Announcements, Membership

Members’ May Webinar

B-R-A-N-D for Sales Growth and Client Engagement

Mark your calendar now for 2:00 p.m. EDT on Wednesday, May 10 to join Senior Sales Growth and Client Engagement Consultant Tareaz Pegues on a guided journey of self-discovery. Tareaz will arm you with the tools you need to develop a long-term success strategy and brand for sales growth and client engagement.

How will you build a sustainable practice? What is your strategy for amassing more assets and writing larger cases? How will you develop and manage a robust pipeline? If you’re not sure, now is the time to rethink your strategy for sales growth and client engagement.

Tareaz will teach you how to:

  • Build a team of ambassadors that is committed to your success.
  • Rise to a position of respect and leadership.
  • Articulate your value to clients, prospects and CIs.
  • Negotiate successfully.
  • Develop a long-term success strategy.

Tareaz Pegues is a senior corporate communications writer and consultant, specializing in sales growth, advisor-client engagement, target market leadership and professional development. Leveraging decades of frontline sales and marketing experience gained while working in performance-driven roles at UBS Financial Services, SC Johnson and Miami Herald, she has advised leadership teams at Fortune 100 insurance and financial services firms since 2001. Tareaz has helped thousands of insurance and financial services professionals change the attitudes, behaviors and perceptions that limit their success.

Members of WIFS have the opportunity to participate in monthly webinars hosted by our national organization. Webinars cover a range of topics such as marketing, long term care, management, technology, business growth, work/life balance, and industry-specific hot topics. WIFS webinars are free for members, but registration is required.

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