Sales Cycle Mastery Summit
Are you a financial professional who is ready to...
Get comfortable with the uncomfortable?
Stop winging it?
Transform your potential into real performance?
Then Summit was built for YOU.
Combining Jim’s 30 years of experience, teaching that's backed by results, and powerful group dynamics, this program is designed to help you achieve transformational growth in your practice.
Summit Registration
| Summit Program | Session 1 | Session 2 | Session 3 | Registration |
|---|---|---|---|---|
| Thrivent Summit | Sept 21-22, 2026 (Chicago) |
Nov 17-18, 2026 (Vegas) |
Jan 11-12, 2027 (Vegas) |
CLOSED |
| NM Summit 30 | Nov 11-12, 2026 (Chicago) |
Jan 19-20, 2027 (Vegas) |
Mar 15-16, 2027 (Vegas) |
Register Today! |
| NM Summit 31 (Elevate) | Jan 13-14, 2027 (Vegas) |
Mar 23-24, 2027 (Chicago) |
May 18-19, 2027 (Chicago) |
Register Today! | Lead Advisor Summit | Nov 4-5, 2026 (Chicago) |
Jan 6-7, 2027 (Vegas) |
Mar 2-3, 2027 (Vegas) |
Register Today! |
Backed by RESULTS.
Meet the Coaches:
2026 Summit Programs
Important Details:
Each Summit program consists of three sessions.
Sessions 1 and 2 begin at 1:00 pm on Day 1 with group dinner that evening; Day 2 finish time depends on size of the cohort.
Session 3 is from 8:00 am - 5:00 pm with group dinner the night before.
What people are saying…
What to Expect
Workshop 1 Agenda
Prospecting
Not having enough high-quality prospects to call on is a death sentence in our business. What would be the impact on your practice if you could create consistent prospecting results? I’ll teach you how to change your mindset and build the systems necessary to become a master prospector!
Phoning & Calendar Management
Do you fear the telephone? You shouldn’t as it’s your greatest income tool possible if you use it more effectively. Are you a slave to your calendar? In this module, you will learn the confidence and skills to effectively convert prospects to appointments, as well as how to build a highly efficient schedule through a proactive and consistent approach to calendar management. I’ll have you working smarter, not harder.
Workshop 2 Agenda
Fact Finding
To be an expert fact finder, you have to begin with the end in mind. The ultimate goal? A quality relationship with your client. To gain the right facts and build this relationship you have to evoke 3 key feelings in the client. Learn what these are and how to foster them in each client!
Planning
Can you recreate the energy and emotion you built in the fact finder to help motivate a prospect to action? Do the plans you build create the client’s mindset that guides the meeting towards next steps? When building the plan, less is more. I’ve got two words for you: relatable and personalized.
Workshop 3 Agenda
Implementation
When it comes to closing, it’s all about offering a solution to a problem, not selling a product. When this meeting is done well, the result is that your client feels incredibly connected to you, and they will also feel (maybe for the first time ever) that they could actually achieve their goals for financial security. Let me tell you – that’s powerful stuff.
Annual Reviews
Do you have “rockstar” annual review meetings? (Hint: If your client doesn’t leave feeling like they are one year closer to achieving their financial dreams, then the answer is NO!) Learn how to use your annual review meetings to enhance your relationship – fostering not only renewals, but more importantly – referrals.
