Training and Coaching

BRING THE RISK ADVISOR INSTITUTE TO YOUR TOWN TO TRAIN YOUR TEAM!


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

SUPER SQUAD PRIVATE COACHING
  • Two 1-hr live video calls per month for YOUR AGENCY ONLY
  • FREE Access to Self-Study Program
  • FREE War Room Binder
  • FREE Agency Transformation Package
  • Agent email + phone correspondence with your Performance Coach
  • Team member email correspondence with your Performance Coach
  • Team accountability
  • Team goal setting
  • 6 Month Commitment
$1,197/month for 6 months
INFANTRY TRAINING SCHOOL GROUP COACHING
  • Two 1-hr video calls per month with a GROUP OF AGENCIES
  • FREE Access to Self-Study Program
  • *FREE War Room Binder
  • *FREE Agency Transformation Package
  • Agent email correspondence with your Performance Coach
  • 6 Month Commitment
$697/month for 6 months
SPOT CHECK ALUMNI COACHING
  • Two 1-hr Zoom calls per month with a GROUP OF AGENCIES
  • FREE Access to Self-Study Program
  • “Spot Check” coaching, role play to see if they can overcome objections
  • Agent email correspondence with your Performance Coach
  • Role Play with Steve to keep your team sharp
  • Practice overcoming every life objection that you receive
  • Discuss your real life cases
  • Advanced Course
  • Only agencies who have “completed” Super Squad or Infantry Training School will be allowed to participate. This training is month to month, and you may cancel at any time.
$297 / month
* 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

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.

Are You Ready for Risk Advisor Institute to Train You and your Team?

Schedule A Boot Camp

Are You Ready for Risk Advisor Institute to Train You and your Team?

Schedule A Boot Camp


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.

Contact Us For Speaking