Sandra Ottinger

Sandra Ottinger

Cannon Financial Institute

    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.

    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.