First Impressions / Jim Arends
Welcome to Hotel Viata, our hillside getaway! Before we dive into training sessions, let's get to know each other better with a fun icebreaker activity.
Looking Back/Looking Ahead / Karen Medeiros, Jim Arends
We Crushed It in 2022! Among the many reasons to celebrate, there were also challenges along the way. We will look back on the highlights and lowlights. Then we shine the spotlight on the future...and it looks bright! Better wear your shades.
The BD Battle / Brennan Gilbane Koch
“No man can win every battle, but no man should fall without a struggle.” - Spiderman
Sales can be an emotional roller coaster- one day you are thinking “it’s a Wonderful Life” and the next day you feel “Dazed and Confused.” During this interactive session, we will learn from each other by listening to some recent wins, losses and new this year getting out of the client penalty box. Goal of the session is that everyone walks (flies) away with some lessons learned and must do’s to increase your hit ratio.
Upping Your Financial Acumen / Clare Archer, Greg Permison, Erica Kimmel
This session will help you overcome the “intimidation factor” and learn how to be a better business partner to your BUL when it comes to understanding how we make a profit. Come and learn the key fee pro terms and let us debunk its mystery and how to embrace a “total return” mindset!
Selling in the Digital World / Karen Higgens-Carter, Kelly Benedict
Learn why understanding our innovation and digital transformation strategic framework matters and how to leverage and utilize our capabilities to win more work.