Harness the Power of a Proven Sales Process

Join us for Advanced Sales Training

Registration is currently full and qualifications have been paused for the time being.



The end-to-end sales experience that can help drive production and establish strong connections with new clients. In-Person in Minneapolis, MN.

Thursday, July 28, 2022 at 10:00am - 4:30pm 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.

Friday, July 29, 2022 at 8:30am - 12:00pm CT

Module 4: Perfect the First Appointment Process
Get the steps, scripts, and materials for executing the first appointment and help you secure more second appointments.
Module 5: Close the Deal and Increase Your Referrals and Client Retention
Implement the second and third appointment processes to close the deal and turn your new clients into enthusiastic fan in the first 100 days.

Advisor/Agent Qualification Details:
Advisor must have issued or submitted business between 1/28/2022 and 7/27/2022.
All carriers apply. All contract levels apply. All revenue generating products for all carriers apply.




1967118-0122. For agent distribution only.