Sales coach · speaker · builder

You have great people. You don't have a rhythm.

Every agency hires talent. Most of them end up with eight good people marching to eight different drums. I have spent fifteen years giving insurance teams a cadence they can actually keep, teaching it live, and building the software that holds the tempo after I leave the room.

Dan Presley

Talent is not a system.

Every agency can find talent. Almost none of them know how to develop it on purpose, or how to keep it once they have.

0
Agents and team members trained
0
Years teaching, thirteen of them in insurance
0
Live sessions delivered in the past year
02How I teach

Five things I believe about selling and about teaching people to sell.

Everything I build comes back to these.

Belief one
Mindset is infrastructure, not inspiration.
MOTIVATION MINDSET

Motivation is weather. It changes by the hour, and nobody builds a book of business on weather. Mindset is the thing still standing when the weather turns, and it gets built on purpose, the same way anything else does.

Belief two
Habits produce results. Intentions produce nothing.
138 ONE A DAY 46 ONE A WEEK

One excellent customer conversation a day is 138 a year. One a week is 46. Same hours, same desk, same activity report. Nobody can feel that difference in March, which is exactly why it has to be a habit instead of a decision you make each morning.

Belief three
Nobody quits at the start.
THE MIDDLE MONTH 1 MONTH 12

The first ninety days have adrenaline in them. The middle has none, and that is where producers quietly decide it isn't going to work. Training has to be built for month seven.

Belief four
Never write the prescription before you diagnose the pain.
PRESCRIBE DIAGNOSE WHAT MOST OF US DO DIAGNOSE PRESCRIBE THE ONLY ORDER THAT WORKS

No doctor hands you a script on the way in the door. That is malpractice. But producers do it every day, quoting a product before they have found out what the customer is actually afraid of losing.

Belief five
Watching is not practicing.
WATCHING PRACTICING TIME

Comprehension and capability live in different places. A room can understand a framework completely and still fumble it in front of a customer. Reps close that gap. Nothing else does.

The best training I have ever seen still failed if nobody practiced it.
That problem is what I work on
03What I do
Speak
Keynotes and breakouts

Real frameworks, delivered fast, with something the room can run on Monday morning.

Train
Onsite workshops

Half day or full day for a single agency or a cluster. We build the scripts, run the reps, and fix what breaks.

Build
Software for sales teams

Practice, not passive video. Film Room is what I am building now.

Charlottesville, Virginia