Original Air Date: Nov. 16, 2017

Webinar Summary

How do you create “high value” conversations with your Clients? Are you perceived as a “Trusted Adviser & Partner” or more of a Supplier? How can you ensure that you and your Clients are connecting on an emotional level? Recent Gallup Research shows that emotionally engaging customers with “high-value conversations” leads to more business.

Customers who are more engaged:

  • Purchase 22% more types of insurance products
  • Remain customers for 4 years longer
  • Invest in financial products 3x more often
  • Recommend to others 4x more often

During our time together, we will focus on creating “high value conversations” as you:

  • Assess and learn about your own communication style and how it impacts others.
  • Determine the level of value your Clients perceive that you bring to the conversation.
  • Create a competitive advantage by effectively relating, engaging and inspiring others.

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Audience

New and Experienced Advisors, Managers, Other Team members who need to communicate effectively with others to be successful.

Faculty

Mike Esterday, CEO, Integrity Solutions 
Mike has experienced a wide variety of success over a 35 year career in in sales, management and training. As CEO of Integrity, he develops solutions to enhance sales, coaching and service skills globally. Integrity is a GAMA Resource Partner and Mike is a regular speaker at their annual LAMP (Leadership and Management Program).

Julie ann Wessinger, National Director Client Performance Strategies, Allied Solutions
Julie has been successfully helping Financial Services and Insurance Organizations meet and exceed their goals for 25 years.

Duration

Approximately one hour

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