Perceptive Business Solutions

Seminar Topics

Advisors' Comments about our seminars

How to Book Seminars

Structure of a Typical Branch Office Visit

Seminars often involve three to four topics presented in one location or one to two topics presented in two locations within the area. Here's a recent example:

8:00 a.m.	First Topic: Prospecting in the Age of the Do Not Call List
9:00 a.m.	One-on-One Sessions begin (30 minute scheduling)
Noon	Second topic: Why You? Establishing Your Value with HNW Prospects
1:00 p.m.	Third Topic: Transforming Wealthy Friends Into Clients
2:00 p.m.	One-on-One Sessions continue (30 minute scheduling)
4:15 p.m.	Fourth Topic: Basics of Closing Techniques