7 Verifiable Continuing Education Credits
C.E. Credits will be awarded at the end of the workshop.
Tues July 17th, 2018
A Motivation & Sales Management Mastery Program
What Makes Our CE Workshop Better?
Focused Continuing Education – Designed by an Advisor, for Advisors
We understand that your business is about more than just Insurance and Investments!
As a result, our 2-Part workshop provides you with inter-related and relevant topics that are guaranteed to boost your business.
Personal growth and development prepares you to create new opportunities and achieve more success. Our objective is to provide you with strategies, ideas, tools, and systems for permanent, positive, lasting change, for the benefit of your clients.
Your governing bodies demand Verifiable C.E. Credits. Our program is accredited for Verifiable Continuing Education Credits. You will receive your CE Credit Certificate at the end of the day following the workshop completion.
Don’t risk your career!
Make the smart choice!
Our workshop is inspirational, fascinating and enjoyable with a fully interactive forum;
you don’t just sit there and listen to topics that are irrelevant to your business!
2 – Part interactive classroom-style workshop, designed specifically for Insurance and Financial Advisors.
For attending this live workshop with us, you'll receive a certificate for 7 Verifiable C.E. Credits for each part you attend.
Our Live interactive workshop has a maximum seating capacity of 16 seats for maximum results.
Educational – Motivational – Verifiable
- Program Introduction – Inspire – Motivate – Empower
The Mind + The Action = The Results
- Develop a Business & Marketing Plan
Including the 4 step model to succeed
- Create a real complianced file
- The Full Sales Cycles
Focusing on Prospecting Mastery, Presentation & Close
- Elevator Speech or effective introduction
- Prospecting Mastery – Ideas and Action
The six essential sales: selling needs and Financial Needs Analysis
- Anti-Money Laundering
Including 25 quizzes
- How to Remove your 7 Success Blockers
- Effective Seminar and Database Construction
- Setting Goals or Commitments or both?
- Canada’s Anti-Spam Legislation
- How to handle a client complaint – form
- Shift Your Prospects Reasons to Buy
Selling the Need
- Handling objections
- Prospecting Mastery – Ideas and Action
Plan to Earn Your CE Credits Now and Avoid the End of Year Panic!
The Workshop Includes:
- Workbook covering respective sections of Boost the Value of Your Business – including sample scripts, tools, role play and worksheets
- Continental breakfast, refreshments and lunch
- A monthly follow up to ensure on-going success
Who should attend this exclusive workshop?
- Experienced Advisors looking to sharpen their skills and expand their success
- New Advisors wanting to learn how to sell effectively and build long-term loyal relationships
- Advisors who want to consistently be in the top 15%
- Sales Managers who want a system for coaching newer Advisors
- Advisors who want more personal growth & development
- Advisors who want to uniquely enhance their reputation, differentiation and ability to satisfy client needs!
- Advisors who want to get more great new clients, increase referrals, grow their business, and increase the value of their business!
- Advisors who want to remove negativity out of their life and replace it with positivity!
- Advisors who want to BOLDLY go far beyond his/her capabilities in order to win!
Increase your financial sales, leadership & management skills, psychology of selling, and business planning through Don Xavier's Training.
New Date by Popular Demand!
Part 1: Tuesday July 17th, 2018
Location: 555 Burnhamthorpe Rd. Suite #600 Etobicoke, ON, Canada
Time: 8:30am – 4:30pm
Hotel Nearby : Hampton Inn Toronto Airport Corp Centre
5515 Eglinton Ave. W., Toronto
These seminars sell out so don’t delay, register now!
For more information, please contact us at:
Tel: 416 626 5044 ext. 225 or Direct: 416 562 9780 or
*Note: Advisors are responsible for ensuring that CE credits are applicable to the individual regulatory, licensing, designation, and professional membership bodies under which they are governed. You will receive your CE Credit Certificate at the end of the day following the workshop completion.