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 1 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.
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:
Empire Growth Partners will guide teams through the process of crafting effective lead generation strategies to support their organization’s contract and recruiting activity goals. We will help teams develop targeted approaches that include internal prospecting, leveraging online sourcing tools, building strong community connections, and hosting impactful events. Attendees will leave with a clear framework for identifying and engaging potential leads, ensuring a steady pipeline of prospects aligned with organizational growth objectives. Whether you’re looking to refine existing strategies or implement new ones, this workshop equips your team with the tools and insights needed to drive consistent recruiting success.
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.
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.
Empire Growth Partners will lead your team in implementing a full-time onboarding process aimed at increasing offer accept to contract ratios and ensuring new Financial Representatives 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:
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:
Empire Growth Partners leads you through a meticulous dive into the structure, timeline, and resources of our highly recommended 'Introductory Financial Planning Academy' (IFPA) and weekly development curriculum. This comprehensive experience helps you craft, execute, and evaluate a successful training and development program. Whether you're a seasoned trainer, educator, or organizational leader, this workshop equips you with practical guidance and tools to ensure your training initiatives are effective and impactful, considering the best ways people learn and retain knowledge.
The primary objective is to establish and execute an experiential learning environment that not only imparts knowledge but also instills profound confidence within your learners. This unique offering includes a flexible and fully customizable 5-day schedule, designed to help your interns embark on a journey of rapid and sustained growth.
Empire Growth Partners leads this workshop 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.
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.
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.
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.
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 full-time advisors' or interns' success.
Key Workshop Highlights:
Empire Growth Partners will empower leaders and team members to collaboratively shape the future of the organization. Through guided discussions and expert facilitation, participants will articulate a shared vision, set strategic priorities, and align on a clear path forward. Together, they will co-create a compelling vision that inspires and unites the entire organization, culminating in a strategic action plan that turns this vision into reality.
Empire Growth Partners will enable leaders to meticulously design and develop role outlines for team members, utilizing the 4Rs framework (role, responsibilities, results, and remuneration). We provide expert guidance on critical talent acquisition and development tasks essential for organizational success, along with sample role descriptions. During this workshop, leaders will collaborate to ensure alignment across roles, culminating in a strategic action plan for delivering new role descriptions to team members.
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 and activities. In preparation for the Annual Internship Recruiting 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.
Empire Growth Partners will provide education, guidance, and dedicated breakout sessions to empower and align 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.
