top of page

BOOT CAMP VERSION 2.0
(this is different than workshop 1.0)

THE DIFFERENCE BETWEEN VERSION
1.0 & 2.0

version 2.0 agenda

DAY 1

9:30 A.M. – 10:00 A.M.

Registration Open

  • Check In With The Welcoming Committee

  • Receive Your Program & Name Badge

  • Find Your Seat

  • Most Importantly, Fill Up Your Coffee Cup :)

10:00 A.M. – 11:00 A.M.

What Do Premium Financing Prospects Really Want

  • What Prospects Say They Want vs. What They Respond To

  • How To Develop A Strong Unique Selling Proposition

  • Pretty Sure vs. Certainty

  • Best Retirement Income

  • Irresponsible PFLI Abusive Designs

 

11:00 A.M. – 12:00 P.M.

How To Create The Perfect Premium Financing Sales Presentation

  • How To Break & Reset An Emotional State

  • How To Use The Power Of Testimonials

  • How To Use The Power Of Case Studies

  • How To Establish Suitability

  • How To Clarify The Next Step

 

12:00 P.M. – 2:00 P.M.

Lunch (On Your Own)

2:00 P.M. – 3:00 P.M.

Crushing Premium Financing Objections

  • Listen To Understand, Not To Respond

  • How To Make Clients Feel Heard & Understood

  • Reframing The Categorical Box

  • Real Life Case Study (Dead Case Resurrected)

​​

3:00 P.M. – 4:00 P.M.

The Takeo Effect

  • How To Apply The Samurai Code Of Honor To Business

  • The Power Of Kintsugi

  • Never Be Saddened By A Separation

  • The Power Of Gratitude

4:00 P.M. – 4:20 P.M.

20-Minute Break

4:20 P.M. – 5:00 P.M.

Interview With Special Guest

  • Humble Beginnings

  • The Value Of Mentorship

  • Family, Marriage, & Business

  • The Value Of Finding The Right Partnerships

5:00 P.M. – 7:00 P.M.                     

Cocktail Networking Reception

  • Meet Our Sponsors

  • Meet Our Speakers

  • Network With Other Attendees

7:00 P.M. – 9:00 P.M.                     

Fireside Chat

  • Ask Darren Specific/Personal Questions

  • Get Deep Insights Into Your Business

  • Problem-Solve Business Issues

DAY 2

9:00 A.M. - 10:00 A.M.

Top 7 Mistakes Advisors Make With High Net Worth Individuals

  • Beginning & Ending Client Meetings With The Wrong Salutations

  • Attempting To Build Disingenuous Rapport
  • Thinking You Are Being Judged On Cumulative Value Of Your Content
  • Using The Wrong Closing Language
  • Poorly Communicating Updates
  • Poor Management Of Client Expectations
  • Trying To Convince/Close/Sell

10:00 A.M. – 11:00 A.M.                   

How To Resurrect A Dead Case

  • Darren Reviews A Real Case That Almost Died On The Vine

  • The Most Unique Premium Financing Solution For 2024

  • How To Make A Prospect/Client Trust Your Intentions

11:00 A.M. – 11:15 A.M.                 

15-Minute Break

 

11:15 A.M. – 12:30 P.M.                 

A Special Interview With Darren Sugiyama

  • Darren's Career Prior To Lionsmark Capital

  • The Inception of Lionsmark Capital: Playing The Long Game

  • The Evolution Of Lionsmark Capital

  • How To Partner With The Right People

  • How To Balance Business, Family, & Marriage

12:30 P.M.                  

Departures

 

REGISTER BELOW...

Anchor 1
bottom of page