Meeting
Design: There are 3 one-day sessions held, approximately 90 days
apart. At the conclusion of each meeting, participants are asked to make a responsible
commitment for production in the next 90 days.
Additionally, participants
are expected to present a sales idea that has worked well for them. This segment
of the meeting is almost always a highlight. They present one idea and receive
eleven.
| Content | Topics | ||
| Making responsible commitments | Examining 25 commission generators | ||
| Maximizing production | Increasing your value to clients | ||
| Focusing on high-payoff activities | Staying results focused | ||
| Investing more time with clients | Examining behavior styles | ||
| Selecting and developing assistants | Preparing proposals and presentation | ||
| Analyzing profitable markets | Motivating prospects to buy | ||
| Sharpening selling skills | Managing selling time | ||
| Marketing to the affluent | Turning clients into partners | ||
| Building the right image | Using staff effectively | ||
| Making better use of technology | The Advisor as a businessperson | ||