REIGNITE YOUR EXCITEMENT AND ELEVATE YOUR FINANCIAL PRACTICE WITH THE DISCOVER-LISTEN- CONNECT (DLC) COACHING PROGRAM™ FOR FINANCIAL ADVISORS.

Partner with a coach who brings to the table an extensive background in advising clients and making successful face-to-face presentations. With thousands of hours of real-world experience, Patrick has the practical know-how to guide you towards effective communication and presentation skills that will leave a lasting impression on your clients.

The Challenge for Financial Advisors

In the highly competitive financial services industry, setting yourself apart from other advisors can be a challenge. The question arises, since most Financial Advisors are offering similar products and services, how can you truly differentiate yourself and stand out from the crowd?

An astounding 85% of clients prioritize their advisor's communication style as the most important factor when it comes to conducting business. This highlights the crucial role that effective communication plays in establishing lasting relationships and building trust with clients.

Discover-Listen-Connect™ Coaching for Financial Advisors

Patrick Power created the DLC Coaching Program for Financial Advisors based on more than 30 years of experience as an advisor in the insurance and financial services industry.

Transition from being a mere presenter of products and services to becoming a highly regarded business consultant that clients can trust. These skills can help set you apart from your peers and give you that competitive edge. Discover the powerful 3 Step Discover-Listen-Connect Process and unlock the secret to engaging your clients like never before.

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1. Discover

Uncover the Power of Your Brand Voice.

Explore your own aspirations and set clear, achievable goals that align with your vision.
Unearth your unique identity in a crowded marketplace, finding the distinct qualities that set you apart.
Harness your individual strengths and seemingly unrelated experiences, weaving them into a cohesive brand story.
Design your personal brand program and client membership process reflecting your values and expertise.
Craft marketing materials showcasing your approach as a unique financial consultant.

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2. Listen

Develop the Skills to Truly Hear and Understand Your Clients.

Create a discovery connection client scorecard.
Create a discovery connection client meeting roadmap.
Use spectrum testing questions as a tool to better understand your clients.
Master the art of active listening to fully grasp your clients' concerns through the discovery connection conversation process.
Listen as your clients open up and reveal their true aspirations and goals.

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3. Connect

Learn How to Make Authentic Client Connections.

Connect your recommendations and choices to your client’s shared goals and aspirations.
Reposition from product presenter to business consultant.
Demonstrate the value and the relevance of your suggestions in relation to your clients specific objectives.
Invite clients to become a valued member of your new client program with access to a trusted team of consultants.

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Benefits of the Financial Advisor Coaching Program

Personalized Coaching: Receive tailored guidance based on Patrick’s 30 plus years of experience in the financial services industry.
Enhanced Client Engagement: Apply proven DLC strategies for stronger client connections.
Increased Client Retention: Build lasting relationships for greater client loyalty.
Create an Effective Referral System: Unlock the full potential of your new program by tapping into the power of quality referrals.
Accountability and Motivation: Stay motivated to achieve more of your goals and ensure progress by being held accountable.
Ongoing Coaching Support: Benefit from Patrick’s staying connected program to keep your program on track.

The Coaching Process

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1. Begin Your Journey

Starter Session: Start with a free introductory meeting and personalized assessment.
Join Program: Engage in workshops, interactive exercises, and one-on-one coaching with Patrick Power.

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2. Implement and Grow

Implement Strategies: Put your new strategies into action, guided by personalized coaching.
Review Results: Regularly measure your success, identify areas for growth, and refine your approach.

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3. Stay Connected and Thrive

Staying Connected: Benefit from ongoing support, continuous learning, and a community of like-minded professionals to ensure long-term success and growth.

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To Begin We Recommend You Do Three Things

Book your Discover-Listen-Connect™ Free Discovery Call
Assess your current situation: How well is your current approach working?
Find out if the Discover-Listen-Connect™ Program is right for you.

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About Patrick Power

Patrick Power has created the Discover-Listen-Connect™ coaching program based on more than 30 years of hands-on experience in the life insurance and financial services industry.

His unwavering dedication to excellence has earned him an impressive nine consecutive premier sales conference qualifications. But it doesn't stop there. Patrick's exceptional sales performance and remarkable client retention have also garnered him the prestigious Agent of the Year Award.

This recognition is a testament of his commitment to putting clients first—a core principle that underpins his long-term success in sales.

It's Time To Talk!

Ready to transform your financial practice? Contact Patrick to enroll in the free Starter Session and receive a personalized assessment today!

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Discover ^.Listen ^.Connect™

Patrick Power

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