Join us for lunch to learn the 6 Critical Conversations you should be having with your clients before someone else does! We all know that attracting new clients is expensive – that’s why client retention is so important.

By mastering these 6 Critical Conversations, you will not only enhance your existing relationships, but be able to attract new ones as well. Learn how elite producers use these 6 Critical Conversations to consistently drive a wedge between prospects and their existing advisors. Having the right tools and learning how to position them can make all the difference in uncovering new opportunities. That’s just what these 2-hour luncheon events are for!

Learn More

If you want to take your practice to the next level, a good starting point is to see what higher-level producers are doing differently.

An Elite Practice Experience will do just that – give you an insider’s look at the inner workings of an elite-level practice. At these separate, two-day training events, TruChoice elite producers will take you on a behind-the-scenes tour of their respective practices. One experience takes you to Florida, where you will have the opportunity to immerse yourself in a $100 Million FIA practice. Another experience will take you to North Carolina, where you will discover techniques for building intentional, long-term client relationships, from client acquisition to referrals without asking.

Learn More

In this two-day Operations Summit, your administrative team will develop and refine the specialized knowledge needed to support you in your insurance practice.

Attendees will learn best practice standards for today’s insurance administrators and gain a deeper understanding of “In Good Order” new business submission. Your administrator will leave this course with new techniques to support your growing client base and hands-on experience with e-application and other tools that can help increase efficiencies within your practice. Give your team the tools to effectively manage your operations, and give yourself more time to do what you do best – sell!

Learn More

Brand new for 2019, the Digital Marketing Expo will feature digital products, tools and tips from top financial industry vendors.

Learn how to maximize your branding and lead generation campaigns using the latest innovations in digital and social marketing, and how to integrate digital strategies into your existing marketing mix. This one-day workshop is intended for producers wanting to create a social media following, unleash digitally augmented lead generation strategies, and utilize advanced big data tools that can enhance the impact of existing marketing initiatives.

Learn More

Take a deeper dive into the Income Allocation concept by attending TruChoice’s two-day, information-packed Income Allocation University (IAU).

Right out of the practice of a top producer, the content covered in this training event has helped hundreds of producers successfully incorporate Income Allocation conversations into their practice. Learn how Income Allocation founder David Gaylor uses the system in his own practice, from how he conducts the seminar to how he approaches the appointments. Upon completion of IAU, contracted producers gain access to his exclusive turn-key selling system.

Learn More

Join elite marketing strategist and sought-after coach and consultant, Mark Edward Gaffney, as he shares the top marketing strategies he’s deployed to help develop dozens of elite producers across the country.

During this two-day workshop, attendees will get an inside look at one of Mark’s real-life Million Dollar Consults and also learn his four key marketing building blocks for achieving $20M+ in production. Master these buildings blocks to become a Marketing Rockstar!

Learn More

TruChoice’s proprietary College Course platform provides you everything needed to host and execute a successful educational event at a local college.

Everything that is, except in-person training from its creator, David Gaylor. Our new College Course Academy will do just that. In this one-day training, David unpacks all you need to know to host your own College Course event, so that when you step in front of your own class, you’ll feel like a pro. For Registered Representatives and Investment Advisor Representatives only.

Learn More

This week-long intensive workshop is intended for existing seminar producers looking to master their craft. Hosted by Gary Reed, an elite producer, creator of the Lazy Money concept and seminar veteran.

Gary will lead you step-by-step though pre-seminar, day-of and post-seminar strategies, effective presentation tools, and various tips and ideas to use throughout the process. This extended training event features a live presentation by Gary, as well as a breakdown of his consumer TableTalk presentation, so you can see his concepts in action. Most importantly, you will receive live presentation training, where you will have multiple opportunities to present to your peers and receive instant feedback!

Learn More

*TruChoice Financial Group, LLC is not affiliated with this vendor nor do we guarantee their compliance with applicable state or insurance advertising regulations. Financial professionals are ultimately responsible for the use of any materials or sales strategies and should ensure they are adhering to the applicable state regulations and current approval strategies of the carriers they represent and their Broker/Dealer and/or Registered Investment Adviser, if applicable. Access to some accompanying materials and sales tools may require an active registration with a Broker/Dealer, or in some cases, a Registered Investment Adviser.

Logo removed from cart.