All networking training sessions and workshops available LIVE or as a virtual session.

Generate more prospects, more referrals, and more business through our networking training programs and workshops! All sessions will be designed specifically for your attendees.

Sessions are available as keynote presentations, ongoing trainings, or as a part of a group coaching program. Sessions may be created to run between 45 minutes, a full-day, or multiple days. Dynamic, high-energy sessions with actionable approaches for sales producers and field leaders that can be applied immediately!

Topics include:

Knock Out Networking

Sales producers including financial advisors, brokers, agents, and planners absolutely need a virtual “fight plan” to grow their business. Especially now! Networking, scheduling appointments, developing relationships, generating referrals, making targeted connections, and being massively in service to clients are just as important as ever! Whether you are online or “live”, cultivating “knock out” relationships are a must if you are focused on generating more prospects, more referrals, and more business.

Knock Out Recruiting

Field leaders that are focused on growing their team of advisors and sales producers often spend most of their time on the “pitch” rather than developing important communication strategies and their network. For a branch manager, managing partner, or general agent, it is difficult to be in the business of convincing advisors from one firm to leave and come to your firm. Networking and referral marketing is absolutely the best way to leverage social media and virtual meetings to attract more talented advisors to your firm through advocates and referral sources. Learn how to embrace a Networking Mindset and develop a Daily Fight Plan to generate more prospective recruits to your sales team!

The NEW Rules of Networking

Ever go to a public swimming pool? Pool rules are almost always posted to protect everyone and insure a safe swimming experience. Imagine if there were rules posted at every networking event (virtual or live!) you attended including association meetings, conferences, conventions, trade shows, chamber mixers, and community venues. Have no fear! The Rules of Networking are here! Learn the Rules of Networking and how to establish more and better “connections” the next time you attend or host an event.

“Connect” with Your Elevator Speech!

For a first-round knockout! The elevator speech or PEEC Statement (pronounced “peace”) is a great way to describe what you do when networking. PEEC helps you share what you do while making a friendly request – even to those you meet for the first time! Use at virtual events including mixers, conferences, and association meetings. What a great way to connect in all of those Zoom meetings! Practice your PEEC Statement with your natural market, target market, prospects, clients, and referral sources. You just might get a referral!

More Prospects! More Referrals! More Business!

The 1-2-3 punch to growing your business or practice! Referrals are everything. Especially for a financial advisor or agent. But how do you ask the “referral question” without seeming pushy, self-serving, or salesy? How do you get more referrals? How do you get more of the type of referrals you want? What is a referral anyway? In this networking training session, we’ll explore the nature of a referral, how to best define a referral, and how to create a daily system to generate more and better referrals through your Daily Fight Plan. Your Daily Fight Plan will be your daily system to keep you focused and help keep your referral pipeline full.

How to Follow Up and Stay in Touch

It’s all about the FU. The Follow Up that is! Nothing great happens without following up. After collecting all those business cards, compiling spreadsheets, posting names into Customer Relationship Management systems, or making connections virtually on LinkedIn, now what? Are those connections prospects? Referral sources? Contacts? Connections? Many financial advisors don’t know what to do with all those names and contact information. Create your preparation, presentation, follow up, and staying in touch strategy to develop and strengthen your network.

Discover, Establish, and Develop Your Target Market

How many financial advisors, brokers, or other types of sales producers have a target market? Many advisors consider small businesses, families, even “anyone” as a target market. The more general your target market is, the more difficult it is to define – making it more difficult to network. Can you define your target market in terms of industry, profession, market segment, niche, dynamic, demographic, and geography? In this networking training session, learn how to discover, establish, and develop your target market (and it’s different for everyone!) so from a networking standpoint you’ll know where you need to go, what you need to say, and who you need to meet.


“Michael takes nebulous subjects like networking and provides a roadmap for effectively marketing your practice. His system for the elevator speech is terrific!”     – Senior VP, UBS Financial Services

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