Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes!  COMING SOON! Full presentation time: 58m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 General credit  * Advocis - 1 IAFE Approved credit  * FSRA - 1 FSRA Approved credit  * ICS - 1 Life Insurance, 1 Seg Fund credit * ICM - 1 Life Insurance 1 Seg Fund credit & acceptable to many other organizations.

Curriculum

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
    4. (Included in full purchase)
    5. (Included in full purchase)
Alan Hoffman

About the Presenter: Norm Trainor

Norm Trainor is the President and CEO of The Covenant Group, referred to by many as “The Business Builder.” He formed The Covenant Group (TCG) in 1995, where his team has amassed and diagnosed research on top-performing professionals, distilling that research into The 8 Best Practices & Business Builder concepts. TCG educates and coaches entrepreneurs, providing them with the necessary business tools to enhance their performance and achieve new levels of profit and productivity. TCG works with some of the world’s largest institutions and has client networks across North America, Europe and the Caribbean. TCG specializes in helping financial services organizations grow market share and increase productivity by improving the practice development capability of their owners, managers, advisors and agents

Conversational Selling

This presentation provides the importance of conversational selling in attracting and retaining clients. He emphasized the need for advisors to narrow their focus, master conversations, and understand client needs.  Start now!