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The Mission:
To provide you with the essential knowledge, tools, strategies, and disciplines that will accelerate your production and transform your business!
DAY ONE | DAY TWO
DAY ONE
A Case Study in Success
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Learn why so many talented and knowledgeable Account Executives fail to earn what they are worth.
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Examine the business practices of two different Account Executives to identify success strategies for their business.
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Influential Selling
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Learn the art and science of relationship selling in order to influence others to do business with you.
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Identify the four critical building blocks to capture and sustain your business.
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Assess your current business practice relative to the four steps for immediate impact.
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Sales Assessment Insight
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Assess your specific sales call reluctance and how it is costing you thousands of dollars in lost commission.
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Improve your prospecting efforts to unlock unrealized production.
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Learn the number one secret to success in sales based on 30 years of research.
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Clarifying Your Business Objectives
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Obtain focus and clarity on your production and financial goals in order to achieve them.
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Measure yourself against the six attributes of successful Account Executives to effectively create your plan.
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Create a strategy to improve your performance and ultimately dominate the market in the shortest period of time.
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DAY TWO
Marketing to Loan Officers
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Identify the specific types of Loan Officers you want to target to create unbelievable momentum.
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Learn how to profile your Loan Officers effectively so you can create powerful marketing strategies that work.
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Know how to effectively ask a Loan Officer for an appointment.
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Interview a Loan Officer with confidence and create a long-term sustainable relationship.
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Know what to do when a Loan Officer won't return your call.
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Send value-added information to Loan Officers that gets their attention and their business.
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Overcome the most common Loan Officer objections by confidently addressing them.
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Effective Presentations
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Learn five keys to making powerful presentations to capture more business.
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Deliver the most effective sales meetings to become the Account Executive of choice among your Loan Officers.
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Powerful Mission Planning
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Create direction and purpose for your personal and professional goals and achieve the quality of life you desire!
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Benchmarking Your Success
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Achieve flawless execution of your Business Plan and the vision needed to reach your professional goals.
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Create weekly and daily plans to measure your daily activity to ensure success in owning the marketplace.
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Maintain a Key TargetTM list to market your services by focusing on your referral sources and eliminating the competition.
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