I specialize in working with financial service sales people, managers, and organizations. I also help professionals who are working to develop their own business. My talks are designed to help you be your best, and to help you do your best.

My 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. For example, if you are building a coaching practice or are a sales professional, I can be of service to you. Here are some programs I currently offer to groups:

More Effective Marketing: How to Sell to Your Target Market 80% of the Time

This talk has 3 components. The first is how to discover your target market, because you cannot choose your target market – your market chooses you. It is critically important to know how to discover your market. Next, you have to have the specific objective of working with members of your target market 80% of the time. Finally, out of the 22 marketing channels available, you have to select the 2 or 3 best channels to use on a regular basis. My talk provides an outline of how to solve these 3 basic marketing issues.

The One Page Business Plan: Helping You Work Smarter and Make More Money

Everyone agrees that working smarter makes sense. The problem is how do you actually do it? The One Page Business Plan allows you to set specific, measurable business goals and connect these goals to your fundamental business mission. I also talk about the nuts and bolts of a good business plan: a measurable objective, how you plan to achieve your objectives, and the day-to-day action plans where you implement your strategies. This is an interactive talk that actively involves the audience.

Keeping Better Records, Making More Money: 3 Simple Systems to Improve Your Practice

Sales people love to talk to clients and prospects, but… how do you know if your work habits are yielding your desired results? What kind of records do you need to keep in order to help you improve your practice? In this talk, I discuss three simple record keeping processes: First Things First, CAPS, and the Breakeven Budget process. Successful business people know that you have to have an accurate picture of your business practices and these three processes give you just that.

Are You Bringing Your “A” Game Every Time? A Guide to Sales Skills

Whether you are an introvert or extrovert, I know that most salespeople like working with clients and prospects. Human interaction is the energy that keeps us going. Just because you like the sales process does not mean that you’re good at all of the steps you need to follow. Bringing your “A” game requires that you know your sales strengths and weaknesses so you will be able to improve where necessary. In this talk, I provide a sample personality quiz that takes only 2 or 3 minutes; I also discuss other sales assessment tools that are very useful in helping you discover how you can improve your sales effectiveness.