Financial Services Leadership Training

Stay ahead in the new environment of the financial services industry

With Financial Services Training, you’ll learn how to avoid problems before they happen and stay ahead in the new environment of the financial services industry.

You’ve probably asked yourself, how do I stay relevant? How do I capture more marketing share? How do I gather more assets? How do I balance my time for work and life? You’ve probably become frustrated when you plan out your day but phone calls and emails start pouring in and you get thrown off track.

The investor’s life has become more complicated. Allyson Lewis felt this strain as she built one of the largest practices in Arkansas in her 30 year career as a financial advisor. In Financial Services Training, you’ll learn how to collect more and more assets, how to leverage new technology with developing valuable skills sets, how to handle multiple family circles and how to create balance between work and family.

Training is structured in an online learning environment with monthly recorded webinars from Allyson full of repeatable process and systems that have helped financial services professionals at all levels. You’ll have 24/7 access to a forum with other members so you can ask questions and learn from the experiences of other professionals.

What Financial Investors will Learn

  • How to have more and more assets
  • Fee compression
  • Generational wealth transfer
  • Holistic client relationships
  • Leveraging new technology and developing valuable skill sets
  • Not just managing money - managing a business
  • RIAs - Are you independent? What is your business model?
  • Is your model sustainable?
  • Time and efficiency with regulation changes
  • Opportunity to grow your business - we are going to see change faster than ever before
  • As assets under management grow - productivity and efficiency has to correlate
  • How to create business plans in the new environment for the financial services industry
  • Building repeatable processes and systems

Length of Training

Monthly videos, less than 30 minutes each. Forum interaction is encouraged anytime.

Your Instructor

Allyson Lewis
Allyson Lewis

Allyson Lewis' mission is to coach women to be strong and confident in their personal and professional roles.

Any lifestyle coach can teach you how to get more done. But what good is being organized and productive if you’re not happy? We want to teach you that who you are is enough. You are strong. You are capable. Your situation does not define who you are.

Allyson Lewis is a Time Management Expert with 30 years experience in the corporate financial industry who has delivered over 700 presentations and over 10,000 hours in training and coaching. Through the Leadership Development Training for Women, Allyson wants to share her expert teaching through videos and community forums to make coaching interactive and tangible.

Through this training, you can have less mental clutter because you can learn to unpack your thoughts and find the best uses of your time. You will leave renewed because you have found your purpose in life. Allyson wants you to know the joy of living with freedom. That is how she is strengthening women every day.

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!