Calendar
Upcoming events, Brown Bag Lunches, guest speakers, etc.
Friday, January 28, 2008, LANAM Club, Andover, MA
Exit Planning & The Owner-Managed Business
Speaker: Sam Liss, The Coral Group
PDF files: Liss bio | presentation
Monday, March 10, 2008
LANAM Club, Andover, MA
Improving your BATing Average: Behavior, Attitude, Technique.
George Donovan, President Sandler Sales Institute
Contact Information: Phone: (508) 686-2779; E-mail: gdonovan@sandler.com
Successful selling is more than just qualifying and closing. The way to motivate ourselves is from the inside by 1) understanding the importance of our Behavior and goal setting, 2) understanding our beliefs and values which drives our Attitude and 3) recognizing the importance of a systematic, repeatable Technique to selling. Regardless of our title, we all sell! Step up to the plate and improve your BATing average.
About the speaker: George has been developing successful sales people for 15 years. Prior to starting his own business with the Sandler Sales Institute®, George held the following positions:
- Vice President Solution Sales - Corporate Software
- Director of Telesales - Corporate Software
- Director, NA Sales - Software Spectrum
- Director, Global Sales Operations and Training - Software Spectrum
George's experience hiring, training, coaching and mentoring sales people and sales management provides an excellent background for working with his clients. He saw first hand the incredible success his sales teams displayed implementing the Sandler Selling System®. While with Corporate Software, George ran a 75 person sales organization that grew revenues from $600M to $900M in a three year period. After years of using the Sandler Selling System as a client, he purchased his own Sandler franchise Adventus, Inc.
Monday, May 12, 2008
LANAM Club, Andover, MA
Tuesday, January 8, 2008
Uniform Trust Code
Attorney Timothy Sullivan
Tuesday, February 5, 2008
Basics In Estate Planning
Attorney Kelly Quigley
Tuesday, March 4, 2008
Annuities & MassHealth Planing
Attorney Ken Anding
Tuesday, April 1, 2008
1031 Exchanges
Attorney Peter Caruso
Tuesday, May 6, 2008
Reverse Mortgage Update
Bob Irving
Reverse Mortgages – New Massachusetts licensing requirements, new federal regulations and new loan product offerings make for a very active year since we last discussed the subject. Some of the new products may change your perception that reverse mortgages are only good for the financially destitute or a very last resort. Bob Irving, Reverse Mortgage Consultant will lead a discussion on these unique loans to senior homeowners. Formerly with Bank of New York’s Reverse Mortgage Division, Bob is a specialist in reverse mortgage lending with six (6) years experience working with clients, their families and other trusted advisors throughout New England.
Wouldn’t a home equity loan be better? Several case histories will be presented as well as discussion of how to help your client obtain accurate quotes from lenders, how to compare these quotes, what is negotiable/what is not, what documents your client should always review before application, significance of the TALC (total annual loan cost calculation) document, warning signs to help your client avoid predatory lenders (the “up-sell” and variable annuity partners), what is the impact of the sub-prime mortgage mess/foreclosures. Good news for your senior clients.
Tuesday, June 3, 2008
Year in Review