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
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
Gail provides one-on-one coaching sessions for advisors that want to improve their marketing and appointment setting.
Bill Cates and Gail have joined forces to create the best on-demand training in the industry. Now your appointment setting and referral training is all in one updated program.
CALL Gail at (914) 806-3836 to discuss improving the training of your advisors!
