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Home > Business Consulting Workshop

Business Consulting Workshop

 

 

Download Registration Form

Business Owner
Consulting Workshop


Charge non-investment fees

Sell giant insurance policies

Diversify practice revenue

Acquire new affluent clients  

Identify and Prospect a New Market
Leading financial consultants and Top of the Table insurance producers have long recognized that the solution is to go where the money is!  The more successful the business, the greater the need for objective assistance from a third party advisor - LIKE YOU!

Acquire All the Tools
PowerPoint presentation, fact finder, letters, agendas, checklists, forms, motivating articles, plan text and easy-to-use calculation spreadsheet that motivates business owners to immediate action.  Approach local businesses using tested letters, articles, sample plans, certificates, agreements and a proven professional system fully scripted.   Also:  Why and how to insure all business debts.

Close the Sale
Maximize this workshop experience.  Practice the initial presentation, business evaluation and funding analylsis - so you can immediately see revenue results.

 

CE Units: RFC® and CFP® 7

 

Register Now Call: 800.532.9060  
 

 

 











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