Training and Coaching
BRING THE RISK ADVISOR INSTITUTE TO YOUR TOWN TO TRAIN YOUR TEAM!
Training and Coaching
Training and Coaching
BRING THE RISK ADVISOR INSTITUTE TO YOUR TOWN TO TRAIN YOUR TEAM!
Private Coaching or Group Coaching
Private Coaching or Group Coaching
Private Coaching or Group Coaching
* War Room Binder & Agency Transformation Package only include with FULL PRICE purchase.
“I would without hesitation, recommend this workshop as a requirement for every agent & team member.”
~ Lisa Huck, Office Manager
“What an inspiring and refreshing afternoon”
~ Rachel Davis, Financial Services Associate
“I would without hesitation, recommend this workshop as a requirement for every agent & team member.”
~ Lisa Huck, Office Manager
“What an inspiring and refreshing afternoon”
~ Rachel Davis, Financial Services Associate
Risk Advisor Institute Boot Camp
Risk Advisor Institute Boot Camp
Risk Advisor Institute Boot Camp
Steve Wilmer and the Risk Advisor Institute host Risk Advisor Boot Camps across the United States for Agents who are interested in having in depth training for their team, in order to take their agency to the next level. Steve Wilmer is a licensed producer and ‘Your World’® expert. He has been using the ‘Your World’® diagram for over three years and consistently writes 100+ life apps a year.
When you hire the Risk Advisor Institute to conduct a Risk Advisor Boot Camp he will teach the Five Critical Steps to Transitioning to a Risk Advisor from the Agency Growth Secrets Presentation, will conduct Scrimmages and Chalk Talks with you and your team members.
Boot Camp Includes…
- The best way to transition from customer greeting into the ‘Your World’® Conversation
- How to make the most effective recommendations and presentation to your customers once the risks have been prioritized
- How to overcome ANY objection
- How to follow-up and Close More Sales
The Risk Advisor Institute is available for full day Boot Camps for your agency! We are able to help you market the Boot Camp in your area so that several agencies can participate in the training and share the cost.
Boot Camp Includes…
- The best way to transition from customer greeting into the ‘Your World’® Conversation
- How to make the most effective recommendations and presentation to your customers once the risks have been prioritized
- How to overcome ANY objection
- How to follow-up and Close More Sales
The Risk Advisor Institute is available for full day Boot Camps for your agency! We are able to help you market the Boot Camp in your area so that several agencies can participate in the training and share the cost.
Have Bill Whitley Speak to Your Group
Have Bill Whitley Speak to Your Group
Have Bill Whitley Speak to Your Group
Hi, my name is Bill Whitley, and my Agency Growth Secrets training is designed to help multi-line agencies close more sales, deepen account penetration, and increase retention. This presentation incorporates my Eight Secrets of Top Performing Agents research with the Agency Growth Secrets discovered in interviews for the Risk Advisor Self-Study Program.

During my presentation you will learn the
Five Critical Steps to Transitioning to a Risk Advisor:
The most powerful Risk Advisor positioning comments and questions
The best way to educate your customers about the need for a trusted Risk Advisor and why having an advisor is more important than saving $100 on an auto premium
How to set more face-to-face appointments than you could ever imagine
How to conduct the ‘Your World’® Conversation and prioritize risk areas
- How to ensure you hear, “Thank you” and how to turn “Thank you” into additional customer introductions
Agents who attend this presentation and implement my ideas routinely report increases in production of 50% to 100%.
I am available to speak to groups ranging from 15 agencies to several thousand agents, as well as presenting live or by webinar. Corporate or Association speaking events can range from 1 hour to 2 hours based on your needs. I am also available for Break-Out sessions. I have given hundreds of live workshops for smaller groups of agents, that not only include my presentation, but also includes hands on training, practice, and role playing with word tracks. If you are interested in having me speak to your agency, we can work with you to put together a Local Group of agents in your area for the presentation.