Getting The Most From The Money Concepts University

Our University is at the heart of the Money Concept Business System, networking is the soul. Increasing the education, performance and skills is what the University is all about. It starts with our training program, The Wealth Management Symposium, fourteen classroom sessions covering all aspects of financial planning from the sales cycle, basic to advanced planning technique. Learn new products and services through our Regional Product Marketing Workshops. Our semi-annual Council of Presidents meetings, held regionally provide topical information, and networking opportunities. Our Annual Financial Planning Congress focuses on prospecting, sales, referrals, and client service. And our Annual Planning meeting helps you develop your marketing and business plan for the upcoming year. Quite frankly our Money Concepts University is without peer in the industry.

Steps To Get The Most From The Money Concepts University Program

Understand The Purpose Of Each Session:

• The content and the participation level differ from one meeting to another. Make sure you are aware of each meetings primary focus and be prepared accordingly. It is Money Concepts resp
• It is Money Concepts responsibility to have valuable content at each meeting. It is your responsibility to add value to the process.

Adding Value:

• Come prepared to work.
• Show up on time, be respectful, and turn off any electronic distractions.
• Be positive, no one wants to hear your negative comments they have enough problems on their own. We come to meetings to learn solutions not to wallow in problems.
• Form business relationships with other advisors in the Region.
• Be available to share with other attendees. Often the most valuable ideas come from the sharing that goes on outside of the meetings in the hallway.
• Be supportive of other associates. At Money Concepts, “We have each other’s back.”
• Volunteer to teach sections of the Wealth Management Symposium and mentor others. Teaching causes you to learn.
• Form mini ongoing teams from throught the network to continue to share long after the meetings are done.

Avoid The Rush To Solution Syndrome:

• Often associates, who attend one of our meetings, rush home with a list of great ideas that they will implement immediately. Don’t do it. It is quite natural for entrepreneurs to want to solve problems quickly; however the attempt to implement everything at once, more often than not leads to demoralizing failure. Take it one step at a time. Success is a marathon not a sprint.