Thank you for the great presentation at our Winnipeg Sales Congress on June 24th!
We certainly appreciated your background of coaching in the industry – right away, it gave credibility to your presentation. Your enthusiasm was great & you did an excellent job of reaffirming much of what we work through with advisors… it is valuable for them to hear it from an ‘outside source’.
Great concepts! You were able to create excitement in the room but also provide some great tips for implementing the ideas as well.
Our advisors took a lot of notes & found a lot of value in the material you presented. You did a phenomenal job of relating your experience to our rookies as well as our seasoned advisors.
I’m wondering if we might be able to access a few of the slides you had in your presentation as I am looking to use these points in future coaching & training sessions; ‘Unmet Needs’, ‘Asking for Referrals’, ‘Get your needs met’ , ‘Why is vision important’ and ‘To understand the issues’ .
Thank you very much.
Kristy J. Lee – Sun Life Financial
Sales Manager
Regina, SK
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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