ADVISOR TRAINING WORKSHOP // May 2nd-3rd 2025

Spring into Summer with a Sales Tune-Up!

As we enter the busy season, there's no better time to sharpen your sales and communication skills. Join us for an immersive 2-day workshop designed to re-energize your team, break bad habits, and reinforce proven strategies that drive success.

Event Overview:

Special Focus: Inbound Phone Training

"Mastering Inbound Calls for Success" - Turn more inquiries into appointments and build lasting customer relationships.

Highlights: 

• Proven call strategies & scripting

• Conversion tactics for price shoppers

• Value-driven language & communication

• Emotional intelligence for customer trust

• Real call analysis + hands-on role-playing

What You'll Learn:

• Sales Strategy & Process

• Leadership Skills

• Operational Efficiency

• Communication Mastery

What’s Included

• Meals (Morning Refreshments and Lunch)

• Comprehensive Training Materials, and Resources

COST: $995 PER SEAT | FREE FOR MEMBERS

Schedule At-A-Glance:

Thursday, May 1

 6:00 PM – Optional Networking Dinner

Friday, May 2

 8:00 AM – Training Begins

•  Inbound Phone Training

•  Call Reviews

•  Script Building

 5:00 PM – Session Ends

 Evening: Optional Group Dinner

Saturday, May 3

 8:00 AM – Training Continues

• Script Role-Play

•  Coaching & Feedback

 3:00 PM – Workshop Ends

Contact Information:

For more information or to register, please call our team (385) 238-4534