OTHER
PRESENTATION TO OFFICE/COMPLEX
If you are a Manager that is interested in utilizing us as a resource for your advisors, there will be NO FEE to present to your office / complex. We will absorb all costs associated with travel. We look forward to the opportunity of helping you and your advisors!
SPEAKING ENGAGEMENTS
We are available for conferences, as well as coming to your office / complex for speaking engagements. We cover a wide variety of topics:
- Referral Generation: Effective approach to asking for referrals and creating advocates
- New Business Development: The most effective strategies to grow your practice
- Proactive Service Model: from segmentation to designing how your clients want to be serviced to utilizing your contact or CRM system
- Sales Process & Tracking: Effective strategies to closing business and identifying effectiveness of sales process
- Business Planning
- Etc....
COST: $2500* per visit (roughly 40 minute presentation for each, then Q&A) *this does not include travel costs