Training & Development

Training & Development

In our modern-day fast-paced business environment, embracing a growth mindset, adaptability, and mental flexibility are paramount for leaders, managers, and advisors striving for excellence. The relentless tide of technological innovation, alongside fluctuating market dynamics, the never ending need to improve the client experience, endless regulatory changes, and the competitive landscape, mandates a proactive approach to continuous self-improvement and organizational development. Growth minded leaders are the linchpin in cultivating an ethos of development and adaptability, by making training programs indispensable. Our programs are meticulously designed to equip participants with the skills and knowledge essential for building the acumen they need to succeed. Through these programs, leaders enhance their ability to adapt to our rapidly changing business climate by moving beyond success biases, approach challenges with a problem-solving mindset, and inspire their teams to explore innovative solutions. By investing in training and development, you not only help sharpen their mental agility but also propel your teams and the organization into a future filled with endless possibilities and robust growth.

Training & Development

The Leadership Academy - Investment Program Leaders

The Leadership Academy – Investment Program Leaders & Sales Managers

The Leadership Acadaemy - Broker-Dealer Regional & Branch Manage

The Leadership Academy – Broker-Dealer Regional & Branch Managers

Financial Advisor Business Design

Financial Advisor Business Design

Financial Advisor Business Design - Team

Financial Advisor Business Design – Team

Wealth Advisor Business Design

Wealth Advisor Business Design

Wealth Advisor Business Design - Team

Wealth Advisor Business Design - Team

Private Banker Business Design

Private Banker Business Design

Recruiting That Gets Results

Recruiting That Gets Results

How to Coach Financial Advisors

How to Coach Financial Advisors

AMAXXA Training & Development Process

AMAXXA-Training-Development-Process
Client Consultation

Client Discovery

  • Understand unique goals
  • Identify audience
  • Review timeline
  • Discuss budget
Program Customization

Program Customization

  • Collaborate to review unique needs of client
  • Tailoring to incorporate elements to align with objectives
Pre-Training Communication

Pre-Training Communication

  • Outline of agenda, learning objectives, and pre-work
  • Address inquiries, set expectations
Training Delivery

Training Delivery

  • Deliver engaging training sessions
  • Facilitate interactive discussions and activities to encourage practical application
In-session Evaluation

In-Session Evaluation

  • Real-time feedback to ensure training remains on target
  • Gauging understanding and application for clarification
Post-Training Follow Up

Post-Training Follow Up

  • Evaluate the initial impact and effectiveness of training
  • Provide additional resources to transition to application
Performance Assessment

Performance Assessment

  • Evaluate the integration of new skills and performance impact
  • Review training outcomes
Feedback Collection

Feedback Collection

  • Solicit detailed feedback to understand client experience
  • Use feedback to send out communications to close gaps.
Program Adjustment

Program Adjustment

  • Implement necessary modifications based on feedback
  • Update training materials
Communication

Communication

  • Share adjustments with attendees
  • Open line of communications for further feedback and adjustments
Continuous Engagement

Continuous Engagement

  • Ongoing support to support continuous leaning and application
  • Maintain partnership