Rack up Repeat Sales:
Deliver Client Reviews with Impact.
Deliver Client Reviews with Impact
Learn New Techniques for Building a Killer Client Retention Machine
Rack Up Repeat Sales: Part One
Rack Up Repeat Sales: Part Two
What is Rack up Repeat Sales?
When you come to a Rule the Room event, you can get ready to grow, THINK BIGGER, and take your life and your business beyond what you knew possible.... You'll be spending time with the best financial advisers in the world and hundreds of your colleagues to dive head first into 2 full-throttle days of speaking geared towards helping your practice grow.
How Rack Up Repeat Sales Will Change Your Life
Remove the Craziness and Strengthen Relationships
Give Life-Changing Retreats to your select clients.
Build anticipation to get people to keep buying
Develop a Social Media Marketing Strategy
Follow a Simple Process to Profitable Reviews
Uncover hidden opportunities and Enrich your clients work life.
Work on Relationships versus Work
We'll discuss how to offer community service programs your clients can get behind. Not only do we feel better when we give, but we can get our clients engaged in those partnerships and create a powerful bond outside of work that translates to the office.
Social Media Marketing for Advisers
Learn how to create a social media marketing strategy to maximize your billboard reach (Twitter), your personal reach (Facebook), and your business reach (LinkedIn).. When we effectively leverage social media to our advantage, you'll be amazed with the results.
Deliver Reviews that Close Sales
Uncover hidden opportunities during your reviews. We'll show you how to direct the conversation to steer clients to the plan and establish value beyond performance.
HOW IS RULE THE ROOM DIFFERENT THAN OTHER COACHING PROGRAMS?
If you've ever done a training course before then you know that it's generally 1 person giving you the tips and tricks that has worked best for them. Well, truth of the matter is, that there are 4 types of sales people. Performers, Inspirers, Engergizers, and Fascinators. Not sure which you are? No problem, we'll help you discover that. But the fact is that you are one of them, you just may not know which. Rule the Room has 1 leading industry professional from each of the 4 sales personalities teaching every course so you know how to apply our tips and tricks in a style you're comfortable with.
Our Speakers
Access to these advisors would cost you well over $5000 a day in consulting fees,
and you get them for 2 full days.
Karl Dettmann
Matt Heckmann
John Adams
Chris Koon
Part 1
8 Hours of Mind-blowing Content
You’ll learn how to:
Session #1: Create a Client Retention Business Plan
- Assess your current client retention strategy
- Create measurable goals for client retention
- Train them to rely on your team
Session #3: Offer Community Service Programs Clients Can Get Behind
- Identify where your values align with the community
- Find non-profit organizations to partner with
- Get clients engaged in your partnership with nonprofits
Session #5: Maintain Contact through Phone, Email, and Texts
- Develop a phone, text, and email touch strategy
- Delivery phone calls with impact
- Send amazing emails and texts
Session #7: Practice for Your Certification Test
Session #2: Develop a Social Media Marketing Strategy
- Maximize your billboard reach with Twitter
- Maximize your personal reach with Facebook
- Maximize your business reach with LinkedIn
Session #4: Create Client Events for Specific Subsets of Your Clients
- Select cheap bucket list events
- Make your bucket list events tangible
- Invite your clients to bucket list events
Session #6: Promote Life-Changing Events to Your Select Clients
- Get client buy-in for retreats
- Give impactful short retreats
- Deliver killer long retreats
Part 2
8 More Hours of Improving Your Business
You’ll learn how to:
Session #8: Deliver Zero Follow-Up Reviews
- Begin the meeting with new business
- Update the plan in the meeting
- Remove the typical to-do’s
Session #10: Uncover Hidden Opportunities
- Win investment assets
- Update insurance coverage
- Find Auxiliary sales
Session #12: Become Intimate in the Review
- Make meaningful family connections
- Enrich your client’s work life
- Build connection through their financial plan
Session #14: Prepare for Your Certification Test
Session #9: Deliver Reviews Centered on the Plan
- Establish value beyond performance
- Steer clients to the plan
- Handle clients who only want to talk aboutfees and performance
Session #11: Handle Hostile Client Reviews
- Handle disgruntled clients
- Handle differing expert opinions
- Handle tricky family situations
Session #13: Be Your Client’s Only Advisor
- Take over all the investment assets
- Take over all the insurance
- Keep your “All-In” clients “All In”
Here is what Attendees are saying from our last Rule the Room Financial live event Stack the Deck…
You Have to Take Action To Get Results...
Click on the "Add To Cart" button, go to the shopping cart on the top right of the screen, fill out the form on the next page, and once the confirmation arrives in your inbox book your flight and hotel reservations. We're excited to see you!
Deliver Client Reviews with Impact
Learn New Techniques for Building a Killer Client Retention Machine
Rack Up Repeat Sales: Part One
Rack Up Repeat Sales: Part Two
4
Speakers
100
Financial Advisers
14
Hours of Content
1
Great Time