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Format:

half-day workshops and/or keynote presentation

Foundational concept:

Connect is designed to enhance effectiveness and increase results by focusing on proper execution of a first meeting with a prospect, based on behavioral science, experience in the field, and proven methodologies.

Key exercises/tangible deliverables:

Participants will learn how to open a meeting, work on building a personal ‘branding’ statement, refine and tell their firm/organization story, and transition into learning about the prospect in a collaborative, comprehensive manner.

Key concepts/takeaways:

  • Creating a better first impression.
  • Making the meeting more about the client.
  • When and how to share something about you and your firm.

Learn More About Connect

For more information about this program or to schedule an initial consultation, please call us at 616.901.0735 or send us a quick message.

Contact Us Today!

Our Most Popular Programs

Sales Effectiveness:
  • Core Four
  • Coaching The Sale
  • Compass
  • Connect
  • EPIC
  • Small Room, Big Deal
  • Speak Up
  • Transitions
  • LED
  • Time Machine
Leadership Development:
  • CLARITY…In Critical Thinking and Communication
  • Clout
  • Fulcrum
  • MVP I
  • MVP II
  • Successful Succession
  • Multiplicity
  • Messaging

Our Team

George<br/>Amidon

George
Amidon

Managing Partner

Sandra Ottinger

Senior Consultant
Jim<br/>Morel

Jim
Morel

President/
CEO
Kaleen<br/>Barbera

Kaleen
Barbera

Managing Partner
Greg<br/>Heffington

Greg
Heffington

Managing Partner

Contact Us Today

616.901.0735

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