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There is no substitute for a live, on-site training. We offer customized live programs that combine as much classroom training and role playing as needed.

Please call or email to discuss your agency’s phone training needs. Our most popular seminars are:
Telephone Tango – Surviving in a No-Pick Up Culture
Appointment Setting in a High Tech World
Transitional Talking Skills — From Conversation to Coffee Appointment
Implementing Your Phone Training Program


“You can’t learn basketball from a book.”

Study Groups give advisors and managers an opportunity to practice important behaviors. Our most popular topics are: Becoming A Contact; Social Transitional Talking; Natural Market Calls; Referrals to Introductions; Why Coffee Appointments?; Marketing Ideas for Today; Cloning Your Favorite Clients; Manager Phone Coaching Skills


Call for information on how we conduct short, informative webinars on prospecting and appointment setting.

Telephone Tango – Surviving in a No-Pick Up Culture
Social Transition Talking Skills  
The Digital-Personal-Vocal Mix 
Deep Dive into calling your Natural Market
Modern Recruiting Methods
Sales Manager Guide to Marketing and Phoning
Prospecting in the New Normal
Phone Networking 101


Call to discuss the best content for your group meeting


Gail provides one-on-one coaching sessions for advisors that want to improve their marketing and appointment setting.