Want to increase your revenue this year? This could be the single most important event you attend.
At this everything-sales-and-process intensive training event, we’ll take a deep dive into a number of topics, tactics and strategies designed to help you kick up your firm’s performance and make you rethink what’s possible.
We’ve got the answers you’re seeking.
At The Transformation: Sales Skill & Process, we’ll spend two days picking apart the anatomy of a sales process that helps close clients and grows your business.
Learn From the Masters
With speakers like these, it’s no wonder this event has been one of AE’s most effective to date.
Mark Lloyd
AE HALL OF FAME PRODUCER
Closing out 2019 with $47 million in annuities and a spot in AE Wealth Management's Top 20 advisors, Mark will dissect the sales process that helped him become one of Advisors Excel’s most admired leaders. He’ll walk through how to capitalize on first and second appointments, ways to (gracefully) expose deficiencies in prospects’ existing strategies, strategies to convert nearly half of your prospects to full-fledged clients AND how to quickly get associate advisors up and running.
Kristian Finfrock
AE ELITE PRODUCER
Kristian took his production from $5 million in assets in 2011 to $52 million by the close of 2019. A key gear that drove his incredible growth spurt? His fine-tuned — and religiously executed — sales process. Kristian will reveal the steps he uses with every single prospect, including how he uses their own words to build a powerful close and exactly what he does to ensure he’s ready to write business as soon as prospects say the word.
Ian Altman
SALES EXPERT
A standout among AE keynote speakers, Ian is a sales expert with a bestselling book to prove it. Ian founded and grew business services and technology companies that went from infancy to over $1 billion in value. He spent years researching how consumers make decisions, and his findings have made Ian a leading authority on accelerating business growth. At The Transformation, Ian will show you the tools he used to grow his businesses, including: how to create and use client vision pyramids, communication cues, ways to eradicate price competition and the language you need to use to drive sales.
Event Dates
Registration is open! Join us at our next event in Topeka!
Sept. 30 - Oct. 2
Advisors Excel | Topeka, KS
What You'll Learn:
Don’t wait! Start your Transformation today.
Spots will fill up fast. Register NOW for The Transformation: Sales Skill & Process and see where your business can go!
Your Transformation starts here.
The Transformation is designed to provide general information only on the topics covered. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of the compliance requirements of any broker-dealer or Registered Investment Adviser with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance regulations. Investment advisors are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Adviser with which they may be affiliated prior to implementing new marketing programs. The unique experiences and relative success of the presenters may not be representative of the experience of all financial professionals. Results from the use of the concepts and strategies shared at The Transformation are no guarantee of your future success.
2/20-1094966 For financial professional use only.