Sales Training Workshops

Sales Training Workshops

“Connecting with the Mature Market”DSC_0202

  • 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
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