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RETURN

BACK TO THE FUTURE

 


 

EXCLUSIVE 2-DAY ADVANCED

COMMUNICATION SALES TRAINING

“Great Scott!”

The world as it was seems to be returning. Masks are being removed and financial advisors are heading back to their offices. However, is everything really “back” to what it was before?
While you may have entered the pandemic with great verbal and non-verbal communication skills, their effectiveness has been diminished. Lengthy quarantines have changed the way you communicate with others, and more importantly, the way clients and prospects interact with you. While in the past, shortened attention spans and lack of eye-to-eye contact may have been signs of disinterest or just plain boredom, today it may stem from hours spent binge watching a Netflix series… alone.

Times have changed, and in our ever-evolving world of communication and connectivity, there’s a need for elevated skills in both terms of delivery and the ability to communicate professionally over a variety of platforms, e.g. email, text, social media, Zoom, and face-to-face meetings. All of which involve an in-depth understanding of how communication has evolved in a post-pandemic world.

“Roads? Where we’re going,
we don’t need roads!”

 

—Doc Brown, Back to the Future

During two-days of rigorous training and coaching, you’ll move beyond the typical communication path to learn cutting-edge skills that will usher you into the new future of communication. Using highly interactive activities such as communication simulations and video replay, and by receiving feedback from coaches and peers, you’ll discover what you need to do to become a more effective communicator, leading to an increase in client acquisitions and resulting in exponential business growth.

Back to the Future
A Gamified Program

Propel to Levels Unimaginable
No matter what your skill level is, this training consists of games and challenges that will propel you to levels unimaginable. To begin, you’ll participate on two 45-minute calls to prepare you for your journey ahead. Upon arrival to the beautiful beachfront city of Santa Monica, you’ll be assigned to a team and a captain will be named… then “let the games begin!” From here your experience will be heightened to ensure mastery of each communication skill taught.

As a game traveler, you’ll:

  • Be videotaped in the beginning and throughout the training to benchmark your progress and to ensure the skills are internalized.
  • Learn more than 100 skills that are applicable to the sales process and will elevate your communication skills to an unprecedented level. The skills taught are equally beneficial for face-to-face and virtual interactions.
  • Be given scripts that have been proven effective by Wall Street’s elite advisors and with two decades of research and application. The skills will immediately be applied in actual conversations with clients and/or prospects.
  • Participate in communication simulations as you practice the skills taught. Coaches and peers will provide constructive feedback.
  • Participate in assigned overnight real-life experiences with strangers.
  • Explore various obstacles you’ve faced and learn tactical solutions for addressing each of them.
  • Be scored on how well you implement the concepts taught–it’s all part of the game!
During two intense days of training, you’ll learn an evolutionary system of communication that will enable you to be consistently “in the zone.” This non-stop training is equally beneficial for you, as a financial advisor, and for members of your firm’s management team.

TRACK #1 – FIRST TIME TRAVELERS

Building Rapid Rapport

After benchmarking your current skill level via videotaping, we’ll identify your strengths and the areas you need to improve on. You’ll then learn key strategies for building instant rapport, either face-to-face or virtually, in order to gain more control over a person’s willingness to hear your message. Additionally, you’ll explore the signs to determine whether or not the listener is actively engaged.

Dialogue and Interactive Skills
While the stage is set at the opening of the call, the bulk of success is determined by the interactive element. In this segment, you’ll discover specific and often unused or unknown skills that will allow you to engage prospects in a dialogue that will quickly build relationships and move them to the next phase in the sales cycle.
Handling Objection
You’ll learn the fine art of reframing objections to move a “no” response to a “maybe” and ultimately to a “yes.” This powerful methodology is not just for closing, or to get the person on to take the next step, but also to get them to follow through on their commitments. As you learn how to handle objections and to negotiate issues, the prospect will be moved forward to the next phase.
Virtual Communication (NEW)
In this session, you’ll learn skills unique to virtual communication, including how to: 1) create a powerful and compelling first impression, virtually, 2) generate business using social media, 3) project a powerful presence when videoconferencing, and 4) identify a person’s decision-making process and close business in record time, virtually.

Impactful Presentations

You’ll receive proven scripts for breaking resistance barriers, and then learn how to present them in a way that will help “seal the deal.” As you learn to have greater command over a conversation, making it more memorable and impactful, your credibility will be increased.

The Art of Listening

In this session, you’ll learn how to listen for what a person consciously and unconsciously is saying. As you explore the use of non-obtrusive probes for encouraging prospects to vocalize their thoughts and feelings, their reluctance to sharing will be overcome. Uncovering this information will enable you, as an advisor, to identify the prospect’s unresolved issues and will increase your ability to provide a solution

Closing Skills

Knowing how to successful close the prospect is critical at each phase in the sales process. The skills required to get people to commit will be learned and drilled to perfection. When uncovering the prospect’s primary decision-making drivers, you will be better able to provide the value the prospect is seeking.

Building a Network of Advocates (NEW)

To become the best you can be in your field, your success is highly dependent on the connections you make and the professional network you develop. Learn communication skills and a refined system for engaging family members, friends, social acquaintances and Centers of Influence (COIs) to become enthusiastic advocates driving business to your door.

Register today for this one-of-a-kind event

TRACK #2 – SECOND TIME TRAVELERS

The 1990 Back to the Future movie ends with Doc Brown and his kids returning only to have him fly off again. When Marty asked Doc Brown if he is going “back to the future,” Doc replied, “Nope, already been there.”

If you’re a Second-Time Traveler, we want to ensure you that this journey will be unlike any you’ve taken before and includes much more than you experienced during your Track #1 experience. Yes, your journey will include a refresher on the skills you previously learned (a little refresher never hurt anyone), but as a Track #2 participant, every skill listed on Track #1 will include an advanced version.

NEW! You’ll also experience:

  • Ten advanced reframes
  • Strategies for “defending your value”
  • 100 ways to respond to a “no”

Note: All Track #2 – advanced players must bring the “Pitch Book” they received in Track #1 to the event. Approval must be obtained by the Coaches prior to being admitted to Track #2.

Don’t wait for a bolt of lightening to strike the clock tower.
Register today for this one-of-a-kind event. When incorporating the skills taught, your level of experience and expertise will be elevated to “master of communication,” putting you eons ahead of your competition. To use the words of self-described “student of all sciences” Doc Brown, “You’re gonna see some serious s**t.”

What to Bring:

A fully charged cell phone and charger so that you are able to participate in filming yourself throughout the training. Advanced players to bring their pitch book.

We look forward to seeing you there!

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