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WORKSHOPS

How to D.R.I.V.E. Strategic Conversations is a game-changing workshop designed to challenge, inspire and empower audiences to:

  • Better connect with and serve their customers/clients

  • Stand out from the crowd

  • Conquer challenges

  • Add greater value and

  • Drive revenue

Though I specialize in working with sales teams in the financial services industry – asset and wealth management specifically – this workshop is relevant and customizable for virtually any workplace group.

Workshops are skill focused, practical, energizing and deliberately disruptive. Participants are challenged to get out of their comfort zone; because in order to change our behaviours, we have to get uncomfortable.  They include a strong experiential component and feature “in the moment” coaching to allow participants to immediately put what they have learned into practice and embed new skills.  

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Perfect for:

- Team meetings
- Sales Conferences
- Industry events
- Sales academy/training curriculums
- Team/leadership retreats
- Wholesaler Development Programs (WDP)

 
 

Flagship Offerings

  • Audience: Sales Teams

    Purpose: To take your sales team to the next level through advanced performance training focused on developing the mindset and essential sales skills necessary to connect with customers/clients and crush the close.

  • Audience: Internal and External Wholesalers

    Purpose: To take your wholesaling team to the next level through advanced performance training focused on being relevant, sharing insights and adding value to advisor conversations.

  • Audience: Service Teams

    Purpose: To take your service team to the next level through advanced performance training focused on how to build trust and develop critical communication skills.

  • Audience: Leaders of Service/Sales Teams and Director/Executive Leaders

    Purpose: To take your leaders’ coaching skills to the next level through advanced performance training focused on how to have courageous conversations and develop high performers.

 
 

A Taste of What’s in Store

Workshop participants will be challenged and provoked to think strategically and act courageously. They will receive practical tools they can put into place right away to develop resilience, build greater trust and intentionally remain relevant to customers/clients.   Leveraging my proprietary D.R.I.V.E.™ Model, participants will specifically learn how to:

  • DISARM Objections

  • REFLECT Experiences

  • Share INSIGHTS

  • VERIFY priority needs

  • Leverage ENERGY rituals for high performance


VALUE ADDED: Each participant will receive a customized Warrior Development Plan that can be leveraged to drive accountability and ensure continuous improvement following the session.


The Benefits of a Warrior Workshop

Increased Engagement
Innovation
Leadership
Adaptability
Increased Performance
Improved Culture


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I’d be thrilled to to help you motivate your team to think and act like warriors! 


Catherine’s energy and enthusiam. That she was able to keep me an ADD student engaged all day which I found was incredible. No teacher has ever kept me from not falling asleep or have my mind wonder elsewhere in a classroom setting.
I was engaged 100% of the time. All very relevant info, no matter what role you are in. Such a great facilitator!

 

Want to Maximize your impacT?

Combine a Warrior Workshop with a Kerrageous Keynote! This combo package is the ultimate offering for companies looking for a radical shift in culture and/or performance. Interested?