Well, we've just completed our first Stop Sitting on Your Assets 2-Day Intensive for professionals in Las Vegas. We had a full room and a fabulous time. So many great attendees from all over the country came and spent two full days at the White House, a training facility owned by the American Payroll Association.
The financial professionals in attendance now hold the official title of HERO Solution Advisor. We had people from Florida, Massachusetts, Southern and Northern California, Oregon, Wisconsin, Utah, Arizona, North Carolina and so many other places in between. I felt truly fortunate and honored that so many came and spent their valuable time with me.
From the comments we received, I can truly say our feedback was phenominal. Since it was the pilot program, we had a few organizational glitches with timing, the LCD flat-screen presentation monitor and handouts, but all-in-all, I think we had a great two days.
There were lots of technical and marketing ideas shared:
- Colorful and graphic new Powerpoint presentation
- New colorful educational multi-page pieces licensed to attendees
- Two special Toolkit CDs filled with handouts, marketing materials and additional slides
- Training and quizes on Ethical Practices
- Marketing to powerful and often-overlooked market segments
- Communication techniques to increase client/professional success
- Some discussion of great new mortgage products
- A discussion and comparison of insurance company Index UL products
- PBS videos and cutting-edge ideas being used around the country
- One GIANT SURPRISE that was unveiled in the last hour that you won't believe (if you are a professional). More on that in a future blog...
Future 2-Day Intensives are in the works for different locations around the country. These are being finalized and details will be available shorty:
- Seattle, WA in mid-to-late September
- San Diego, CA in early November
- Orando, FL in February
- ... others to follow
Please let me know if you have any comments or questions about the Stop Sitting on Your Assets 2-Day Intensive training for HERO Solution Advisors. Click on the Comments link below to ask questions, make comments or recommend topics to be covered. Where would you like to see the training held? Is a certain time of the year better for you?
If you are a homeowner and would like to know if a trained HERO Solution Advisor is near you, leave a comment or request below. You may also send an email to: marian@StopSittingOnYourAssets.com.


