Davis Executive Training: Home

FINANCIAL INDUSTRY - PLANNERS/BROKERS/AGENTS

"Never before in the history of the financial services industry has the ability to communicate confidently and effectively been more important. Whether talking to clients and prospects one on one or in groups, this is the time and opportunity to establish yourself as a consummate professional!"

COMMUNICATION SKILLS FOR FINANCIAL SALES PROFESSIONALS

No industry has a greater requirement to be professional, proficient and effective in face to face communications than financial services sales professionals! Every day, planners, brokers and agents conduct meetings with clients and prospects one on one or in groups. They must make presentations that motivate clients and prospects to take action and implement suitable financial solutions to meet personal goals and objectives.

No one is more qualified to provide communication and presentation skills training for financial professionals than Moe Davis. Moe is a 25 year veteran of the securities and insurance industries. He got his start as a financial consultant with Merrill Lynch. He built his book conducting client seminars and giving informative educational talks in his community. His background and experience as a successful retail broker, top financial wholesaler and national sales director has prepared him to communicate at the highest level as a consultant and coach. Thousands of brokers, planners and agents have participated in Moe’s popular workshops, seminars and sales clinics. He currently holds a Series 7 Securities license, Life, Accident and Health licenses.

"In our business, the ability to market and promote yourself is more important than any knowledge, skills or investment expertise you may have! Because if other people do not know who you are and what you do, what difference does it make how good you are?" - Moe Davis

COMMUNICATION SKILLS TRAINING FOR THE FINANCIAL SALES PROFESSIONAL "Better communicators sell more"

You will learn how to:

  • Speak effectively before any size group
  • Be perceived as a total professional
  • Sell yourself and your ideas
  • Improve job performance and increase production
  • Control anxiety and inhibition
  • Conduct and control question and answer sessions

Call for a free copy of Moe's step by step instructional manual "How to Market and Promote Yourself for Free."
Contact us to determine the workshops that best fit the needs, objectives and budget of your organization.