SCHEDULE A CALL

SCHEDULE A CALL

mobile-logo

MAXIMIZE YOUR BOOK OF BUSINESS

FINANCIAL ADVISORS, BANKERS, WHOLESALERS, CPAS

SCHEDULE A CALL

WORKSHOPS FOR FINANCIAL PROFESSIONALS

TIME MANAGEMENT

Does it feel like there is never enough time in the day? Are you struggling to get everything done in a 40 hour work week? In this workshop, you learn how to achieve all of your important goals, every day.

 

Time management is not about cramming more things into your day. It’s already over-stuffed.

The key is to reduce the number of things you focus on…and make sure they are the right things.

 

Key Learning Objectives

 

  • Determine your high payoff activities
  • Eliminate distractions and time wasters
  • Leverage your team and resources for maximum productivity

 

Time Commitments

• Meeting: 60 – 90 minutes

• Conference Breakout: 60 minutes

• Conference Workshop: 3 – 4 hours

time management workshops startups

BEYOND SMART GOALS

You’ve probably heard of SMART Goals.

Specific, Measureable, Achieveable, Relevant, Time-bound

 

Those are all great things in a goal. The goal may be well constructed…but is it the right goal?

Goals provide a direction and destination for individuals, departments and companies.  Getting them right is crucial. We will provide a top down frame work that will allow you to create aggressive but achievable goals that are in line with your core values.

 

Key Learning Objectives

 

  • Learn how mission and vision can lead to good strategy
  • Devise goals that help achieve mission, vision and strategy
  • Develop a culture where everyone pulls in the same direction

 

Time Commitments

• Meeting: 60 – 90 minutes

• Conference Breakout: 60 minutes

• Conference Workshop: 3 – 4 hours

SETTING EXPECTATIONS

Customers have unreasonable expectations. Employees dump problems in your lap. Your boss is constantly changing your priorities. It’s frustrating! And quite possibly…it’s your own fault. Setting very clear expectations that are agreed to by all parties at the outset, is not easy…but it can be done. We will give you a process for developing the right boundaries, explaining them to people and maintaining them throughout.

 

Key Learning Objectives

 

  • Understand what is most important to you in your relationships with others
  • Gaining agreement on what expectations are reasonable for all parties
  • 3 steps for maintaining boundaries once they have been understood

 

Time Commitments

• Meeting: 60 – 90 minutes

• Conference Breakout: 60 minutes

• Conference Workshop: 3 – 4 hours

sales presentation training audience connection

EXPLAINING COMPLEX FINANCIALPRODUCTS

You know it’s the right solution for your clients, but do they understand it? They don’t have your years of training, so it can seem like you are speaking a different language. In this interactive workshop, you discover how to explain financial solutions so the client not only understands it but is also excited about it and will want to tell others.

It is important to understand what the client needs to know, what they want to know, and how to deliver the information in a way that they will understand.

 

Key Learning Objectives

 

  • Understanding what information creates the most impact
  • Using metaphors and analogies to bolster understanding
  • How to prepare ahead of time in order to keep the conversation organized

 

Time Commitments

• Meeting: 60 – 90 minutes

• Conference Breakout: 60 minutes

• Conference Workshop: 3 – 4 hours

DELIVER CAPTIVATING PRESENTATIONS WITH CONFIDENCE AND EASE

In today’s business atmosphere, competition is uncompromising, and expectations are high. Accordingly, public speaking and presentation skills are more critical to one’s career than ever — whether presenting in professional situations, speaking on stage, or selling to clients.

 

While many believe being an effective speaker is merely having the fortitude to stand up in front of others and share information, successful leaders realize that being a purpose-driven speaker requires the ability to personally connect with others on both the conscious and unconscious levels. They recognize that, without mastering this skill, it is virtually impossible to reach one’s full potential or that of the organization.

 

In this interactive and enjoyable session, you learn how to develop and deliver presentations far superior to the traditional information dump. You understand how to craft presentations that engage, persuade, and inspire your listeners in any situation.

 

Here’s the best part. You can instantly turn knowledge into action because every strategy and tactic you learn is designed for immediate real-world application.

 

Key Learning Objectives

 

  • Be more confident
  • Decrease your anxiety
  • Be a more effective leader
  • Differentiate yourself from others
  • Be more valuable to yourself and your company
  • Increase your credibility
  • Concisely and precisely communicate your ideas
  • Be able to clearly and concisely articulate solutions
  • Make meetings a valuable use of time
  • Inspire colleagues, clients, and customers
  • Establish yourself as an expert
public speaker presentation training
SCHEDULE A CALL WITH JEREMY