WORKSHOPS
How to D.R.I.V.E.™ Strategic Conversations is a game-changing workshop designed to challenge, inspire and empower audiences to:
Better connect with and serve their customers/clients
Stand out from the crowd
Conquer challenges
Add greater value and
Drive revenue
Though I specialize in working with sales teams in the financial services industry – asset and wealth management specifically – this workshop is relevant and customizable for virtually any workplace group.
Workshops are skill focused, practical, energizing and deliberately disruptive. Participants are challenged to get out of their comfort zone; because in order to change our behaviours, we have to get uncomfortable. They include a strong experiential component and feature “in the moment” coaching to allow participants to immediately put what they have learned into practice and embed new skills.
Flagship Offerings
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Audience: Sales Teams
Purpose: To take your sales team to the next level through advanced performance training focused on developing the mindset and essential sales skills necessary to connect with customers/clients and crush the close.
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Audience: Internal and External Wholesalers
Purpose: To take your wholesaling team to the next level through advanced performance training focused on being relevant, sharing insights and adding value to advisor conversations.
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Audience: Service Teams
Purpose: To take your service team to the next level through advanced performance training focused on how to build trust and develop critical communication skills.
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Audience: Leaders of Service/Sales Teams and Director/Executive Leaders
Purpose: To take your leaders’ coaching skills to the next level through advanced performance training focused on how to have courageous conversations and develop high performers.
A Taste of What’s in Store
Workshop participants will be challenged and provoked to think strategically and act courageously. They will receive practical tools they can put into place right away to develop resilience, build greater trust and intentionally remain relevant to customers/clients. Leveraging my proprietary D.R.I.V.E.™ Model, participants will specifically learn how to:
DISARM Objections
REFLECT Experiences
Share INSIGHTS
VERIFY priority needs
Leverage ENERGY rituals for high performance
VALUE ADDED: Each participant will receive a customized Warrior Development Plan that can be leveraged to drive accountability and ensure continuous improvement following the session.