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Advisor Training

At Vantage Financial Group, we know that having the knowledge, skills and a well-thought out game plan can produce dramatic results in the successful acquisition of new clients. Most organizations do not have the resources or experience to train and continue to educate Advisors like is available at Vantage Financial Group. We have a proven and systematic training process for our Advisors unlike anything in the industry. While voluntary, many Advisors find the training to be critical to their growth and continued success. Below are just some of the training programs.

  • Group Training on referrals, closing sales, prospecting, product training, appointment training, case studies, presentation strategies, scripting and solution planning.
  • Boot Camp Training on tracking for success, prospecting, the prospect to client business cycle, and appointment preparation.
  • Business Planning Training to build your business model, build your marketing plan and determine your target markets and systems and methods to be successful.
  • One-On-One Coaching to answer questions, go over individual cases and formulate effective client solutions.
  • Mentoring to help advisors gain the intellectual capital from those who have gone before them.
  • Joint/Team Appointments to match an advisor with someone at Vantage with special expertise or knowledge that can enhance your prospect or client meeting.

Securities and advisory services are offered by Registered Representatives through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through Vantage Financial Group, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at  


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