H.E. Dr. Aprille Trupiano, is described by audiences as being bold, straightforward and high energy. As CEO of AT International, she and her team teach Financial Services Professionals how to be the CEO of their business so they can play more, spend more time with family and STILL make money at the office. Dr. Aprille has been in and around the financial services industry for over three decades, having held registered professional licenses, and draws on her experience of building highly successful businesses nine times over. She lives in the US and Italy, working between her offices in Missouri, Italy & Switzerland, speaking, training, consulting and coaching. Dr. Aprille is a member of GAMA, WIFS, WSA & UnitedSucces. She is an Ambassador at Large for the Economic & Social Council of the United Nations and serves as a National Team Lead for Mentorship Program at WIFS.
Curtis Scott is currently Vice President, Global Risk for Lyft, Inc. and was previously Global Head of Insurance and Associate General Counsel for Uber Technologies Inc. To date, nearly every insurance program or law that protects/regulates ridesharing around the globe bears Scott’s authorship or consultation. From cars, to bikes, to autonomy, to the future of work he has been at the forefront of risk and urban mobility. Prior to shaking up the world with ridesharing insurance, Mr. Scott was head of government affairs and product counsel for The Climate Corporation, a San Francisco based parametric weather insurance and agronomy startup that was acquired by Monsanto for over $1B. He previously worked for Allstate Insurance Company where he advanced through a variety of legal and product roles within the Allstate group of companies (Allstate, Esurance and Encompass). Mr. Scott holds a JD from The John Marshall Law School, a MBA from Lake Forest Graduate School of Management and a BA from West Virginia University. He frequently lectures on insurance and contract law and has served on the faculties of Loyola University of Chicago and San Francisco State University.
Are your advisors positioned to convert 80% or more of their presentations to business? The selling process can be challenging, especially when advisors don’t fully understand the nature of the relationship between buyers and sellers. You all have a strategy for developing sales opportunities, steps that usually start with a needs analysis which eventually leads to a presentation. And your prospects also have a strategy for controlling the buying opportunity and dealing with sales professionals. What happens when the two strategies collide? The advisors and their prospects “dance” around the sale making complementary moves. Whether they make the sale at the end of the dance is ultimately decided by who leads the dance. Don’t let your team be left standing alone on the “dance floor.” Join us for an enlightening view into the secrets of the buyer-seller relationship and why the traditional selling strategy doesn’t work. You will walk away with concepts and strategies that will enable advisors to take control of the selling process, to sell the way people buy and qualify prospects to sell more and sell more easily.
If you’re like most leaders, whether you’re in recruiting or production mode you’ve likely wondered, “How do I differentiate myself from my competition?” You know your competition is fierce and the marketplace is noisy.
To be the leader others want to follow and to avoid being seen as a commodity this question MUST be answered. Ironically many leaders are looking for answers in the wrong place. It won’t be found in new products or services but rather it lies within you!
What differentiates you from your competition is YOU; how you talk about what you do and more importantly WHY you do it. The most effective way to share your WHY is through a specific method of business storytelling.
Technology allows us to get access to information, but the advisors need a way to initiate action for the client on a relatable level. In this presentation, I will share how to create authentic relationships with clients and to stand apart from ‘internet information overload’ by avoiding over-complication and effectively relaying value propositions.
I will show exactly how I built a multi-million dollar practice by harnessing my relationships and using the internet (social media) to my advantage, as well as how your advisors can achieve the same. Stats fail, stories tell, and agents sell. I will teach advisors how to connect with clients using stories, transitioning from being a “salesperson” to a “facilitator,” which will allow for more favorable outcomes with clients. They will leave with language, process, and tips they can apply to their practice.