I built this workshop to move CCRM™ from an interesting concept into something your advisors actually use: language they can discuss, rehearse, and rely on together.
When I see the same gap show up across several producers, client agreement that doesn’t turn into client action, it’s rarely a coincidence, and it’s almost never fixed by telling one advisor to follow up harder. The team needs a shared language for examining what might be happening before the moment of decision.
The workshop is educational and practical. It doesn’t teach pressure tactics or turn advisors into amateur therapists. It helps them notice influence, test their assumptions, and prepare conversations that stay well within their professional role.
$4,500
For teams that need the framework, shared language, and guided practice.
$7,500
For teams that need deeper application and a stronger bridge from training to continued use.
What the workshop is designed to change.
Recognize patterns and emotional exposure before they become a silent stall.
Distinguish what’s known from what’s assumed.
Develop language that’s human, curious, and professionally bounded.
Give leaders and producers common language for reviewing future cases.
Exploring other ways to work together?
I’ll use the conversation to figure out audience, use case, format, and whether a workshop’s the right fit.