Facilitate^®

More than ever before, insurance professionals understand that acting in a client’s best interest requires that they see themselves in a new way – as Expert Facilitators of Decision Making. It can no longer be about steps in a sales process (Advisor 1.0). The focus must be on the prospective client’s proven and preferred manner of making decisions. Today’s insurance professional is a master at facilitating those conversations and employing proper techniques at the right time and in the right way. (Advisor 2.0)

Facilitate® is an Expert Performance System as opposed to training. Participants compare themselves with an Expert Facilitator in an initial assessment (Benchmark™) which becomes their customized roadmap for the multi-dimensional learning program that follows. A combination of online self-study modules, group sessions and individual work with a performance mentor makes this program unique in terms of touching all the established learning methodologies necessary to create lasting habits in the learner and sustainable gains in productivity for her or his sponsoring company.

Facilitate^® has evolved with the dramatic changes in financial consumer behavior and preferences. For more than twenty years, this program has helped insurance professionals close the gap between actual and potential performance in the critical area of new business development.

Please contact us for more information!