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Sammons Financial Proposal

Hi Ted and Jared!

It was great to reconnect!  And I was glad to hear that you both were navigating this odd year as well as can be and staying healthy.

I’d love to work with you again and help you share a value-added message as you work with the marketers and executives at the regional MGAs and BGAs you work with.  I’ve mapped out some ideas below on what it would look like.  Happy to continue to tweak and customize this so it supports the exact content you want to share.

Based on our conversations, here’s what I would suggest:

Regional Meetings (4 Live Sessions):

Building Relationships with Prospects and Clients by Combining LinkedIn Engagement and Offline Conversations

In a world soaked in technology and information, we are longing for human connections and relationships. The secret to selling success lies in our fundamental capacity to connect with other people on a human-to-human level. Leveraging digital communication platforms like LinkedIn in the time of coronavirus is critical, and it must be combined with time-tested interpersonal skills. By creating combining digital and offline channels, you can position yourself as the resource your clients want and need to work with.

Learn how to:
Create a robust digital presence that attracts your ideal clients and partners.
Work with the field to create aligned messaging that meets your prospects and clients where they are.
Cultivate relationships in the short- and long-term to uncover business opportunities.

  • These are approximately 60-min sessions (can ramp up or down based on the rest of the agenda).
  • We can offer digital copies of Networking in the 21st Century: on LinkedIn for all attendees.
  • Includes a license to record the sessions that participants can access for one year.

Executive Session:

Making LinkedIn Work: Driving Organizational Goals by Activating and Amplifying Personal Brand

LinkedIn has become a key tool for business engagement, especially in 2020.  But are you taking advantage of all the opportunities it provides? You need to establish a credible presence and leverage it to build your professional influence.  Learn how to use LinkedIn to establish a brand, share content, and develop relationships with clients, employees, and partners.  Lead your team into the new normal.

Walk-Away Targets:

Connect your online activities to your offline goals
Understand the what a transparent world means for leadership
Demonstrate the steps to creating an optimized LinkedIn profile
Develop a plan to grow your network
Learn how to create and share content to engage your connections

  • These are approximately 60-min sessions (can ramp up or down based on the rest of the agenda).
  • We can offer digital copies of Networking in the 21st Century: on LinkedIn for all attendees.
  • Includes a license to record the sessions that participants can access for one year.

Investment

For the 5 sessions, the investment would be $7,450.

That includes the licenses for recording, digital book copies for the participants, and pre-call marketing support (for example, we can do short “teaser” videos.)

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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.

His goal is simple: help people become RockStars in their professional lives so that they can have a positive impact on those around them.

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