I want to know more about your seminars.

I provide in-house seminars that train both the managers and the financial services professionals on how to understand the initial appointment setting phone cal. Our program is a seminar plus dialing sessions where each participant is coached on their

phone skills. Our primary program (for a first time client) is a two day event. The purpose of this event is to change the management teams’ behavior. The managers will lean how to be better phone teachers and phone coaches. The first day consists of a classroom style seminar from 9:00am to 5:00pm. After a dinner break the participants will get on the phone to their real prospects ,using the skills that they were taught during the seminar. Managers will walk around coaching their agents with help from Gail B. Goodman.

We don’t have a structured, consistent way of teaching phone skills.

Most management teams have been taught how to be sales coaches. The sales process however, starts with the agent having someone to call (i.e. a “lead) and an appointment. Unfortunately, the financial services industry has not taught managers how to be better phone coaches and teachers. Our program is a structured teaching system that leaves the management team with an easy-to-implement phone coaching program to add to your current sales teaching program. Our goal is to empower the managers so that they are not dependent on Gail to provide all the in-house phone training.

My management team probably needs to update their ideas on how to set an appointment and teach a new advisor how to do same.

Most managers are using the techniques that helped them to build a financial services practice and get promoted to management. However, with all the changes that have taken place with phones in America, we need to keep changing our phone skills. Unlike sales techniques which don’t seem to change as quickly, our relationship with the phone requires “updates” every 3+ years. It is possible that with updating the managers, the entire organization will enjoy more appointments. In addition, we give you a structured way of teaching each new recruit the same way. (And despite rumors to the contrary, demonstration is the least effective training method for phone skills.)

email: gail@phoneteacher.com

Phone: (914) 242.1108