Hilton Lisle/Naperville
3003 Corporate West Drive
Lisle, Illinois 60532
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
Sales People
Investment Representatives
Mortgage Originators
Wealth Management Officers
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 $1095* 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.
* Early discount registration price of $995 if registration and check are received by April 10, 2010 .
Testimonial!
After 25 years, I had been through about every kind of sales training you could imagine. It had all been the same: Fidget in a hot/cold room for 3 or 4 days, then go back to the office and try to clean up the earthquake that had hit in my absence. I remember grumping that ‘My customers come first, and I can’t be doing all this stuff or they would suffer.’
I took a chance and started using what I learned by exploring my book of business in a small way. That way, I figured I could still do what made me happy and at least try out this new process too. As I picked up the phone, scheduled meetings and started listening and probing, a surprising number of those clients started revealing that they had other assets and needs that I had not even dreamed were there!
All of a sudden, in a short period of time, my original view of how to serve my customers and be happy in my job had changed radically. Now I saw that they are best served if they are completely served – all their needs and goals identified and explored, a strong feeling of trust and confidence created, and a sense of personal caring communicated to them (regularly!). Today, I find I look forward to making calls and growing relationships; it’s fun to see how much I can learn in a single call, to nurture the relationship and to see customer confidence build.
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