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Win The Relationship: Two-Day Seminar

October 16, 2014 @ 8:00 am - October 17, 2014 @ 5:00 pm


Win The Relationship

Are your fact finders turning into new business nearly every time?

Most advisors are writing new business some of the time but clients don’t understand why they are doing what they are doing, and the don’t have any sense of urgency around it. How much different would your practice be if your clients couldn’t wait to get back together and learn about the steps they could take to move forward with your process?

Here’s our gift to you: stop wondering if your clients trust you and want to get started doing business with you. What we talk about in this program is how to have your clients feeling excited and motivated to move forward and create a long term partnership with you and your practice.

You’ll learn how to create clarity and urgency in the minds of your prospects and uncover the goals that will establish a lifelong relationship with them. Getting clients on board doesn’t have to be difficult or draining. This program will change your life by showing you how to:

  • Prepare To Be Your Best
  • Set Up The Environment To Succeed
  • Conduct An Approach
  • Identify people’s life goals
  • Have perpetual growth
  • Create a sense of urgency
  • Handle Touchy Situations
  • Attract New Investment Assets
  • Uncover People’s Risk-Based Wants
  • Create a Budget That Works
  • Get Prospects to Show Up For the Close
  • Get Your Highest Quality Referrals
  • Ask The Questions That Make You Money

What’s Special About This Two-Day Program?

To answer that question, you need to know who will be presenting.



Karl Dettmann is the master of running an efficient practice. He achieved 140 new clients in one year while working no more than 40 hours per week and taking two months of vacation. He did this by having prospects sell themselves, all while conserving his own energy and maintaining clarity around why he’s doing what he’s doing. Karl earned MDRT his first year as a rep. He earned top quarter of MDRT in his first three years.

John Adams is a poet. When he talks you want to listen. He is a master storyteller with a caring quality that makes people want to do things they never thought they could do. He helps people be the best they can be by helping clients maintain alignment between today’s life and tomorrow’s goals. John Adams is a 2007 National Quality Awards qualifier and an MDRT lifetime member.

Matt Heckmann is the master of painting a vision for clients. He inspires his clients through action – that is his gift. Matt earned top MDRT honors multiple years.

Chris Koon is human to the nth degree. Chris has a powerful personality and uses that power to protect and care for his clients in ways that set him apart from other reps. He has a knack for energizing his clients and helping them conquer the mountains in their lives. Chris is a MDRT lifetime member.

Jason Teteak is able to decode the magic that happens when top reps are meeting with their clients. He then bottles up the secret sauce and presents it to reps so they can use it in their own style and language to apply it to any situation. Jason teaches durable fulfillment, helping reps and their clients find happiness, success and freedom. He’s helped 100,000 people become more effective with their clients. Jason recently published his book entitled Rule The Room.

Here is Karl Dettmann telling you more about the program and how it can change your practice:



October 16, 2014 @ 8:00 am
October 17, 2014 @ 5:00 pm
Event Category:


Jim Teteak


The Legend at Bergamont
699 Bergamont Boulevard
Oregon (Suburb of Madison), WI 53575 United States
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