Increased Productivity = Increased Sales Discovering the Time Secrets of Successful Salespeople

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Perfect for Financial Advisors, Insurance Agents, Registered Investment Advisors, and Financial Services Wholesalers!

The pressure on every aspect of a salesperson’s job has increased dramatically over the past few years.  Customers are more sophisticated, more demanding, and harder to see.  Really good salespeople are organized and manage their time well.  However, most traditional sales training doesn’t focus on productivity, because many “old school” techniques have little application for the salesperson.  This course offers salespeople innovative productivity strategies to reduce administrative inefficiency, boost results, and spend the majority of their time on the selling activity.  “Outside” salespeople will actually get “outside,” rather than being stuck “inside” their offices staring at their computers all day.  You’ll save at least an hour a day after spending a day with Laura! 

Course Objectives

1. Calculate exactly how much a month, week, day, hour, and minute of your time is worth.
2. Create a system that integrates your in-house CRM, your email, your handheld, and your paperwork.
3. Discover the three critical principles and six components of an effective time management system, whether electronic, paper, or hybrid.
   
4. Learn six crucial brain shifts you must make to be organized in today’s workplace.
   
5. Track delegation, projects, tasks, and reminders with Outlook.
   
6. Process and organize your email quickly and regularly empty your inbox. Know where to keep emails that need answers (hint: it’s not your inbox).
   
7. Plan and schedule the night before, so you can hit the ground running.
   
8. Create the perfect system for your personality, environment, travel status, and work situation.
   
9. Track your client communications, phone calls, conversations, and meeting results, and pull that information into your system.
   
10. Learn to process your paperwork quickly and get your hands on what you need quickly.
    
11. Work efficiently and get a lot accomplished while traveling.
    

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