Webinar Replay
Boost Your Sales Success: The Advisor's Guide to Precall Preparation
Enter Your Email for Instant Access to The Webinar Replay:
WHAT YOU'LL LEARN:
Why Precall Planning Matters: Let’s talk about why a little prep work can make a huge difference—and how you can use it to your advantage.
A Simple, Powerful Tool: We’ll walk you through the Precall Planning Worksheet, a tool that can help you organize your thoughts, focus your strategy, and get better results—every time.
Get the Scoop on Client Research: We’ll share some easy, effective ways to dig up the info you need to make your calls more personalized and impactful.
Designing Winning Call Strategies: Learn how to craft call plans that not only meet your clients’ needs but also uncover new opportunities you might not have seen coming.
Sharpen Your Communication Skills: We’ll give you tips on how to make sure your message hits home and keeps your clients engaged from start to finish.
Track Your Wins: Find out how to measure the success of your precall efforts and keep improving with every call.
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