riplEFX Special Event Series

Financial Advisor

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This event has already begun and all seats are taken. But don't worry, we're alreday planning the next one. Reach out to This email address is being protected from spambots. You need JavaScript enabled to view it. to get put on the wait list. 

The Highlights

Our Managing Partner, Christine Smith will lead this course over the next 4 weeks. After being in sales for a nearly 15 years and the financial industry for nearly a decade, Christine has found that the financial industry is not up-to-date regarding networking and communication training for financial professionals. As newer generations continue to filter into the industry it is vital that language, processes, and perspective evolves.

No one wants to feel like a used car salesman when the goal is to help someone be financially confident.

If you got into the financial business in order to serve others, this course will provide updated techniques to keep a full funnel and become a financial resource in your community.

By the end of the 4 week bootcamp you will:

  • Have a clearer understanding of your ideal clients and how to have others funnel them to you
  • Communicate about what you do without using old networking and sales pitches, lines, or gimmicks
  • Articulate to your networking connections exactly what you are looking for, what to listen for and how to introduce you
  • Be able to successfully conduct business and build relationships virtually
  • Be able to use social media to prospect and have active engagement
  • Conduct impactful and fruitful meetings that lead to clients


Registration Deadline | January 11th


Current riplEFX



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The Bootcamp


January 12th, 2021 | 7pm EST

1. The Foundation

  • How to build the right client and networking avatars
  • How to use psychographic techniques in targeting the right clients
  • Keyword Exercise
  • Building Your Why
January 19th, 2021 | 7pm EST

2. Always Finding Fruit

  • Constructing Efficient and Strategic Meeting Agendas
  • Transitioning a networking meeting to potential client meeting
  • How to be impactful virtually and in person
  • 1 to 1s vs 4 to 4 meetings
  • Building advocacy
January 26th, 2021 | 7pm EST

3. Getting Social

  • Social Media Profiles in line with compliance
  • How to intentional prospect and network
  • Content engaging strategies
  • How to build an interactive following, FAST
February 2nd, 2021 | 7pm EST

4. Hitting it out of the Park

  • Uncoming Networking Techniques for Advisors
  • Up-to-date Language for Referrals and Intros
  • How to have impactful virtual and in person events
  • How to turn the salesy language OFF

Tactical Strategic Prospecting System

Contact Us

  • RiplEFX, LLC

  • P.O. Box 3095
    Saratoga Springs, NY 12866

  • This email address is being protected from spambots. You need JavaScript enabled to view it.

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