Start Date: 3/5/2024 1:00 PM EST
End Date: 3/5/2024 1:45 PM EST
Organization Name:
PRMA
Contact:
Selling Value: Virtual Workshops for HNW Industry Professionals
Workshop #1: Understanding Individuals
This series is designed primarily for industry professionals who are new to insurance or high net worth. It also serves as an excellent refresher for seasoned professionals seeking reminders or looking to learn a new trick or two in today’s market. While each webinar serves as a foundational element for the next, they can be taken individually depending on your desired needs.
I. Understanding Individuals – 45 minutes
Building trust in relationships is a result of aligning perspectives through effective communication, beginning with an understanding of oneself. During this session we will:
- Explore the factors influencing your behavior and communication approach with others.
- Develop the ability to identify and comprehend the behavior styles that exist in our interactions.
- Techniques to adapt to diverse individuals encountered in our personal and professional life.
- Gain Insights on how to effectively communicate the current industry market conditions tailored to the different personality types.
Our speaker is Diane Delaney. Diane has been in the insurance industry for 19 years and spent most of her career building and executing the industry leading High-Net-Worth Sales School, which was designed to educate brokers on how to be better advisors to clients. As Executive Director of PRMA, Diane brings her sales training acumen to the PRMA membership in this new series.
