Webinar Replay

Advisor's Secret Weapon: Drive Sales Without the Marketing Chaos!

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WHAT YOU'LL LEARN:

Redefine your professional and personal identity. Discover how to scan the atmosphere, connect deeply with your core values, and leverage your unique strengths to establish a brand that truly represents who you are and aspire to be.

Engage in reflective exercises that help you articulate your purpose, identity, and the values that drive your decisions.
Explore how your behaviors influence others and shape the memories you create.
Learn to navigate past the distractions and expectations of others to focus on what makes you tick.
Understand the profound impact of embracing and playing to your strengths, captured through moments of pure engagement and joy in various stages of your life.
Anchor your newfound self-awareness in actionable strategies that enhance your influence and presence in any setting.

KENDALL RAWLS
Director of development, ISPA

Kendall Rawls is the Director of Development for ISPA who knows and understands the challenges that impact the success of an entrepreneurial owned business. Her unique perspective comes not only from her educational background but, more importantly, from her experience as a second-generation family member employee of The Rawls Group - Business Succession Planners. 

CO-HOSTS

JOE GIRARD
SALES PERFORMANCE COACH, CHANGE GROW ACHIEVE

Joe Girard is a sales performance coach and consultant from Victoria, British Columbia Canada. His mission is to rid the world of "salesy weirdos" and help people sell like humans. Joe has worked in sales for 25 years, from being a sales rep to manager and trainer to now helping coach and train companies around the world. He believes that it's not what he puts into people, but rather what he can pull out of them to find their unique opportunities. His understanding of the sales mentality coupled with complex strategic thinking allows Joe to find creative ways to solve challenges and make them fun.

"The most important item I gained by obtaining training in succession planning was an understanding of the legion of drivers that impact a successful succession plan. It gave me the ability to understand my clients’ motives better (which in many instances are not fully articulated)." 

Leon M Rogers, CPA/ABV/CFF, CFE, CVA, CSP 
Managing Member, Tetrick and Bartlett

"I was always trying to find better ways to speak with business owners about succession planning. This training helped me transition from selling to asking better questions. This also enhanced my listening skills and I pivoted to teaching/consulting to their issues. I was better able to help privately held businesses move through the process of Succession, Exit and Transition."

Michael C. Valdez, AIF, CLU 
Founder & President- Business Transition Council