Summit VI – Northwestern Mutual
All three dates are included as part of Summit.
- April 20, 2021
- June 24, 2021
- August 17, 2021
Summit VII – Northwestern Mutual
All three dates are included as part of Summit.
- June 3, 2021
- August 10, 2021
- October 19, 2021
- The locations for this Summit are: August 12 – Chicago area, October 13 – virtual/ remote session, December 7, Las Vegas area.
- Your investment to attend the Summit is $6,000 (travel costs not included).
- Seating is limited to 20 registrants and spots will be filled on a first come, first served basis.
- This upcoming Summit is for Northwestern Mutual financial advisors only. Additional 2021 Summit programs will be announced soon.
- Registration deadline is July 12, 2021.
Not having enough high-quality prospects to call on is a death sentence in our business. What would be the impact on your practice if you could create consistent prospecting results? I’ll teach you how to change your mindset and build the systems necessary to become a master prospector!
Phoning & Calendar Management
Do you fear the telephone? You shouldn’t as it’s your greatest income tool possible if you use it more effectively. Are you a slave to your calendar? In this module, you will learn the confidence and skills to effectively convert prospects to appointments, as well as how to build a highly efficient schedule through a proactive and consistent approach to calendar management. I’ll have you working smarter, not harder.
To be an expert fact finder, you have to begin with the end in mind. The ultimate goal? A quality relationship with your client. To gain the right facts and build this relationship you have to evoke 3 key feelings in the client. Learn what these are and how to foster them in each client!
Can you recreate the energy and emotion you built in the fact finder to help motivate a prospect to action? Do the plans you build create the client’s mindset that guides the meeting towards next steps? When building the plan, less is more. I’ve got two words for you: relatable and personalized.
When it comes to closing, it’s all about offering a solution to a problem, not selling a product. When this meeting is done well, the result is that your client feels incredibly connected to you, and they will also feel (maybe for the first time ever) that they could actually achieve their goals for financial security. Let me tell you – that’s powerful stuff.
Do you have “rockstar” annual review meetings? (Hint: If your client doesn’t leave feeling like they are one year closer to achieving their financial dreams, then the answer is NO!) Learn how to use your annual review meetings to enhance your relationship – fostering not only renewals, but more importantly – referrals.
Your registration includes your three full-day sessions with Jim, as well as a cocktail and dinner event the night before each session. In addition, you receive individual coaching calls with our P2P Advocate between each session, designed to help you overcome your unique challenges or obstacles to growth. Travel costs and arrangements must be made separately and are not included.
Yes, the registration fee of $5,000 is due upfront as a single payment. If you register more than 120 days in advance, you can choose to make a 25% non-refundable down payment to reserve your spot.
In order to get the full value of the program and make the most of your investment, it is important that you only register if you can make all three of the workshop dates. No refunds or partial refunds will be made for people who are unable to attend one or more of the workshops.
The ideal candidate for this program is typically has between 2 - 15 years of experience as a financial advisor and is looking to transformationally grow their practice. This program is not intended for multiline agents.
Depending on dates, workshop sessions will be held in either in Las Vegas or Chicago. Upon registration, you will receive a welcome letter which includes details on travel logistics.
Over 300 advisors have participated in our Sales Cycle Mastery program in the past three years. We are extremely proud of the fact that we’ve helped over 1/3 of them achieve what we define as TRANSFORMATIONAL GROWTH: 50% or more YOY in core premium growth. While it is our expectation for every advisor who participates in this program is to create TRANSFORMATIONAL growth, we do not have a “secret sauce” and the only way to achieve that result is by implementing the systems we teach.
Our commitment is to hold our sessions in-person if at all possible; however, if circumstances outside of our control change, we are fully equipped to provide a state-of-the-art virtual session.
Absolutely! You will receive information about pre-work for Session 1 in your welcome letter, approximately 30 days prior to your first session. Each session will include assignments designed specifically around implementing the systems and language Jim teaches for each of the sales cycles. In order to create transformation, sustainable change - you will need to get comfortable with the uncomfortable and be willing to do the work. If you do - you will look back on this program as a true turning point in your career.
Registration is limited to 20 advisors on a first-come, first-serve basis.