The end-to-end sales experience that can help drive production and establish strong connections with new clients. In-Person in Minneapolis, MN.
Thursday, October 6, 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, October 7, 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
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 4/6/2022 and 10/5/2022.
All carriers apply. All contract levels apply. All revenue generating products for all carriers apply.
1967118-0122. For agent distribution only.