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Knock Out Networking

Sales producers including financial advisors, brokers, agents, and planners—need a powerful fight plan to grow their business in today’s competitive arena. This session delivers the strategies you need to land more prospects, generate referrals, and build knock-out relationships. Learn how to:

• Network with Precision: Make targeted connections online or in person.
• Strengthen Relationships: Build trust and loyalty with clients and colleagues.
• Boost Referrals: Create a system to consistently generate high-quality leads.

Whether you’re virtual or live, this session will arm you with the tools to stay in the fight, dominate your competition, and grow your business like a true champion.

Knock Out Recruiting

Recruit top talent with precision! Networking and referral marketing are the ultimate tools to attract financial advisors, brokers, and sales producers without the hard sell. Learn how to:

• Leverage Social Media and Referrals to grow your team.
• Develop a Daily Fight Plan for consistent, targeted recruiting.
• Master the Networking Mindset to build trust and connections.

Dominate the recruitment ring with strategies designed for field leaders, branch managers, and more. Get ready to grow your team with ease!

The NEW Rules of Networking

Ever step into the boxing ring? The rules are there to ensure fair play and protect all fighters. Imagine if every networking event you attended—whether a conference, trade show, or mixer—had its own set of rules posted.

Just like a boxer follows strategies to stay in the fight, networking events—whether virtual or in-person—have their own rules for success. Learn how to:

• Stick to the fundamentals of networking for stronger connections.
• Build a knockout networking strategy to make every interaction count.
• Use the Rules of Networking to avoid missteps and maximize your impact.

Ready to land a winning punch at your next event? Get the tools you need to connect like a pro and turn every introduction into a powerful relationship!

“Connect” with Your Elevator Speech

The elevator speech, or PEEC Statement (pronounced “peace”), is a powerful tool for networking. Think of it as the punch that delivers a powerful impact in the first round! Use it at virtual events, mixers, conferences, and association meetings to clearly describe what you do and make a friendly request. Perfect for all those Zoom meetings!

Practice Makes Perfect

Refine your PEEC Statement with your natural market, target market, prospects, clients, and referral sources. This practice will help you:

• Make impactful first impressions
• Effectively communicate your value
• Build stronger connections

Ready to step into the ring? Your well-prepared PEEC Statement could be the key to more referrals and a growing business network.

More Prospects! More Referrals! More Business!

In the world of networking, referrals are your knockout punch! Mastering the art of asking for and receiving referrals is essential to success — especially for financial advisors and agents. But how do you ask for a referral without feeling pushy or salesy? How do you get the right referrals that will truly help your business grow?

In this session, you will:

• Learn effective referral strategies that feel genuine, approachable, and free of high pressure tactics.
• Understand the nature and definition of referrals to maximize their potential.
• Develop a Daily Fight Plan to ensure a steady stream of high-quality referrals.

Whether you’re in the ring with prospects or maintaining your corner with current clients, this session will give you the tools to maximize your networking efforts and drive more business. Ready to land the big win?

How to Follow Up and Stay in Touch

It’s all about the FU—Follow Up, that is! Nothing great happens without it. After gathering business cards, updating your CRM, or connecting on LinkedIn, what’s next? Many financial advisors struggle with this.

Like a boxer who prepares, punches, and stays on their toes, you’ll learn to create a knockout plan for:

• Transforming connections into valuable prospects and referral sources.
• Building a systematic follow-up plan to ensure no client slips through the cracks.
• Leveraging CRM tools and LinkedIn to nurture relationships.
• Implementing a Daily Fight Plan for consistent follow-up efforts.

Whether you’re hitting the ring with prospects or staying in touch with existing clients, this training will equip you with the tools you need to dominate your networking game. Ready to make your next move count?

Discover, Establish, and Develop Your Target Market

In the competitive ring of business, knowing your target market is your first-round victory! Whether you’re a financial advisor, broker, or sales producer, narrowing your focus and defining your ideal market is crucial to successful networking. The more general your target market is, the harder it is to define—and the tougher it becomes to network effectively.

In this training session, we’ll teach you how to discover, establish, and develop your target market so you can land more meaningful connections. You’ll learn how to:

• Define your target market using key factors like industry, profession, niche, demographics, and geography to sharpen your focus.
• Establish a strategic approach that aligns with your business goals, making your networking efforts more effective and efficient.
• Develop your target market to know exactly where to go, what to say, and who to meet.

When you have a clear understanding of who you want to reach, you’ll be able to move like a pro in the networking ring, making targeted connections that lead to more prospects, more referrals, and more business. Ready to take your networking to the next level? Get in the ring and start knocking out your goals!

CONTACT MICHAEL TODAY

Contact us now to book Michael Goldberg
—your keynote speaker for success!