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ADVISOR TRAINING WORKSHOP // May 2nd-3rd 2025

Fri, May 02

|

The Institute, HQ

Boost sales, improve phone conversions, and sharpen your team's communication skills before the summer rush. This 2-day, hands-on workshop is built for Advisors, Managers, and Shop Owners who are ready to turn more calls into appointments and drive real results.

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ADVISOR TRAINING WORKSHOP // May 2nd-3rd 2025
ADVISOR TRAINING WORKSHOP // May 2nd-3rd 2025

Time & Location

May 02, 2025, 8:00 AM MDT – May 03, 2025, 3:00 PM MDT

The Institute, HQ, 3789 Wall Ave, Ogden, UT 84405, USA

About the Event

Spring into Summer with a Sales Tune-Up!


As we enter the busy season, there's no better time to sharpen your sales and communication skills. Join us for an immersive 2-day workshop designed to re-energize your team, break bad habits, and reinforce proven strategies that drive success.


Event Overview:


Special Focus: Inbound Phone Training

"Mastering Inbound Calls for Success" - Turn more inquiries into appointments and build lasting customer relationships.

Highlights: 

  • Proven call strategies & scripting

  • Conversion tactics for price shoppers

  • Value-driven language & communication

  • Emotional intelligence for customer trust

  • Real call analysis + hands-on role-playing


What You'll Learn:

  • Sales Strategy & Process

  • Leadership Skills

  • Operational Efficiency

  • Communication Mastery


What’s Included

  • Meals (Morning Refreshments and Lunch)

  • Comprehensive Training Materials, and Resources


COST: $995 PER SEAT | FREE FOR MEMBERS


Schedule At-A-Glance:

Thursday, May 1

 6:00 PM – Optional Networking Dinner


Friday, May 2

 8:00 AM – Training Begins

  •  Inbound Phone Training

  •  Call Reviews

  •  Script Building

 5:00 PM – Session Ends

 Evening: Optional Group Dinner


Saturday, May 3

 8:00 AM – Training Continues

  • Script Role-Play

  •  Coaching & Feedback

 3:00 PM – Workshop Ends


Contact Information:

For more information or to register, please call our team (385) 238-4534


Tickets

  • General Admission

    This ticket includes light morning refreshments, full lunch provided, and workshop materials, for 1 individual per day.

    $995.00

Total

$0.00

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