Your strategy relies on advisors to help prospects make sound insurance buying and financial decisions. The role of the advisor is essential because every time an advisor fails to connect with a qualified prospect productivity is lost.
What price are you paying for lost productivity every time one of your advisors fails to develop a qualified prospect into a client?
| $500? | $5,000 | $10,000? |
What price are you paying for advisor turnover due to lost productivity this year? In five years?
| $1,000,000? | $5,000,000 | $10,000,000? |
What can you do to improve advisor productivity using your existing strategies, systems and tools? How can advisors develop more new clients without increasing their workload or your fixed overhead costs?
The answer is CAPS™ - Communication Awareness & Persuasion Skills. It helps advisors connect with more prospects, build trust, understand their needs, follow compliance rules, and make suitable recommendations to ensure successful results.
CAPS™ is a proven program that helps advisors learn and sharpen vital one-on-one communication skills necessary to experience immediate and long-lasting productivity improvement. CAPS™ helps advisors break through their production ceilings because they learn to ethically persuade prospects to take appropriate action at each step of the buying process.
All of the offices who participated in CAPS™ increased their overall production, persistency improved, per capita sales increased , they got more repeat sales and referrals and new advisor retention was 60% better at the point where most trainees had failed before they had adopted CAPS™ .
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 sales strategies, client development systems and training programs.
Experience has proven, whenever Advisors adopt CAPS skills correctly and use them in a timely manner, they always make progress toward their sales objectives.
CAPS™ Skills helps advisors lead more productive conversations and achieve more of the results you expect.



