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CYSRT™ Full Program

Day 1
05 Oct 2015

StorySelling for Round Table Financial Advisors & Insurance Agents

As an Insurance Agent or Financial Advisor, you have to know a lot about your industry, about all the intricacies of the way financial decisions impact your prospective clients. BUT….just...
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Jeannie Underwood

How to Get More Warm Leads in 1 Hour Than Most Insurance Agents & Financial Advisors Get in 1 Month

How would you like to forever answer the question: “Where is my next client go-ing to come from?” easily and without the stress that typically comes with finding enough prospects...
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Deirdre Van Nest

How Insurance Agents & Financial Advisors Can Double Their Sales Success & Make it to the Round Table by Doing What Other Agents Don’t

Highly successful Million Dollar Insurance Agents and Financial Advisors who make it to the Round Table have one thing in common. They do what mediocre Agents and Advisors don’t! With...
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Brian Nate

Must Know Secrets to Make Networking Pay for Round Table Insurance Agents & Financial Advisors

How much business can you really attribute to “networking”? With hard, cold, documented statistics…how many actual dollars in revenue? Do you have any idea how many hours you spend “networking”...
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Virginia Muzquiz
Day 2
06 Oct 2015

Rainmaking Strategies for Million Dollar Growth

Are you serious about being a Million Dollar Producer? Well then… Do you have the qualities of a Rainmaker? Do you understand the Rainmaking “formula”? Do you have Rainmaking marketing...
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Ed Robinson

How Financial Advisors and Insurance Agents Can Double Their Book In 13 Months By Serving This “Starving Crowd”

How would you like if high quality, highly motivated prospective clients chase YOU, instead of the other way around? You can absolutely make that happen…simply by solving the biggest financial...
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Andy Lockwood

Harness Your Million Dollar Pillars of Genius™ to Generate Round Table Success

Do you ever find yourself really, really scratching your head when someone asks “Why should I do business with you?” You know you’re great at what you do, but you...
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Cristi Cooke

How Financial Advisors & Insurance Agents Can Market & Sell to the Nation’s Biggest Client to Claim Their Seat at the Round Table

“What is the single biggest challenge you face within your profession?” That’s the single question that was asked of literally thousands of Financial Advisors and Insurance Agents. Do you want...
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Kevin Hocker

The “2-Minute Drill” Million Dollar Financial Advisors & Insurance Agents Use to WoW Clients and Blow Away the Competition

Are you giving your prospects reasons why being your client is the best decision from the moment you make the sale? How confident are you that your clients are on board with...
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Martha Anderson
Day 3
07 Oct 2015

The Profitability Pyramid™ for Million Dollar Insurance Agents & Financial Advisors

Would it shock you to know that only 26% of all businesses owners bring in $200,000 or more per year in annual revenue? Would it surprise you even more to...
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Cathy Sexton

The Hidden Keys to Having a Million Dollar Producing Team without Having to Beg, Convince or Threaten

How may times does it feel like you’re draaaaaggggging the train with your Team? Constantly trying to motivate them, excite them, incentivize them. They say they’ll do more, do better,...
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Aprille Trupiano

Hire Once Hire Right: Attracting & Hiring High Performers for Million Dollar Financial Advisors & Insurance Agents

Are you like the majority of business owners?  Reluctant to hire new people for your Team? Either worried about cashflow…or worried about how to do it without regretting it later?...
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Art Snarzyk

Red Hot Trends & Tactics You Need to Know that Impact Your Round Table Success

We know you’re silly busy – every day, all day! That’s why we’re bringing this BONUS Session about the very things that are hottest on your plate, heaviest on your...
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Brian Anderson

The Quickest Way to Increase Referrals & Reviews for Million Dollar Financial Advisors & Insurance Agents

Do you know that a mere 5% increase in customer retention increases a company’s profits by 25% to 95%? Client Retention is a common industry challenge and one that all...
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Carl Maerz
Day 4
08 Oct 2015

Profits Rise & Fall on Leadership: Strategies for Million Dollar Insurance Agents & Financial Advisors

“Leadership” is a buzz word that most business owners misunderstand. Worse, they typically mistake how crucial it is to building a profitable company. Is it something you DO? Is it...
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Chris Robinson

Proven Round Table Strategies to Get More Meaningful Work Done in Less Time

Ever feel like you really are that hamster on the wheel? Pushing yourself…running harder and harder… And getting nowhere faster and faster!? Most business owners and professionals spend so much...
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Jill Farmer

The No Fail 3-Step System to Increase Client Retention and Create Your Million Dollar Agency on AutoPilot

“Client.” “Retention.” Two words that will determine if you will grow your business exponentially with relative ease and a real, palatable dose of predictability… Or if you will have to...
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Aprille Trupiano

Expert Secrets for Creating a Round Table Worthy Office Culture

Are you aware of how much it costs businesses – including Insurance and Financial industry companies – when there is conflict in the air? A CPP Inc.(publishers of the Myers-Briggs...
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Joan McLeod
Day 5
09 Oct 2015

3 Key Strategies to Turn LinkedIn into a Powerful Tool that Gets You to the Round Table

If you’re thinking no one bothers with LinkedIn because it’s not the one everyone’s talking about, THINK AGAIN! LinkedIn is the “best kept secret” social media tool for professionals and...
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Amy Cole

The 4 Letter Secret to No-Cost Lead Generation You Can No Longer Avoid if You Want a Seat at the Round Table

The most CRUCIAL issue for most Insurance Agents and Financial Advisors is not enough cash and not enough customers. Wouldn’t you agree? Lack of either – or both – can...
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Tonya R. Taylor

The Social Advisor: How Million Dollar Insurance Agents & Financial Advisors Use Social Media to Grow Their Business

Do you AVOID social media because you don’t have time? Because you don’t know what to put out there? Because you don’t think it’s worth your effort? Because you’re worried...
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Amy McIlwain

Claim Your Seat at the Table™ Success Summit Best Next Steps for You

You’ve had an AHHH-MA-ZING week attending all of the Expert Sessions… You’ve learned so much your head is wobbling like a bobble doll, full of ideas, enthusiasm and excitement about...
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Aprille Trupiano