Sales Training Workshops
- Why do some people seem to have a natural ability to deeply connect with this lucrative and dynamic market segment, yet others seem to struggle?
- Learn how to better develop and serve the “senior” and mature market
- Learn how to generate unsolicited referrals
- Learn how your thought process, voice, body movement, and even your office environment, can make or break your ability to communicate effectively
“Boomer Consumer & Women – The Dynamic Dual”
- Many businesses and office practices could survive on these two market segments alone
- Product knowledge? That’s just your ticket to compete. Client experience and effective communication are the absolutes
- Practical strategies for better serving these key market segments
- If you are a woman, learn how to capitalize on what may be your natural advantage. If you are a man, don’t give-up. You may just need a simple tune-up of how you are “wired” in your pursuit of success!
“Refinement Planning – A Progressive Planning Process for Financial Advisors”
- Chances are there is another advisor, that at a minimum, could easily duplicate your investment results and level of client experience
- Differentiation and Authenticity are paramount to developing a long-term, sustainable, and a life rewarding practice
- Are you ready to take your practice to a new frontier?
- Understand the life changing concepts of “Refinement” Planning
- Learn a process to better understand and serve yourself; and thereby, better understand and serve your clients – positioning you both for greater wealth, greater health, and enhanced personal relationships