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Travel advisors looking to strengthen client retention are invited to a new virtual session hosted by Collette this week.Taking place April 22 at 12 p.m. ET, Selling Strategies: From First Call to Forever Client is the fourth event in the company’s five-part Selling Cycle Series. The session will feature industry veteran Rick Carlson, who brings 26 years of experience to the discussion.According to Carlson, success in sales comes down to more than tactics. “What separates advisors who are consistently booked from those stuck chasing their next lead? According to industry veteran Rick Carlson, the answer isn’t better tactics: it’s better trust.”
The virtual session, led by Collette’s Kelsie M., will focus on how advisors can build long-term client relationships that lead to repeat business. Rather than focusing on quick sales techniques, the presentation will explore decision-making, habits and mindset.Carlson will share real-world examples and practical takeaways aimed at helping advisors develop what the session describes as a “forever client” mindset.“Rather than offering quick fixes or surface-level sales hacks, this session dives deeper into the thinking behind successful selling — the decisions, boundaries, habits, and mindset shift that compound into long-term success.”Organizers say advisors who participate will leave with clear steps to apply in their own businesses.“Advisors who take part will be leaving the session with the exact steps to make their business a success.”The session is open to travel advisors, sales professionals and others focused on relationship-based selling.
Register here.
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