This interactive workshop will be customized for 10 insurance producers in personal and professional lines, financial services and benefits. Deborah and David will conduct this workshop at Heffernan’s headquarters in Walnut Creek, California.

The objective is to deliver practical skills with immediate application when presenting to clients– with a secondary objective to create likeabilit

Presentation and Communication Skills Agenda

Critical elements to any Presentation

• How to identify and achieve your Intention
• Choosing the best Role (e.g. Motivator, Trusted Advisor, or Seasoned Veteran)
• Opening Triggers and crafting unique self-introductions/ elevator speeches

Impression Management or Engineering Perception

• What do you telegraph? (voice, attire, body language)
• Physical movement, gestures and use of space
• Hand-offs to brokers to engineer assent

The Art of Narration

• Template to construct and deliver compelling client anecdotes/ stories

Active cueing and listening

• Make sure the client feels heard
• Ask probing questions and the power of specifics
• Trigger the Law of Reciprocity

Bringing it all Together

• Rehearsal Techniques
• Managing Anxiety
• Game plan going forward