June 29, 2017
Do words matter? Yes they matter – a lot! Bill Bachrach will teach you actionable ideas about what to say and what NOT to say in order to attract and retain the clients you really want.
July 6, 2017
Join Bob Davies to learn the Science of Wellness and how you can use it to increase client loyalty and approvals!
July 11, 2017
Professor Don Graves, RICP® will teach you how to legally, ethically, and compliantly make more money by utilizing reverse mortgages!
July 13, 2017
Tom Cormier will share his proven 4-stage legacy talk interview process that takes you from the initial greeting to an eye-opening conclusion that will change your relationship with the family for life.
July 17, 2017
Referrals aren’t enough anymore! Join Bill Cates and learn how to turn a client’s “willingness to refer” into concrete introductions that turn into appointments.
July 20, 2017
David F. Royer will share techniques that will empower you to use Beneficiary Forms and risk to capture IRA/401k Rollovers.
July 27, 2017
Insurance agents mistakenly view LinkedIn strictly as a business-to-business tool. Jesse Slome will share the simple steps make LinkedIn a big part of your social media marketing strategy.
August 3, 2017
Join Rob Liano and learn how many sales deficiencies can be directly related to the design and scripting of a sales presentation. Success in qualifying, cross selling, handling objections and closing are all dependent upon a meticulously crafted delivery.