Live Training and Coaching

Bring the Risk Advisor Institute to Your Town to Train Your Team:

This seminar is simply the best I’ve been to in a 10-year insurance career. It is full of wonderfully simple concepts to bring your business to the next level.” 
Jeremy Kilpatrick, Agent

“What an inspiring and refreshing afternoon” 
Rachel Davis, Financial Services Associate

“I would recommend this workshop as a requirement for every agent and team member” 
Lisa Huck, Office Manager



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 and he will conduct Scrimmages and Chalk Talks with you and your team members that 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.

Click here to tell us more if you are interested in having the Risk Advisor Institute train you and your team.



  • Two calls per month with your designated Performance Coach
  • 12 sessions covering ‘Your World’®, Life, Disability, Appointment Setting, Referrals, overcoming objections and more)
  • Unlimited, unscheduled calls with your Performance Coach
  • Goal Setting with each team member
  • Weekly Scheduled team member Check-In/Accountability calls
  • Strategizing Sales Calls (before and after customer calls)
  • Agent recieves weekly updates on team member’s performance

For complete details about this new sales building coaching program with no cost obligation, contact Steve Wilmer NOW at 704-612-0122 x4 or email him at

This program is for Mastermind Group members only.

Click here to Enroll in Outsourced Agency Management Coaching.


Aaron Fitch had average life sales until he adopted the ‘Your World’® Conversation, leading him to close 80-100 life policies a year, and quickly becoming a top P&C producer. He began in insurance in 2013, when he was looking for a way to make a positive difference in people’s lives. He now continues his passion for helping others by training the same ‘Your World’r concepts that allowed him to excel to the top.




Tim Harrington has been in the insurance business for three and a half years.  His agency had success in his first year but Tim was writing the majority of production in his office.  Through implementing the YourWorld conversation his team began writing the majority of the auto, fire, life and health applications in his office so he could focus on generating large premium.  Also through coaching and developing his team, and executing the Your World conversation they averaged 50 introductions per month!  As a former General Manager in the automotive industry and a current agency owner, Tim is passionate about accountability, training and developing and he brings that passion to our team as a performance coach.

Stephanie Slack was an average insurance producer until she implemented the system she trains in this coaching program. Using these techniques, she transformed from an average quoter to a Risk Advisor, causing her sales to double when she was a team member. Stephanie brings these techniques to you and your team.





Marty Clifton



Have Bill Whitley Speak To Your Group: 

Agency Growth Secrets BLK

Bill Whitley - Candid 1

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 Mastermind Group. During my presentation you will learn the Five Critical Steps to Transitioning to a Risk Advisor including:

  • 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.

Click here to inquire about having Bill Whitley present to your group.

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Free E-Report: “How to Double Production with the 'Your World' Discovery Conversation.”


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Free E-Report: "Three Easy Steps for Creating Client Attraction Stories that Close More Sales"


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