Check out everything you need to prepare for the Sales Builder Webinar Series. Below you’ll find our upcoming topics and speakers, on-demand access to past webinars, and add to calendar links so you won’t miss a thing!

Bill Cates

Heather Schreiber, RICP®

Chuck Van Devander

Hall of Fame Speaker, Author, Referral Coach

Founder of HLS Retirement Consulting, Exclusive Advanced Planning Consultant for Brokers International

Senior VP of Sales,

Brokers International

Generating a stream of quality, unsolicited referrals can seem like an impossible task because we’re usually only looking at half of the puzzle, client satisfaction. Bill will focus on the other half of the puzzle in this webinar—creating engaged client advocates that generate introductions to your Right-Fit Clients™ without asking.

Social Security is the foundation of a solid retirement income plan. Yet, many pre-retirees lack the knowledge to make an informed claiming decision. This is your opportunity to shine! Join Heather Schreiber, RICP®, as she uncovers 5 critical components that every financial and tax professional should understand, along with the strategies to implement to instantly elevate your credibility. Learn how to turn these main-stream challenges into opportunities to empower your clients and increase your sales opportunities.

If you aren’t asking your current clients for referrals, you’re probably sitting on an opportunity goldmine, but asking for referral introductions can feel awkward. In this webinar, Bill will cover his actionable V.I.P.S. Formula™ so you can ask for introductions without pushing or begging. He’ll also cover some secret tips to help you manage referral conversations to identify higher-level prospects.

Adding more Business owners and executives to your client base presents you with tremendous opportunities that can significantly impact your business. Chuck will discuss two concepts unique to this audience in this webinar, executive benefits and business valuations. He’ll dive into how developing an understanding of these concepts will open doors for you to fulfill significant retirement planning opportunities.

How you are referred is almost as important as the referral itself. You need to get introduced in a way that grabs the attention of a new prospect to help you secure an appointment. In this webinar, Bill will teach you proven types of introductions you can use in different situations and how you can use client events for great in-person introductions.

Building on part one, Chuck will take a deep dive into some of the tools, resources, and methods designed to help you provide advanced planning services to the under-served business owner and executive market.

Would you rather pursue prospects or have them chase you? In this webinar, Bill will take a deep dive into how focusing on niche target markets will help you grow faster and increase profitability. He’ll also cover the four most successful target markets, the common misconceptions of niche targeting, and how you can identify the niche that best suits your business.

Planning for retirement should begin long before the final trip out the career exit door. Understanding the importance of critical ages, from age 50 to 72, is necessary to help your clients and prospects make informed and calculated decisions to create the retirement they desire. Join Heather Schreiber, RICP® as she takes you on a journey of these key milestones.

Implementing advanced planning concepts into your business enables you to deliver highly profitable retirement solutions to grow your business. In this webinar, Chuck will cover what’s hot in the marketplace and how you can take advantage of what’s currently trending.

Clearly communicating your value to clients, prospects, and centers of influence is a foundation for sustained growth. In our final webinar, Bill will help you understand what neuroscience teaches us about how we communicate value, how to determine what makes you unique, and best practices to leverage your value proposition across your marketing efforts.

Attend each monthly webinar for your chance to win $500 towards travel/hotel* for the live event! The more webinars you attend, the greater your chance of winning!

How the Live Event Sweepstakes Works:

For each webinar you attend, you’ll receive one submission into the sweepstakes raffle. The maximum number of submissions you can receive is 10. The raffle will take place upon the conclusion of the series in October 2022, where 10 winners will be randomly selected (each attendee can only win once). Winners will be contacted via email.

*Qualifier will be issued IRS form 1099 for the applicable tax year and will be responsible for all taxes. Certain qualifications apply. Registered Representative participation is subject to Broker Dealer approval. Brokers International reserves the right to modify or rescind this offer without notice.

Webinar Session Date: 01/12/2022

Webinar Session Date: 02/09/2022

Webinar Session Date: 03/09/2022

Webinar Session Date: 04/13/2022

Webinar Session Date: 05/11/2022

Webinar Session Date: 06/08/2022

Webinar Session Date: 07/13/2022

Webinar Session Date: 08/10/2022

Webinar Session Date: 09/14/2022

Webinar Session Date: 10/12/2022

For Financial Professional use only, not for use with the general public.

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