Educational Programs – Invest in Yourself!

Build Your Practice Through:

  • Delivering an Ultimate Client Experience ®
  • Creating Marketplace Distinction
  • Understanding What Clients REALLY Want

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“The Ultimate Customer Experience”

In this program, you’ll learn:

  • Why it is ONLY the client experience that creates client loyalty
  • The Three Levels of Client Interaction
  • Why an Ultimate Client Experience is critical for growing your practice through referrals
  • The Six Steps to an Ultimate Client Experience
  • How to grow your practice and profitability through a higher level of client engagement
  • …and more!

This program contains:

  • 10 modules of interactive, engaging instruction via slides, audio, and graphics
  • A workbook for your notes, content from the programs, and plans for your practice
  • Quizzes on the material so you – and your team – stay engaged and responsive to the program
  • The entire audiobook of Scott McKain’s bestseller, “The Ultimate Customer Experience”
  • The e-book versions of “The Ultimate Customer Experience ®” and “The Ultimate 52 – An Idea A Week on Delivering the Ultimate Customer Experience ®”

Special Introductory Price: $697.00


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“Create Distinction: How to Stand Out and Move Up in a Crowded Marketplace”

In this program, you’ll learn:

  • Why it is so difficult for clients to differentiate you from your competition
  • Why you MUST find a way to create space between you and other financial advisors
  • The Three Destroyers of Differentiation: the critical elements that pull your practice back to the pack and make you appear like every other financial advisor
  • How to create a financial service practice of distinction
  • The Four Cornerstones of Distinction:
    • Clarity – Why your practice must have something you are well-known for
    • Creativity – Why thinking “outside the box” often creates failure for advisors – and how to be a creative practice
    • Communication – Why today’s clients do not want studies and investment projections presented in the ordinary manner
    • Client Experience Focus – Why the most successful advisors concentrate on how it FEELS to be a client

This program contains:

  • 9 modules of interactive, engaging instruction via slides, audio, and graphics
  • A workbook for your notes, content from the programs, and plans for your practice
  • Quizzes on the material so you – and your team – stay engaged and responsive to the program
  • The entire audiobook of Scott McKain’s bestseller, “Collapse of Distinction,” named by thirty major newspapers as one of the “Ten Best Business Books” of the year
  • The e-book versions of “The Ultimate Customer Experience ®” and “The Ultimate 52 – An Idea A Week on Delivering the Ultimate Customer Experience ®”

Special Introductory Price: $697.00


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“What Customers REALLY Want”

In this program you’ll learn:

  • Why financial advisors and their clients are often disconnected, resulting in fewer referrals and problems with retention
  • How today’s client is different from ones of just a few years ago – and the strategies necessary to connect with them more productively
  • The Six Disconnections Between Clients and Advisors
    • Product Focus vs. Personal Focus – why the focus has to be on their goals and needs instead of your financial instruments and investments
    • Status Quo vs. Innovation – why clients desire innovation in your practice, rather than “doing it the way we’ve always done it”
    • Sameness vs. Differentiation – why clients choose those advisors who are known as a specialist as opposed to those “general practitioners” who seem like every other advisor
    • Confusion vs. Coordination – Why you must coordinate the messages your clients receive with every member of your team
    • Endless Prospective vs. Reciprocal Loyalty – Why clients are approximately as loyal to you as they perceive you are to them
    • Customer Service vs. Client Experience – The critical difference between “serving” your client and creating an experience they find compelling

This program contains:

  • 9 modules of interactive, engaging instruction via slides, audio, and graphics
  • A workbook for your notes, content from the programs, and plans for your practice
  • Quizzes on the material so you – and your team – stay engaged and responsive to the program
  • The entire audiobook of Scott McKain’s bestseller, “What Customers REALLY Want” – the original version reached #1 spot on Amazon’s list of business bestsellers
  • The e-book versions of “The Ultimate Customer Experience ®” and “The Ultimate 52 – An Idea A Week on Delivering the Ultimate Customer Experience ®

Special Introductory Price : $697.00


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Each program will regularly retail on DVD format for $997.

During this pre-release special, you can order individual programs for $697
– OR ALL THREE – the ENTIRE PACKAGE — for $1497!

The first 100 orders of the entire package will ALSO RECEIVE:

  • The books, “Collapse of Distinction” and “What Customers REALLY Want” – personally signed to you by Scott McKain.
  • And, you’ll receive FIVE additional paperback books:
    • “Outlaws of Success” and “Outlaw Wisdom” by Scott McKain, Mark Sanborn (author of “The Fred Factor”, Larry Winget (host of A&E’s “Big Spender” and frequent guest on FOX News) and more…
  • AND from the “Only the Best” series, featuring Scott McKain and other Hall of Fame speakers – books on Leadership, Success, and Customer Service
  • AND the two CD motivational audio program from Scott: “Just Say YES! Step Up to Success” on goal setting for professional and personal development.

The TOTAL PACKAGE INCLUDES

  • THREE comprehensive multi-module educational systems on DVD
    • Including additional audiobooks and e-books, workbooks, and integrated quizzes to enhance your learning
  • TWO personally autographed bestselling business books
  • FIVE additional paperback books
  • ONE audiobook of two CD’s

ALL for only $1497 for the first 100 advisors to act!


(The learning systems alone will be $2991 after the first 100 – you save almost $1500 AND receive books, audio programs, and more in this limited pre-release program!)

(The “Ultimate Customer Experience”® program will be available on or about December 15, 2011; “What Customers REALLY Want” will be released on or about January 15, 2012; “Create Distinction” becomes available on or about February 15, 2012. If you participate in this pre-release special, books and audio CD’s will be shipped to you in 5-10 days; you will be shipped each education program immediately upon its release. Your investment includes all shipping and handling charges. Each program consists of 8-11 DVDs (depending upon the length of the individual program) with each disk featuring a module of the educational system. Workbooks and other related materials as referenced will also include one of the DVD disks, and can be printed or transferred to your favorite e-reader, iPad, or other device.)