In the Home

Monday Sales Training Calls

Sales Training - 03/28/2022 - Sales Training

Sales Training - 04/04/2022 - Sales Training

Sales Training - 04/11/2022 - How to Calculate Your Success

Sales Training - 04/18/2022 - Successful Prospecting & Closing Tips

Sales Training - 04/25/2022 - Connecting the Dots

Agent Training - "What We Say In The Home"

Make sure to give this Sales Training Call from Managing Vice Presidents Matt & Brad Smith your full attention! In this call, they're discussing "Telling vs. Selling". Enjoy!

Matt & Brad Smith - Telling vs. Selling

Listen to Agency Owner, Shawn Shannon, discuss his topic that delves into "Uncovering The Need in The Home" if you missed it Monday morning!

Shawn Shannon - Uncovering The Need in The Home

Have a listen to this weekly Sales Training Call hosted by Agency Director John Ziller! John will discuss the Critical Period Concept and how to accurately explain the idea to your clients!

John Ziller - Presenting the Critical Period Properly

It was billed as the Cambridge Chapter launch of '85 Broads', a global network of trailblazing, visionary women who aspire to use their talent and leadership savvy to affect change for all women globally. The speakers at the day-long conference offered advice on how to overcome adversity, how to make the recession an advantage, why it's good not to fear failure and how to find the resources to keep digging deep. It clearly 'inspired', 'connected' and 'transformed' the many women who attended it.

Women in leadership: clarion call to action for women (part 1) (85 Broads Launch)

Women in leadership: clarion call to action for women (part 2)  (85 Broads Launch)

Janet Hanson, Founder of 85 Broads and Milestone Capital and former Goldman Sachs partner

Mentors, Janet says, have played an important role in her success, and most of those colleagues have been men!

Never stop learning

Sales Training - 1/13/2020 - "Maximizing Applications in the Home"

National Call
July 1st, 2020     

CALL LINE-UP: 
Guests:  Kevin Purdy , Imelda Koptonak and Rasim Tugberk

Agent Spotlight: Nick & Patty Compatore
ANNOUNCEMENTS: 

Join us Wednesday, July 8th at 1PM EST for “The Evolution of your Company: Part 2” to hear some big announcements

We are now in the FINAL ROUND with the top 280 agents (10 from each Direct) competing. 6 chances to win a trip to Costa Rica!

UPCOMING EVENTS: 

Thursday, July 2nd at 11am EST- Stales Training Webinar 
Hosted by SFG Founder Casey Watkins and National Sales Director Todd Spivey on “PPL- Increasing Your Profitability”

Monday, July 6th at 10am EST - Monday Sales Training 
Hosted by Executive VP Kevin Purdy and special guests

July 22nd and 23rd- Virtual AOA- 
Check out the events page in Symmetry U for registration

NATIONAL CALL MINUTES: 
•	Thrive Tool of the Week:
o	Communication Code: 
	Critique- “Critique my work”
	Collaborate- “Shape this with me”
	Clarify- “Clarify”
	Care- “Care”
	Celebrate- “Celebrate success with me”
Instructional videos and training can be found in the Thrive 101 Course on Symmetry U
•	“Don’t let failure become an option.”
•	“Your goal is the podium.”
•	“Living without goals is like driving without a road map.”
•	“Shoot for the stars, you’ll at least land on the moon.”
•	“Sell value, not prices.”

National Call - 07/01/2020 - "Leading the Race, Growing Your Base."

Symmetry Financial Group was established with the goal of bringing balance to the professional and personal lives of independent insurance agents and agency builders. We strive to provide our sales force with the most innovative marketing and lead programs while offering the highest quality insurance products and services to our clients. Our regular training calls offer tips from our founders, advisory board members and top producing agents on how to succeed in the field as well as offer personal + professional growth tools to help our agents reach their next level of success.