Cleveland Events

[The Multiple Choice Mindset]

In-Person: 6060 Rockside Woods Blvd N. Suite 105, Independence, OH 44131

or via Zoom: https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

You bring the problem or impending event and we'll work together to find a solution.

via Zoom: https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

[Mastering Up-Front Contracts for Wealth Advisors]

In the competitive world of wealth management, clear communication and mutual expectations are key to building trust and securing long-term client relationships. This interactive session will teach financial advisors how to implement Up-Front Contracts—a structured approach to setting clear expectations at every stage of the client journey.

You'll learn how to:
? Establish mutual agreements that reduce ambiguity and increase trust
? Set clear agendas for client meetings to improve engagement and efficiency
? Gain commitment from prospects and clients without pressure or ambiguity
? Handle potential objections proactively by aligning expectations early

By mastering this technique, you’ll create a more predictable and productive sales process, leading to stronger client relationships and improved conversion rates.

[Sandler Role-Playing for Wealth Advisors: Sharpen Your Sales Conversations]

The best way to improve your sales skills is to practice them in a safe, structured environment before engaging with prospects and clients. This hands-on Sandler Role-Playing session is designed specifically for wealth advisors who want to refine their communication, objection-handling, and closing techniques.

In this interactive workshop, you’ll:
? Engage in real-world sales scenarios tailored to the wealth management industry
? Practice the Sandler Selling System techniques, including bonding, qualifying, and closing
? Learn how to navigate difficult client conversations with confidence and control
? Receive live feedback and coaching to fine-tune your approach

Whether you're looking to sharpen your questioning strategies, overcome common objections, or gain confidence in high-stakes conversations, this session will help you master the skills needed to grow your book of business.

[Decision Intelligence]

Presenting too often and too early only to discover a hidden decision maker? Come learn how to master the decision step.

or via Zoom: https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

The mission of helping people find the business of their dreams is both rewarding, and a times, challenging. Yes, it can be an emotionally violent business. These 90-minute sessions are laser focused on you, the franchise consultant, to sell more, and sell more easily.

Via Zoom: https://us02web.zoom.us/j/82047651069?pwd=SKbX7DvzV4wgcc7gP2ZedbkagZrbu0.1

You bring the problem or impending event and we'll work together to find a solution.

via Zoom: https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

Investing in sales leader growth is one of the most impactful organizational investments. While a powerful and effective sales leader offers mounting benefits, an ineffective sales leader takes an even greater toll on a company, resulting in stalled or lost deals, expensive turnover of staff, and missed revenue goals.

In-Person: 6060 Rockside Woods Blvd N. Suite 105, Independence, OH 44131

You bring the problem or impending event and we'll work together to find a solution.

via Zoom: https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

Tired of long selling cycles, your people accepting “I’ll think it over”, or unqualified proposals, conversations & presentations that don’t amount to any business? This fundamentals program is designed for new participants’ understanding of the Sandler Selling System, appropriate prospecting behaviors and selling techniques along with attitudinal concepts required to for substantial and sustainable results. There are 2 sessions to the Boot Camp program. Once completed, participants can move into The Sales Mastery program.

Where: 6060 Rockside Woods Blvd N. Suite 105, Independence, OH 44131

Tired of long selling cycles, your people accepting “I’ll think it over”, or unqualified proposals, conversations & presentations that don’t amount to any business? This fundamentals program is designed for new participants’ understanding of the Sandler Selling System, appropriate prospecting behaviors and selling techniques along with attitudinal concepts required to for substantial and sustainable results. There are 2 sessions to the Boot Camp program. Once completed, participants can move into The Sales Mastery program.

Where: 6060 Rockside Woods Blvd N. Suite 105, Independence, OH 44131

[Mastering Up-Front Contracts for Wealth Advisors]

In the competitive world of wealth management, clear communication and mutual expectations are key to building trust and securing long-term client relationships. This interactive session will teach financial advisors how to implement Up-Front Contracts—a structured approach to setting clear expectations at every stage of the client journey.

You'll learn how to:
? Establish mutual agreements that reduce ambiguity and increase trust
? Set clear agendas for client meetings to improve engagement and efficiency
? Gain commitment from prospects and clients without pressure or ambiguity
? Handle potential objections proactively by aligning expectations early

By mastering this technique, you’ll create a more predictable and productive sales process, leading to stronger client relationships and improved conversion rates.

[Dealing with Money]

Money isn't the easiest thing to talk about and can even be more difficult to get someone else to discuss. Come learn how to master the budget step.

In-Person: 6060 Rockside Woods Blvd N. Suite 105, Independence, OH 44131

or via Zoom: https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

You bring the problem or impending event and we'll work together to find a solution.

via Zoom: https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

[Sandler Role-Playing for Wealth Advisors: Sharpen Your Sales Conversations]

The best way to improve your sales skills is to practice them in a safe, structured environment before engaging with prospects and clients. This hands-on Sandler Role-Playing session is designed specifically for wealth advisors who want to refine their communication, objection-handling, and closing techniques.

In this interactive workshop, you’ll:
? Engage in real-world sales scenarios tailored to the wealth management industry
? Practice the Sandler Selling System techniques, including bonding, qualifying, and closing
? Learn how to navigate difficult client conversations with confidence and control
? Receive live feedback and coaching to fine-tune your approach

Whether you're looking to sharpen your questioning strategies, overcome common objections, or gain confidence in high-stakes conversations, this session will help you master the skills needed to grow your book of business.

[Magical People Skills]

Personal Presence is essential to starting conversations out on the right foot. In this session we'll explore the Magical People skills that can enhance your Personal Presence.

In-Person: 6060 Rockside Woods Blvd N. Suite 105, Independence, OH 44131

or via Zoom: https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

You bring the problem or impending event and we'll work together to find a solution.

via Zoom: https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

[Role Play]

Spend time working with other Sales Mastery members as we work through each compartment of the submarine and honing our skill.

In-Person: 6060 Rockside Woods Blvd N. Suite 105, Independence, OH 44131

or via Zoom: https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

You bring the problem or impending event and we'll work together to find a solution.

via Zoom :  https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

The mission of helping people find the business of their dreams is both rewarding, and a times, challenging. Yes, it can be an emotionally violent business. These 90-minute sessions are laser focused on you, the franchise consultant, to sell more, and sell more easily.

Via Zoom [Please copy the zoom link in a separate tab]: https://us02web.zoom.us/j/82047651069?pwd=SKbX7DvzV4wgcc7gP2ZedbkagZrbu0.1

[Make Every Call a One Call Close]

In-Person: 6060 Rockside Woods Blvd N. Suite 105, Independence, OH 44131

or via Zoom [Please copy the Zoom link on another tab]: https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

You bring the problem or impending event and we'll work together to find a solution.

via Zoom (Please copy Zoom link and paste in a new tab): https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

[100 Great Sandler Questions]

In-Person: 6060 Rockside Woods Blvd N. Suite 105, Independence, OH 44131

or via Zoom [Please copy the Zoom link on another tab]: https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09

[Applying Transactional Analysis in Sales]

In-Person: 6060 Rockside Woods Blvd N. Suite 105, Independence, OH 44131

or via Zoom [Please copy the Zoom link on another tab]: https://us02web.zoom.us/j/4333878617?pwd=V1RlOVpFY3dZeGc1bG1PdWthblRMdz09