Speaking to Groups
Our purpose in making group presentations is to provide practical information, which then translates into useful and effective ways of implementing these ideas into your business and personal life. Essentially, our talks are designed to help you be your best, and to help you do your best.
We specialize in working with sales people, sales managers, sales organizations and also with other professionals who are working to develop their own business. For example, if you are building a coaching practice, or are a sales professional we can be of service to you. Here are some programs we are currently offering to groups:
- Seven Steps of Highly Effective Agents
- This program covers the sales cycle from the approach to the close, and helps the agent become more effective. Examples of each of the steps are provided. (Workbook Available)
- 10 Steps to Building a Referred Lead Engine
- Learn how to generate a continuous stream of high-quality referrals so that your business will continue to grow.(Workbook Available)
- Building a Center of Influence Engine: "The Relationship System"
- Sales professionals love to receive referrals from a powerful Center of Influence. The question is: How do you go about developing a Center of Influence? This program describes the basic elements necessary to building long-term referral sources. A workbook is available to help you design and implement your system.
- A Financial Planning Approach to Funding Long Term Care Needs
- This program is designed to help sales professionals gain a deeper understanding of how a financial planning approach can help both the agent and the client make an informed long term care insurance decision. This talk consists of 3 parts: a discussion of contemporary long term care issues; highlights of a Confidential Long Term Care Questionnaire; and some examples from a sophisticated software program that helps both the agent and the client evaluate the financial implications of a long term care event. This program, which I authored and for which I am a certified instructor, provides 1 hour of CA C.E. credit for insurance professionals.
For information or to schedule a speaking engagement, please contact me by e-mail or by phone at 510-898-3245.
A Real Pro
“Nick Ray has spoken to my groups on many occasions and I have always found his talks to be useful, interesting and full of valuable information. He's a real pro in the financial services business, and has a lot to offer to individuals and groups who want to improve their productivity and become more professional and effective. If you're looking for a speaker who knows his stuff, Nick Ray is your man.”
- Barry J. Fisher, CSA, LTCP
- Canoga Park, California