Live training
Risk Advisor Boot Camp
Intensive, interactive training that leaves your team ready to take your agency to the next level.
Investment: Pricing on request
Overview
What it is
At the Risk Advisor Boot Camp, your coaches teach the Five Critical Steps to Transitioning to a Risk Advisor from the Agency Growth Secrets presentation. Then they put those steps under pressure with Scrimmages and Chalk Talks alongside you and your team.
You'll learn how to make the most effective recommendation and presentation once the risks have been prioritized, how to overcome ANY objection, and how to follow up and close more sales.
Want it in your town? We can help you market a Boot Camp in your area so several agencies can participate and share the cost.
Who it’s for
Built for
- Agency owners who want the whole team trained at the same time, on the same playbook.
- Team members who quote well but stall at objections or the close.
- Study groups and neighboring agencies that want to share the cost of a live event.
What’s included
In the box
- The Five Critical Steps to Transitioning to a Risk Advisor
- The best way to transition from customer greeting into the ‘Your World’® Conversation
- How to make the most effective recommendations once the risks have been prioritized
- How to overcome ANY objection
- How to follow up and close more sales
- Scrimmages and Chalk Talks: live practice with your coaches
FAQ
Fair questions
Don’t see yours? Ask it on a free coaching call, or send us a message.
Is the Boot Camp virtual or in person?
The current site describes both: a 4-week virtual format (Monday–Friday at 2pm ET) and full-day Boot Camps hosted in your area. [Client to confirm which formats are offered.]
Who teaches it?
[Coach names] from the Risk Advisor Institute coaching team. [Client to confirm instructors.]
Can several agencies attend together?
Yes. We can help you market a Boot Camp in your area so several agencies can participate and share the cost.
How much does it cost?
Pricing on request. Send an inquiry with your date, location and estimated headcount, and we'll put options together.
How do we keep the skills sharp afterward?
Group Coaching and Private Coaching both include weekly Skill Drills role-play calls, so the practice keeps going after the Boot Camp.
Pairs well with
Team Coaching
Infantry Training School
Group Coaching
Year-round live coaching on Zoom: weekly team calls, agent-only calls and Skill Drills role play.
Pricing on requestView detailsGeneral Products
The Playbook
Coaching manual
217 pages of what to say to the customer, and more importantly, what NOT to say. Also available in Spanish.
Pricing on requestView detailsGeneral Products
‘Your World’® Cheat Sheet
Laminated word tracks
Laminated 8.5 × 10 sheets with every word track for the ‘Your World’® Conversation.
Pricing on requestView details
Ready to talk about Risk Advisor Boot Camp?
A quick call lets us get to know one another and learn your goals and challenges, so we can recommend the right training for your team.