Our ability to succeed in such a competitive business environment is contributed to many things. However the foundation of our success begins with our training program and our team selling strategy.
Our goal at Creative Financial Strategies LLC is to develop our associates to have a long productive career with us. We understand the success is not achieved over night and it takes hard work to build a strong practice. That is why we invest lots of time and money into our new associate-training program. Our team of specialists will cover certain topics throughout the course of the training program, such as estate conservation strategies, pension & retirement planning, business succession, etc. Our associates will be out in the field on a daily basis to implement what they have learned. Specialists will be available to assist new associates if needed throughout the planning process and fieldwork together.
We believe in the power of relationships. Our high performance team selling strategy aligns you with an experienced producer in the firm - giving you crucial hands-on experience with a highly successful mentor. You will also have access to comprehensive education programs, highly experienced marketing and advanced sales specialists, direct mail and sales promotion programs and the technology to help you succeed.