Designed for financial advisors and consultants who want to gain a competitive advantage and grow their business by building their own personal brand
Mark’s knowledge-application workshops are different from a keynote presentation. They are designed to help participants specifically apply the ideas they learned. The typical format is a 45–90 minute presentation followed by a 45–90 minute knowledge application session where participants work with a partner or in small groups to apply the ideas they have learned to their business.
In this dynamic presentation, your advisors will discover…
- The steps to changing your behavior
- The importance of the first impression you leave in the minds of your prospects and clients
- To position yourself as an expert in your field with a biography and letters of recommendation
- To effectively generate referrals using your new collateral material
- A break out session with sample biographies for you to model and a written questionnaire is included to create your own biography.
Have you ever been asked “What do you do?” and responded in a way that you knew the other person really didn’t understand?
During this dynamic workshop, you will learn how to quickly and effectively communicate what you do in the form of an“elevator speech”.
Benefit: A written “elevator speech” that you can begin using with your clients and prospects immediately.
In this highly interactive program, you will learn how to effectively use your database to create “Business Intelligence” using the metaphor of a Fish Finder. Just as a Fish Finder enables a fisherman to see where the fish are and what strategy he should use to catch them, you will learn how to apply this idea to your business. This new way of discerning information from your database will allow you to see patterns and connections that were previously invisible.
Benefit to You: Identifying your ideal target client and the best strategy to attract them.
Have you ever been asked, “What do you do?” and responded in a way that you knew the other person really didn’t understand? In this workshop, you will learn how to quickly and effectively communicate what you do in the form of a “So What Positioning Statement” so that the other person really understands what you can do for them.
BENEFIT – You’ll learn how to make yourself memorable by having the right words at the right time when people ask, “What do you do?”
Using a personal biography, you’ll learn how to set the state for any important opportunity. A personal biography help you communicate your character, competence, and common ground to prospects and clients.
BENEFIT – You’ll learn how to create and use your own personal biography to more effectively prospect for new clients and generate referrals from existing ones.
Referrals have been recognized as the most powerful way for financial professionals to grow their business; however very few sales people have a formal and effective referral strategy.
BENEFIT – You’ll learn a proven referral formula to grow your business by leveraging your best relationships for Favorable Introductions to your ideal client
If your goal is to help your team deliver a consistent message and follow a proven sales process, The Insight Academy is an easy and cost-effective approach to help your team reach its sales goals and follow a consistent process. In today’s competitive business world, sales success depends on adapting to change. The Insight Academy(TM) is dedicated to helping wholesalers adapt to these changes through practical and focused skill building.
What is It?
- Innovative sales training for Financial Professionals to improve their sales performance
- Three distinct classes built on a proven sales process
- Each class is a 1.5-day training session culminating in measurable specific results
- Individual attention and coaching in small class sizes (10-12)
- Rapid skill adoption through role playing, instructor led peer discussions, and iPad video reviews
Who Should Attend?
- Experienced wholesalers who will benefit from new, proven ideas and tactics
- New or underperforming wholesalers who will benefit from learning best practices, as well as sales skill development
- Anyone frustrated by calling on prospects who always nod “yes” but never “drop a ticket”
What Is The Curriculum?
- Fast Track – Shortening the Sales Cycle
- The Referral Formula – Growing your Business with Favorable Introductions
- Advanced Presentation Training – Telling a Consistent Story that Moves People to Action
Why Should Your Wholesaler Attend?
- Improved, measurable sales results in as little as 30 days
- Leveraged iPad technology to save time and money
- Understanding and applying industry best practices that differentiate your wholesaler
- Rediscovering their confidence to make a better first impression
