Bold Networking Information

Amateurs convince. Professionals sort. Most agents and advisors were trained the old-school way: chase anyone and everyone, pitch hard, handle objections, hope the numbers work out. High-net-worth families can feel that from across the room, and they quietly say no. BoldOS is a sales operating system for top-producing insurance agents, financial advisors, and the leaders who build them. Our current program, BoldOS High Net Worth Sales, is the ultimate sales process for the mass affluent and high net worth. Underneath every meeting is one survival question: "Can you help me survive and thrive in my tribe, or not?" BoldOS teaches you to answer it, and to earn the outcome that matters most: the right to be introduced to every high-net-worth family your clients know. THE PROGRAM Eight weekly 90-minute sessions with a weekly accountability loop, ending in a live-fire client meeting. 01 Old School vs. Bold School 02 NeuroEQ: the chemistry behind every decision 03 Ideal Client Profile: specialists, not generalists 04 Powerful Meetings and the Agreed Agenda 05 Disarming Questions: Said, Feel, Want 06 Discovery: Paint by Numbers 07 A Decision Path Paved for Success 08 Recommendations and Limitless Referrals WHO IT'S FOR → Life and annuity agents ready to move upmarket → Financial advisors who want referrals instead of prospecting → Agency and team leaders building producers who don't depend on them Led by Robert Johnson, founder of Zoop Benefits and Zoop Alpha Advisors. He first learned the core of this methodology in 1992 and has refined it ever since, helping thousands of sales professionals nationwide, from solopreneurs to large organizations. Would it be a bad idea to see how you'd sort your next high-net-worth meeting? See the program at zoopbenefits.com/sales-training. BoldOS is sales and communication training. Zoop is a concept and strategy firm. Nothing here is tax, legal, or investment advice. Results vary by participant.