scheduled time isn’t convenient, a dedicated session tailored to your team is also an option.

Webcasts will provide your team with timely expert insights, actionable content, and essential materials for execution. Each on-demand session allows the convenience to pause, rewind, and revisit any section, ensuring your team absorbs every crucial detail. Registration includes 2 upon request follow-up sessions within 30 days of receipt of the webcast and resources. Follow-up sessions are dedicated to addressing questions and solidifying the implementation process.

Click a topic to see our workshop and webcast offerings!

Recruiting

Building Effective Campus Strategies

Empire Growth Partners will guide your team in crafting and implementing a campus development strategy aimed at boosting your presence, establishing and nurturing new Centers of Influence (COI) relationships, and strengthening existing ones to generate valuable campus leads. This workshop offers dedicated time to formulate a campus development plan for the upcoming academic year and initiate its execution. Topics include:

  • Segmenting or Re-segmenting Campuses
  • Assessment of Campus Database
  • Evaluation of Campus Source Effectiveness
  • Analysis of Previous Academic Year Events for Continuation or Adjustment
  • Identifying Opportunities and Crafting an Execution Strategy
Why prioritize this workshop in June?
Peak campus recruiting season has concluded, allowing for a comprehensive review of accurate data. By establishing a clear campus plan of action in advance of the new school year, it minimizes the workload once the academic year begins.

Optimizing Your Internship Selection Process

Empire Growth Partners will guide your team through our recommended internship selection process, covering each of its three stages. Gain valuable insights into the systems and procedures needed to effectively engage with candidates throughout the process. This workshop allocates time for the team to determine who will be facilitating each step, outline their execution approach, and delve into the necessary content and materials for implementation.

Why prioritize this workshop in July?
During the summer months, which are typically a non-peak period in campus recruiting, your team can dedicate more time to refining the selection process. By adjusting strategies and materials beforehand, your team will approach the new recruiting cycle with confidence in a system to select candidates.

Optimizing Your Full-Time Selection Process

Empire Growth Partners will guide your team through our recommended full-time selection process. Gain valuable insights into the systems and procedures needed to effectively engage with candidates throughout the process. This workshop allocates time for the team to determine who will be facilitating each step, outline their execution approach, and delve into the necessary content and materials for implementation.

Why prioritize this workshop in December?
The end of a calendar year is a great time to fine-tune your selection process strategies before the commencement of a new year.

Productivity

Designing a Captivating Internship Onboarding Experience

Empire Growth Partners will lead your team in implementing an internship onboarding process aimed at increasing offer accept to contract ratios and ensuring interns are well-prepared for a fast start. Within the workshop, specific time will be set aside for the team to define roles and responsibilities for each stage, ensuring clarity among all members. Key areas covered include:

  • Clear communication of onboarding expectations prior to extending an offer.
  • Timely completion of contracting and licensing procedures.
  • Onboarding Business Fundamental tasks such as Market Development and learning language.
  • Hosting a Readiness Workshop prior to Introductory Financial Planning Academy (IFPA).
Why prioritize this workshop in February or October?
Participating in this workshop during either of the offered months provides your team with the time needed to integrate processes for the two IFPA classes that tend to draw the highest number of candidates: May and January.

Crafting Your IFPA Experience: Webcast

Empire Growth Partners leads this webcast to meticulously dive into the structure, timeline, and resources pertaining to our highly recommended 'Introductory Financial Planning Academy' (IFPA). The primary objective of IFPA is to establish and execute an experiential learning environment that not only imparts knowledge, but profoundly instills confidence within your interns. This unique webcast includes a flexible and fully customizable 5-day schedule, designed to help your interns embark on a journey of rapid and sustained growth.

Within 30 days of receiving the webcast and resources, you will be granted an exclusive opportunity to schedule two personalized sessions with one of our distinguished certified trainers at EGP. They will provide in-depth reviews of the schedule you craft, offering insights, feedback, and guidance based on your engagement with the webcast and resource review.

Designing Effective Weekly Training Curriculum: Webcast

Empire Growth Partners facilitates this webcast with an aim to empower your internship team with the knowledge and expertise required to develop and deliver the most impactful training content for your interns. The focus revolves around training and skills categories, designed to instill unwavering confidence in your interns, enhance their client service capabilities, and elevate overall productivity within your organization.

Within 30 days of receiving the webcast and resources, you will be granted an exclusive opportunity to schedule two personalized sessions with one of our distinguished certified trainers at EGP. They will provide in-depth reviews of the curriculum you craft, offering insights, feedback, and guidance based on your engagement with the webcast and resource review.

Back to School Engagement: Webcast

Empire Growth Partners leads this webcast to help internship teams discover the key to setting your internship program apart from the rest. We will guide your team through a 5-step process designed to prepare interns for a seamless transition from the summer to the fall. You'll leave with a comprehensive Quarterly Development Training Plan that ensures your interns remain active, engaged, and highly productive during their fall Internship experience.

Within 30 days of receiving the webcast and resources, you will be granted an exclusive opportunity to schedule two personalized sessions with one of our distinguished certified trainers at EGP. Our trainer will review your plan for smoothly transitioning your interns from summer to fall, offer valuable insights, feedback, and guidance based on your engagement with the webcast and resource review.

Conversion

Cultivating Conviction in Your Conversion Process

Empire Growth Partners will guide your team through our recommended two-part conversion process. This process is tailored to enhance intern awareness of the full-time career opportunity, enable your team to make informed decisions regarding an offer, and establish a robust roadmap for a seamless transition from the internship into the full-time career for those who convert. Teams will have the opportunity to discuss how to conduct each step, determine their execution strategy, and explore the essential content and materials for implementation.

Why prioritize this workshop in January or September?
The majority of interns graduate in May or December. Attending this workshop in either of the provided months will facilitate the implementation of processes aligned with these two key timeframes.

Create a Third Growth Funnel with the Financial Advisor Development Program (FADP)

Empire Growth Partners will lead your team in discussing the significance of the Financial Advisor Development Program (FADP) for graduating seniors and its potential as a powerful growth model for your office. (Formerly known as the Post Graduate Program). This session will focus on the selection process for FADP candidates including engaging language as well as the onboarding, training, and development structures for participants of your FADP.

This workshop allocates time for the team to outline their execution strategy and review the necessary content and materials for implementation.

Why prioritize this workshop in January or September?
Most students graduate in May and December. As seniors begin their search for opportunities in the months leading up to graduation, it is important for your team to have confidence in their ability to select, onboard, train, and develop these candidates. This involves having the appropriate materials and resources, along with a clear delineation of responsibilities for each step.

Leadership Development

Activity Coaching Techniques for Intern Success

Empire Growth Partners will lead an interactive workshop designed to empower and boost the confidence of activity coaches. We will provide comprehensive training, execution strategies, and actionable techniques tailored for interns' success.

Key Workshop Highlights:

  • Education: Gain insights into the Activity Coach's role, understand the Granum Business Model for Interns, and leverage the New Client Acquisition Chart to provide your interns with a distinct advantage.
  • Execution: Learn how to conduct effective Activity Coaching Meetings, build trust as a coach, and differentiate between explicit and implicit expectations.
  • Implementation: Put your knowledge into practice through scenario-based role-play, emphasize the importance of "Inspect What is Expected," and explore a range of valuable tools and resources.
Why prioritize this workshop in March?
As summer approaches, teams begin gearing up for their interns' development. Prioritizing the enhancement of activity coaching skills in your leadership team and equipping them with effective techniques before the arrival of summer interns will better prepare your team and boost their confidence in guiding interns to achieve the activity levels required for success.

Elevate Your Training Skills

Empire Growth Partners will lead an interactive session offering insight into six distinct learning styles and will deliver a straightforward yet powerful strategy to promptly elevate your training environment. Participants will receive a range of concepts for establishing a more impactful and engaging setting appealing to a variety of learners.

Why prioritize this workshop in April?
The summer months typically see the highest attendance for both internship and full-time training classes. By equipping trainers in advance, they will have the time needed to fine-tune the sessions they will lead and implement any necessary adjustments.

Infrastructure

Annual Internship Strategy Summit

Empire Growth Partners will provide education, guidance, and dedicated breakout sessions to empower and alignment your team in developing practical and attainable goals and strategies focused on conversions, contracts, recruiting activities, and production. In preparation for the Annual Internship Strategy Summit, your team will receive directions on gathering data and discussion prompts for assessing previous years' internship outcomes. These insights will be thoroughly discussed and considered when crafting goals and strategies for the upcoming year at the Summit.

Why prioritize this workshop in August?
Establishing annual goals well in advance of the new year empowers your team to take a proactive stance in shaping recruitment efforts and initiating strategic plans. Given that the recruiting cycle and onboarding process often extend over several months before a contract is achieved, it underscores the significance of your recruiting team's early grasp of essential front-end activities such as leads, initials, and in-depths, which will begin the year prior.

Annual Full-Time Recruiting Strategy Summit

Empire Growth Partners will provide education, guidance, and dedicated breakout sessions to empower and alignment your team in developing practical and attainable goals and strategies focused on full-time contracts and recruiting activities. In preparation for the Annual Full-Time Recruiting Strategy Summit, your team will receive directions on gathering data and discussion prompts for assessing previous years' full-time recruiting outcomes. These insights will be thoroughly discussed and considered when crafting goals and strategies for the upcoming year at the Summit.

Why prioritize this workshop in August?
Establishing annual goals well in advance of the new year empowers your team to take a proactive stance in shaping recruitment efforts and initiating strategic plans. Given that the recruiting cycle and onboarding process often extend over several months before a contract is achieved, it underscores the significance of your recruiting team's early grasp of essential front-end activities such as leads, initials, and in-depths, which will begin the year prior.

Contact Us to Learn More About How to Register, the Investment, Dates, and Times

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