EXCLUSIVE WEBINARS | LIVE WEDNESDAYS | NOON ET | 🕒 60 MINS EACH

SANDLER SERIES:

Join us for an exclusive three-part webinar series designed specifically for financial professionals. This series will equip you with the skills and strategies you need to enhance client interactions, secure commitments, and master the art of discovery.

register now!

*This webinar has passed. Webinar recording available upon registration.

MAXIMIZE ENGAGEMENT

Get People to Act on Your Advice

Discover how to maintain momentum with clients and prospects. Learn how to run meetings that keep clients engaged and ready to take the next step.

What You'll Learn

  • The underlying psychology of establishing mutual agreement
  • How to comfortably set the stage for a productive conversation
  • How to position for next steps

UNLOCK CLIENT COMMITMENT

3 Essential Drivers of Change
Understand the key factors that motivate clients to commit to changes in their financial plans. Learn how to qualify their willingness and readiness to make significant adjustments.

What You'll Learn

  • The 3 factors that motivate a commitment to change
  • The psychology behind a person's willingness to make changes
  • How to qualify if your client or prospect is interested or motivated to take your advice

MASTER DISCOVERY

Leverage Questions to Educate and Gain Commitment

Explore how to use targeted questions to uncover client needs, goals, and outcomes. Learn how to leverage these questions to educate clients and secure their commitment.

What You'll Learn

  • Why we’re hesitant to ask hard questions
  • How to structure questions effectively
  • How to get honest answers
  • How to gain a deeper understanding of client goals

Featured Presenter

ERIC WARNER
President/Owner Praxis Growth Advisors, Inc.

Eric Warner, the founder and president of Praxis Growth Advisors, is an award-winning sales trainer, leadership development specialist and accomplished sales process strategist. He has more than 25 years of experience leading teams, building businesses and driving complex sales processes.

 

Eric’s philosophy on selling is focused on moving people in the direction you want them to go and have them feel good about going there. As a result, much of his sales and leadership training can be applied to many aspects of his client’s business interactions and even their personal lives.

Claim Your Seat!

Register once to gain access to all 3 webinars. Recordings will be made available for any webinars missed.

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