Who We Are and What We Do

Gail B. Goodman is THE recognized expert on phone skills training to the financial services industry. For over twenty years, Gail has continued to update her seminar and training materials for direct sales professionals. She provides a unique structured analysis of the appointment setting phone call so that financial advisors master this critical skill.

Gail offers a variety of training options for your entire sales team: salespeople, sales managers, trainers and agency managers. There are several training materials you can purchase to increase either your own or your agents' appointments:

  • An audio CD of her Appointment Setting Mastery seminar
  • A Scripts   Tips book for setting initial appointments
  • n audio CD for managers to develop a phone skills program for Filling the Void in your agency training
  • An audio CD on the Top Ten Reasons Agents Fail at Phone Prospecting

AND

  • Our Video Learning Center with live videos of Gail teaching the most
    critical aspects of phoning: scripting, response handling, confirming
    and keeping track. For a yearly subscription for your agency, please
    contact us by email or phone number below.

 

Please watch Gail's intro video below
to learn more about the website.