Event Calendar

Tuesday, June 11, 2024

Selling Value: The Prep | Virtual Workshop #2 | June 2024 Series

Start Date: 6/11/2024 1:00 PM EDT
End Date: 6/11/2024 1:30 PM EDT

Organization Name: PRMA

Samantha Hennessy
Email: shennessy@privateriskmanagement.org
Phone: (888) 317-7762

Selling Value: Virtual Workshops for HNW Industry Professionals
Workshop #2: The Prep 

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.

II. The Prep – 30 minutes 

It's easy to get caught up in the day-to-day tasks of our jobs and overlook the importance of “preparation” which will save us time in the long run. In this session we will cover a diverse range of preparation topics including:

  • How to tackle questions such as “why you?” or “why would I go with your company?”
  • Tools others are using to stay on top of products and industry trends.
  • Phrases you can use when trying to schedule meetings with new professional relationships.
  • How your personal goals impact your professional goals throughout the year.

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.