Tracks for Corporate, Banking, Insurance & Financial Services.

Select topics include:

  • Creating customer-first profiles on LinkedIn to elevate your marketing organization in the eyes of your target market to industry thought leaders.
  • Introducing the social selling content marketing matrix for the consensus sale.
  • Learning content requirements to target economic buyers, champions and coaches for the different stages in the sales cycle.
  • Classifying existing content assets in the content matrix by asset type for Prospecting (awareness), Setting Appointment (interest), Qualification (consideration), Presentation & Objection Handling (evaluation), Closing Sale (conversion) and Upsell/Cross-Sell (loyalty).
  • Identifying content gaps.
  • Coaching sales people and their leaders on leveraging content in the social selling process.
Infectious energy, passion, clear vision and warm leadership are the words that come to mind when I think about the time I spent working with Dan. Dan is a master of his craft, one who truly empathizes with his client and sees the world through their eyes - whether it’s a Fortune 500 CEO or a new Advisor. His thirst for creating new paths, for getting to “yes”, fuels his spirit and as a client, you can’t help but walk away feeling as though you’re the only client that matters. I am grateful to Dan for showing us how to achieve scale, how to connect the dots and how to see the dots we didn’t even know were there.
— Beth Wood Leidt, VP Marketing, Guardian Life