Sales Training Workshops

“Connecting with the Mature Market”

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