Advanced Sales Training
In-Person in Minneapolis, MN
Thursday, November 2, 2023 at 8:30am - 4:00pm CT
Module 1: Form Deeper Connections Through Storytelling
- Understand the selling science behind storytelling, and create your own founder’s story to win new business.
Module 2: Master the Art of Conversation by Building a High-Trust Environment
- Increase your sales by asking the right questions and shifting your prospects’ mindset from investment performance to income.
Module 3: Maximize Your Event Marketing ROI with Strategic Touchpoints
- Discover the details that will help you secure more first appointments from in-person and virtual events.
Module 4: Perfect the First Appointment Process
- Get the steps, scripts, and materials for executing the first appointment and helping you secure more second appointments.
Friday, November 3, 2023 at 8:30am - 12:00pm CT
Module 5: Close the Deal
- Implement the activities and financial diagnostic in the second and third appointment processes to close the deal.
Module 6: Increase Your Referrals and Client Retention
- Learn the best practices you can implement to turn your new clients into enthusiastic fans in the first 100 days.
Advisor/Agent Qualification Details:
- Advisor must have issued or submitted business between 5/1/2023 and 11/1/2023.
- All carriers apply. All contract levels apply. All revenue generating products for all carriers apply.
1967118-0122. For agent distribution only.