10:00 am - 2:00 pm
Exhibitor Set up
3:00 pm - 4:00 pm
Welcome & Session I
3:00 pm - 5:00 pm The Ritz Carlton, New Orleans, LA
Trust Sales: A Process for Creating & Capitalizing on Trust Opportunities (2 Days)
What are the keys to sourcing and closing a Trust Sale Opportunity? How do you differentiate yourself by using a defined, repeatable sales process?
Our 1.5 day workshop explores:
• Managing effective team meetings with prospects
• Sourcing new business opportunities from your professional and personal network
• Breaking down the Sale Conversation
• Navigating Family Dynamics
This tract has a separate registration of $1,000 for members and $1,895 for non-members. If your company is a member, you may register at the member price.
Sandra Ottinger 4:00 pm - 5:00 pm
Session II
5:30 pm - 7:00 pm
Welcome Reception
7:00 am - 8:00 am
Registration
7:00 am - 8:00 am
Breakfast
7:00 am - 4:30 pm
Exhibits Open
8:00 am - 8:30 am
Welcome
8:00 am - 5:00 pm The Ritz Carlton, New Orleans, LA
Trust Sales: A Process for Creating & Capitalizing on Trust Opportunities (2 Days)
What are the keys to sourcing and closing a Trust Sale Opportunity? How do you differentiate yourself by using a defined, repeatable sales process?
Our 1.5 day workshop explores:
• Managing effective team meetings with prospects
• Sourcing new business opportunities from your professional and personal network
• Breaking down the Sale Conversation
• Navigating Family Dynamics
This tract has a separate registration of $1,000 for members and $1,895 for non-members. If your company is a member, you may register at the member price.
Sandra Ottinger 8:30 am - 9:30 am
Session III
9:30 am - 10:30 am
Session IV
10:30 am - 11:00 am
Break with Exhibitors
11:00 am - 12:00 pm
Session V
12:00 pm - 1:00 pm
Lunch - Buffet
1:00 pm - 2:00 pm
Session VI
2:00 pm - 3:00 pm
Session VII
3:00 pm - 3:30 pm
Break with Exhibitors
3:30 pm - 4:30 pm
Session VIII
6:00 pm - 7:00 pm
Networking Reception
7:00 pm - 9:30 pm
Awards Dinner
7:00 am - 9:00 am
Farewell Breakfast
9:00 am - 11:00 am