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Have you ever wondered if there is a way to attract, serve and keep more clients without adding to your workload or fixed overhead expenses? 

Are you looking for a way to experience less rejection and more fullfillment from your career?

Do you ever think how nice it would be to find a way to get rid some of your day to day frustration and experience more fun in your career? 

If you are  like most financial advisors and insurance professionals you've had these thoughts on more than one occasion.  You are not alone.  There is a way to experience the improved results you want.  You can do it without learning a new sales system or computer program because the answer is found by building on your natural strength as a communicator.  We have a proven system that helps you to unlock your potential and turbo-charge your results.

Communication Awareness & Persuasion Skills - CAPS™ supports your existing client development systems and tools because it is based on proven behavioral science principles and not techniques. It involves open, honest dealing with each other, careful listening, ethical persuasion and complete communication to serve your clients needs.

CAPS™ is not a system of rote communication. CAPS™ helps Advisors to use their traditional client development methods more effectively. They learn how to:

  • Gain and retain control of an interview
  • Use questions to determine needs and priorities
  • Use agreement to reinforce acceptance
  • Overcome doubt and objections
  • Ethically persuade others to take appropriate action

CAPS™ training will help you to improve your ratio of buyers-to-interviews, increase the average size sale, and more of your products or services will result in client satisfaction.

That means you will benefit, because you will get repeat orders and personal referrals to friends and associates of your clients and you will earn the full potential fees, bonuses or commissions for which you are working.

The Skills are introduced, taught and coached in a variety of formats to suit your needs.

  • Platform Presentations
  • 1 1/2 day Workshops
  • Online/OnDemand

Unlock Your Potential

Great communication skills are essential to successful client development because until you help to connect prospects with the specific benefits they want and need, the features of many products and services are often misunderstood or undervalued. 

When you market products or services that can be tailored to each client they must trust you and you must understand them.

CAPS™ Training has proven to unlock and to develop ethical persuasion skills for Advisors of all experience and productivity levels.

It’s simple for you to improve your persuasive communication skills.

Based on the experience of those who are using CAPS™ Skills, you will develop more clients and enjoy more productive relationships. You’ll love CAPS™. We Guarantee it!

For the Sales Executive…

Most sales executives agree there is a limit to the amount of time and money a company can spend on training.

Faced with the demands of compliance and the need to teach a lot of facts about what to sell, Advisor training may tip out of balance with very little practical emphasis on how to connect product features to the needs and objectives of clients.

That means you may not be providing the keys to ethical persuasive communication and, until you do, your Advisors will be missing a lot of opportunities to help prospects achieve their objectives.

Your company offers a product or service that has to be connected to the unfilled needs of a client and that means, your Advisors must have reliable communication skills. To develop more productive client relationships, they must ask questions, listen carefully and relate answers to the specific motives of each buyer. They need to support any ideas the client expresses in agreement and they need to remove doubt whenever it may be an obstacle to reaching an appropriate outcome.

Don’t wait any longer! Now you can provide the communication skills your Advisors need to break through their production ceiling and reach a much higher level of success.

Our 20 year track record shows, adoption of CAPS™ Communication Awareness and Persuasion Skills is the easiest and most economical way to improve the results of existing training programs and client development systems.

For the Advisor…

If you are like most Advisors, your company has given you a lot of facts about the solutions you offer and very little help learning how to ethically persuade prospects and clients to buy from you.

Any Advisor who offers a product or service that has to be connected to the needs and requirements of a client has to have reliable communication skills. He or she must ask questions, listen carefully and relate answers to the important reasons why the client can benefit from the advice and services.

He or she needs to support the ideas that the client expresses in agreement and also remove doubt whenever it may be an obstacle to reaching an appropriate outcome.