Competition for the attention of financial advisors is fierce.  Our workshops differentiate your company in the eyes of financial professionals with two treatments of what it means to be an entrepreneur. First, our program helps them better serve customers by understanding the one issue all entrepreneurs face – the struggle. Second, our programs challenge investment professionals themselves to be more entrepreneurial by developing the skill to look at things from a different perspective. Your customers don’t want to be sold “products” – they want insights that help them engage customers and be creative in how they win business. Our program leverages our brand and insights to help you create deeper connections with these key distribution channels.
Watch Michael Dermer share some insights on MSNBC.

TITLE: The Lonely Entrepreneur – How To Thrive 

DURATION: flexible (can be 120 minutes to full day)

FORMAT: Presentation and book distribution. Books  will be signed by Michael Dermer.

OVERVIEW: Michael Dermer, considered a pioneer of the movement to reward individuals for healthy behavior, has published his first book, The Lonely Entrepreneur – a methodology that helps entrepreneurs with the one issue we all face – the struggle – by helping them change their perspective from those that stifle their progress to those that empower them to thrive. The Lonely Entrepreneur program includes:

INTRODUCTION

• Introduction to Michael Dermer. Learn more about Michael.  
• The Discovery of The Lonely Entrepreneur. Learn more about the discovery of The Lonely Entrepreneur.  
• Overview of The Lonely Entrepreneur methodology and how it helps entrepreneurs. Learn More about The Methodology. 

UNDERSTANDING CUSTOMERS: INSIGHTS ON THE ONE ISSUE ALL ENTREPRENEURS FACE – THE STRUGGLE

Investment professionals must understand their clients like never before.  Entrepreneurs and small business clients don’t want “products” – they want advisors to understand them and improve their ability to operate.  To do this, they must bring understanding and insights on the one issue all entrepreneurs face – the struggle.  We do this by focusing on one or more specific elements of an entrepreneur or small business leader’s business:

• Managing The Business
• Managing Yourself
• Leading The Company
• Differentiation/Go To Market
• Investors/Fundraising
• Communicating
• People
• Technology
• Finance
• Vendors
• Operations
• Legal

HOW INVESTMENT PROFESSIONALS CAN BE MORE ENTREPRENEURIAL

Investment professionals are, in fact, entrepreneurs. Like never before, they must develop the ability to differentiate in a highly commoditized world. To do so, they must develop the capability to think of things differently – to create new “perspectives” that help them win and keep customers. We do this by challenging financial advisors to be entrepreneurial with different skills including:

• How to develop the skill to think with a different perspective
• How to stand out from the crowd of investment professionals
• How to occupy a different mindspace in the eyes of a client – and not sell based on products or features
• How to change perspective on time management, prioritization and customers

In this session, we provide specific scenarios and ask financial advisors to think of them from a new perspective.

BENEFITS OF ATTENDING: This session will offer investment professionals:

• deeper understanding of their customers
• new ways to win and keep customers
• how to think like an entrepreneur – for the benefit of both their customers and their own business