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Proposal for Freedom 55 Financial

Gabriel,

Thank you for another great conversation.

As we’ve talked about, I’m focused on helping financial professionals become true advisors for those they work with.  I want to help them become Sales Sherpas™ who position themselves as trusted guides and resources for their clients and prospects.  To do that we look at:

  • How to create and build stronger networks of prospects, clients, and partners
  • How to harness the power of digital tools (like LinkedIn) to clarify and share their brand
  • How to build empathy and trust in online and offline relationship

 

Example Engagement:

Spring Kickoff Program:

1. 45-60 minute keynote: The Sales Sherpa™ Path: Winning More Business in a Hyper-Connected World

Walk-Away Targets:

    • Shift the mindset from being a brute-force Gatecrasher to an enlightened Sales Sherpa
    • Examine the shifts in buying behavior driven by the Internet and digital communication
    • Learn how to leverage both online and offline tools to build relationships with prospects
    • Discover how social selling and digital communication can scale sales engagement
    • Key into the “old-school” relationship skills that build trust and keep salespeople relevant

2. 60-90 minute workshop (as a reward for top teammembers or for new teammembers)(to be presented either before or after the main meeting): Creating an Integrated Online/Offline Relationship Cadence

Walk-Away Targets:

    • Map out the best tools to use for building your pipeline
    • How and why to create an omnichannel approach
    • Dive into particular outreach possibilities through digital and offline channels
    • Share best-practice scripting for starting and moving prospect conversations forward
    • Define key messaging that is critical to engage busy connections (and what to avoid)

3. Two 60-minute webinars spaced 3 weeks after and 5 weeks after the in-person meeting (these can be recorded for internal use and made available to all teammembers): Activating Your Online Presence through LinkedIn, Amplifying Your Message through LinkedIn

Walk-Away Targets:

    • Defining and Answering they Key Digital Influence questions
    • Demonstrate the steps to creating an optimized LinkedIn profile
    • How to Share Online and Remain Compliant
    • Creating a Connection Strategy that is Authentic and Effective
    • Learn how to Create, Curate, and Share share content to engage your connections

This program also includes 50 copies of Hyper-Connected Selling for kick-off participants.

The all-in investment for this program would be $7,980, and includes the keynote, workshop, 2 webinars, speaker travel and accommodation, 50 copies of the book, discounts on additional books, and all pre-meeting customization and meetings.  Let me know if there are any other details or questions that you have.

You can find more speaking information can be found at: https://davidjpfisher.com/speaking/ and https://davidjpfisher.com/mediakit/

Looking forward to continuing the conversation!

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David is an internationally-recognized keynote speaker, sales trainer, and business coach.  He focuses on bringing the human-to-human back into sales, social media, networking, and entrepreneurship.

He is the best-selling author of 12 books on sales, networking, social media, and entrepreneurship.  And he is also a prolific contributor to blogs in the sales and marketing space.

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