Course curriculum

  • 1

    Basic Elements of a Sales Presentation - Brad and Jim - Feb 2022

    • Audio Recording

    • Slide Deck
  • 2

    Using the Four Decision Style Tendencies to Sell More & Improve Service - Dave Travis - Feb 2022

    • Audio - Dave Travis

    • Handout from Session

    • Slide Deck
  • 3

    Selling - Some Observations - Brandon Harris & Frank Bealer - June 2022

    • Video Recording of Session

    • Audio Recording of Session

    • Slide Deck from Session

    • Presentation

  • 4

    Running Your Business Effectively & Efficiently: Taxes & Insurance - Jim and Frank

    • Slides

    • Handout

    • Audio
  • 5

    Fast Fire: Using Social Media For Your Business - Jess Bealer

    • Slides

    • Audio
  • 6

    Jim Lunch and Learn - The Sales Call - May 2025

    • Zoom Call Recording

    • Jim - The Initial Sales Call - Slides
  • 7

    Three Things Every Client Needs From Their Consultant - Frank Bealer

    • Three Things Every Client Deserves from Their Generis Consultant
  • 8

    Accountability - Frank Bealer

    • Accountability - Next Level - Part 1 - Frank

    • Accountability - Next Level - Part 2 - Frank

    • Accountability - Next Level - Part 3 - Frank

    • Accountability - Next Level Slides - Frank
  • 9

    Leader Lab with Frank Bealer

    • Consistency in Sales Activity

    • Differentiating Yourself from Competitors

    • Navigating Decision Delays

    • Navigating the RFP Process

    • Leader Lab: Navigating the Room | Frank Bealer

    • Slides | Leader Lab: Navigating the Room

    • Improving Your Ability to Navigate the Room Exercise