November 6-8, 2024

If your current or desired position in your organization carries an expectation that you build relationships that enhance company revenue…

This workshop is for you!
If you are a sales veteran who has reached a production plateau …
This workshop is for you!
If sales presents a new career challenge ….
This workshop is for you!
If you are working harder at sales and enjoying it less …..
This workshop is for you!

• Loan Officers
• Private Bankers
• Personal Bankers
• Sales Managers
• Trust Officers
• Branch Managers
• Insurance Agents
• Wealth Advisors
• Investment Representatives
• Mortgage Originators
• Financial Advisors
• Business Development Officers

Wealth management models, private client service models, integrated models, and traditional product line models each depend on relationship management skills and a sales process that allows the staff to maximize its success. The skills and processes taught in this workshop can give any individual the opportunity for that success. Best of all, anyone who is in the financial services business in order to help people get what they want in life will discover a higher level of job satisfaction.

We emphasize the process (while also practicing skill enhancement) because we see this process as the missing piece for people and organizations that have reached a plateau or faltered in their sales development efforts. This workshop provides a true impact event—it creates a total experience of learning and reflection to truly affect your future. If what is learned is applied consistently, it will have a very positive impact on your sales and retention results, and, on your career!

The investment for this workshop is $1495* for each participant. Lunches and all workshop materials and tools are included in your investment. Participants are responsible for their travel, lodging, and any meals outside the workshop.