Resources

Download these helpful sales and networking resources.

Download Michael’s Onesheet
Michael takes nebulous subjects, like networking, and provides a roadmap for marketing your practice. His system for the ‘elevator speech’ is terrific!!” -Frederick P. Pierce,Senior Vice President, Wealth Management, UBS Financial Services Inc.

Download Michael’s Headshot

PEEC Statement (PDF—79 kb)
Pronounced “peace” statement – PEEC is an excellent way to talk about your work while hopefully being interesting, memorable, and referable. PEEC helps you articulate what you do while making a friendly request – even to those you meet for the first time!

Networking Action Plan (NAP) (PDF—93 kb)

Use the Networking Action Plan to create and implement your own networking strategy. You may need to review the information and the work you have completed throughout the workbook to complete the Networking Action Plan.

Monthly NAP (MNAP) (PDF)

In pursuit of SMART Goals as they relate to our 8 areas of life — Career, Financial, Health, Family, Self Improvement, Spiritual, Adventure and Business

Daily NAP (DNAP) (PDF)
Imagine if there were rules posted at every networking event you attended, including association meetings, conferences, conventions, trade shows, chamber mixers, golf outings, and community venues.

STIF Assessment (PDF)
Typically, goals pertain to the 8 key areas of your life – Career, Financial, Health, Family, Self Improvement, Spiritual, Adventure, and Business. Often, roadblocks prevent you from achieving your True Goals.


Visit our products page for more helpful sales and networking resources.