As a contracted Tucker Advisor you will have access to online/on demand training from presenters including:
Dr. Laurence Kotlikoff
America's Foremost Social Security Expert
Founder and CEO of Tucker Advisors
Top Annuity Producer
Chairman and CEO of Brian Tracy International
The most successful people are perpetual students; and at Tucker Advisors, we have a lot to teach, and possess a variety of resources to train financial advisors around the country. Those that continue to strive for improvement will appreciate the relationship that they build with us. Our collaborative financial advisor training and material provides our agents with up-to-date events, strategies, videos, CDs, and tools; learn something new every time you visit our site - or talk to our Business Development Team!
Business Development and Case Design
When you contract with Tucker, you are automatically assigned to a Business Development team who act as your back office support. Our team of Business Developers bring a wealth of knowledge from their extensive background in sales, securities, insurance and banking to all of the Tucker advisors they support. This team will provide you with the best in financial advisor sales training, along with an in-depth illustration and explanation. In addition, they will assist you in closing the business with proven sales techniques that Tucker’s top advisors use in both the first and second interviews.
Seminar and Sales Coaching
Personalized coaching services from Tucker’s Seminar and Sales Experts
Learn how to effectively use Dr. Kotlikoff’s Social Security Calculator.
Understand the Social Security Appointment Process.
Discover how to transition from Social Security to make the sale.
We offer you an opportunity to connect with us and keep your financial advisor training current. Our monthly webinars were developed to keep our agents up-to-speed with the newest marketing and sales. Our Business Development Team and staff will bring you essential information that will immediately impact your practice. As a Tucker advisor, you will be invited to join us each month for our current webinar - click here to register for the next webinar! While our webinars are packed with timely, relevant information, we’ve found that many of our advisors have benefited by going back through the archives to review concepts that have withstood the test of time.
As any of our advisors will attest, Tucker Tips are crucial monthly articles that focus on specific pointers for your practice. We have had agents tell us that they credit their last sale to the idea they learned from a Tucker Tip. Many advisors print out each Tucker Tip and insert them into a binder, to make their own Tucker Tip book! This essential reading and continual financial advisor training will continue to push you personally to achieve more in your practice while providing the details you need to implement each idea.
Tucker Point of View
The culmination of ideas that our Business Development team collects from hundreds of advisors from around the country every day are made available to you. This is a quick resource to keep you updated on industry trends, sales ideas, financial advisor training, marketing strategies, breaking news and more.
Every day, advisors drive to and from appointments and miss their opportunity to learn and improve themselves along the way. How long do you spend in the car each day? What if that time were spent learning new sales and marketing strategies that could lead you to better prospects, more efficient appointments, and higher closing ratios? Tucker Advisors has an extensive training library that can drive your sales goals to new heights! Learn how Karlan wrote his most recent $1 million sale, or how our In-House Sales Team turned a $40,000 sale into a $600,000 sale. These are not boring “study buddies,” but real sales techniques that come from actual sales made by Karlan and our In-House Sales Team.
Tucker Advisors has an extensive library of video sales and marketing ideas to push your financial advisor training to the next level, by learning from the best in the business.
Our top 100 producers ($1 Million +) receive a monthly package in the mail otherwise known as the BoomEx Newsletter. This newsletter features Employee Highlights, Tucker Events, Advisor Spotlights, Sales Ideas, Marketing Ideas, Tucker Tips, and more. Work hard, and reap this reward!