bill@pastrategy.com

Restless over sales results?

Losing large, complex sales to competitors? Want to shorten your sales cycle? Then you are ready for MERGE

designed to help you simplify complex sales, close more profitable

MERGE solves the challenge of intangibles in financial and professional services for:

tive

hired

in executive compensation and benefits.

Quoted frequently in the Wall Street Journal, the New York Times, Bloomberg,

Retain Key Executives,

MERGE: Simplify the Complex Sale in Five Surefire Steps.

The MERGE A Best Practices 5-Step Processto Simplify the Complex Sale

The MERGE

For Consultants, Owners and Firms in Financial and Professional Services

MERGE Workshop Tailored to Your Organization

bill@pastrategy.com

Restless over sales results?

Losing large, complex sales to competitors? Want to shorten your sales cycle? Then you are ready for MERGE

designed to help you simplify complex sales, close more profitable

MERGE solves the challenge of intangibles in financial and professional services for:

tive

hired

in executive compensation and benefits.

Quoted frequently in the Wall Street Journal, the New York Times, Bloomberg,

Retain Key Executives,

MERGE: Simplify the Complex Sale in Five Surefire Steps.

The MERGE A Best Practices 5-Step Processto Simplify the Complex Sale

The MERGE

For Consultants, Owners and Firms in Financial and Professional Services

MERGE Workshop Tailored to Your Organization

Professional and financial services are tough to master because the offer

is intangible. Prospects can’t drive before they buy. Without emotional

pull from direct experience, his or her rational brain finds all the reasons

imaginable not to buy. No sale. No client.

What You’ll Learn

Jim Ellis, DeanUniversity of Southern California

Marshall School of Business

Peter D. Quinn Senior Vice President

Wells Fargo Bank - Executive Benefits

David W. Bensinger

V.P., National Director of SalesExecutive Benefits

Lincoln Financial Distributors, Inc.

client needs in client language, and to clearly explain the value proposition and product offering. To some, buying insurance has become an illustration game. The MERGE process goes a long

Robert J. HebronNew York Life

and distills it into an ethical, modern process to improve consult

Philip E. Steele, president, AIF®Pension Architects

Moe Abdou, founder

Koenig Group Wealth Management

Jack Dolmat Connell, managing partnerDolmat Connell

Executive Compensation Consultants

Simon Singer, CFP®The Advisor Consulting Group

Past President International Forum

Guy Baker, Immediate past presidentThe Million Dollar Round Table

Managing Director, EMI Consulting

Bob Carter, founder and presidentLion Street Independent Life Advisors

collaborative selling process you can effectively maneuver

manner. MERGE should be required reading in every graduate

Michael J. O’DonnellAlliant

“Whether you’re considering financial services, young in the in

those techniques that have made him one of the most success

David A. BardesDavid A. Bardes Organization, Inc.

Founder Clark Bardes, Inc.

For a discussion on special pricing, schedules and logistics, please contact us.

national sales, corporate or association meeting. Let us discover your challenges

Give us a call at 858.759.8637

The MERGE

Magnify Explore Recommend Generate Engage5431 2

experience in a relaxed environment

tap full potential.

Professional and financial services are tough to master because the offer

is intangible. Prospects can’t drive before they buy. Without emotional

pull from direct experience, his or her rational brain finds all the reasons

imaginable not to buy. No sale. No client.

What You’ll Learn

Jim Ellis, DeanUniversity of Southern California

Marshall School of Business

Peter D. Quinn Senior Vice President

Wells Fargo Bank - Executive Benefits

David W. Bensinger

V.P., National Director of SalesExecutive Benefits

Lincoln Financial Distributors, Inc.

client needs in client language, and to clearly explain the value proposition and product offering. To some, buying insurance has become an illustration game. The MERGE process goes a long

Robert J. HebronNew York Life

and distills it into an ethical, modern process to improve consult

Philip E. Steele, president, AIF®Pension Architects

Moe Abdou, founder

Koenig Group Wealth Management

Jack Dolmat Connell, managing partnerDolmat Connell

Executive Compensation Consultants

Simon Singer, CFP®The Advisor Consulting Group

Past President International Forum

Guy Baker, Immediate past presidentThe Million Dollar Round Table

Managing Director, EMI Consulting

Bob Carter, founder and presidentLion Street Independent Life Advisors

collaborative selling process you can effectively maneuver

manner. MERGE should be required reading in every graduate

Michael J. O’DonnellAlliant

“Whether you’re considering financial services, young in the in

those techniques that have made him one of the most success

David A. BardesDavid A. Bardes Organization, Inc.

Founder Clark Bardes, Inc.

For a discussion on special pricing, schedules and logistics, please contact us.

national sales, corporate or association meeting. Let us discover your challenges

Give us a call at 858.759.8637

The MERGE

Magnify Explore Recommend Generate Engage5431 2

experience in a relaxed environment

tap full potential.

Professional and financial services are tough to master because the offer

is intangible. Prospects can’t drive before they buy. Without emotional

pull from direct experience, his or her rational brain finds all the reasons

imaginable not to buy. No sale. No client.

What You’ll Learn

Jim Ellis, DeanUniversity of Southern California

Marshall School of Business

Peter D. Quinn Senior Vice President

Wells Fargo Bank - Executive Benefits

David W. Bensinger

V.P., National Director of SalesExecutive Benefits

Lincoln Financial Distributors, Inc.

client needs in client language, and to clearly explain the value proposition and product offering. To some, buying insurance has become an illustration game. The MERGE process goes a long

Robert J. HebronNew York Life

and distills it into an ethical, modern process to improve consult

Philip E. Steele, president, AIF®Pension Architects

Moe Abdou, founder

Koenig Group Wealth Management

Jack Dolmat Connell, managing partnerDolmat Connell

Executive Compensation Consultants

Simon Singer, CFP®The Advisor Consulting Group

Past President International Forum

Guy Baker, Immediate past presidentThe Million Dollar Round Table

Managing Director, EMI Consulting

Bob Carter, founder and presidentLion Street Independent Life Advisors

collaborative selling process you can effectively maneuver

manner. MERGE should be required reading in every graduate

Michael J. O’DonnellAlliant

“Whether you’re considering financial services, young in the in

those techniques that have made him one of the most success

David A. BardesDavid A. Bardes Organization, Inc.

Founder Clark Bardes, Inc.

For a discussion on special pricing, schedules and logistics, please contact us.

national sales, corporate or association meeting. Let us discover your challenges

Give us a call at 858.759.8637

The MERGE

Magnify Explore Recommend Generate Engage5431 2

experience in a relaxed environment

tap full potential.

bill@pastrategy.com

Restless over sales results?

Losing large, complex sales to competitors? Want to shorten your sales cycle? Then you are ready for MERGE

designed to help you simplify complex sales, close more profitable

MERGE solves the challenge of intangibles in financial and professional services for:

tive

hired

in executive compensation and benefits.

Quoted frequently in the Wall Street Journal, the New York Times, Bloomberg,

Retain Key Executives,

MERGE: Simplify the Complex Sale in Five Surefire Steps.

The MERGE A Best Practices 5-Step Processto Simplify the Complex Sale

The MERGE

For Consultants, Owners and Firms in Financial and Professional Services

MERGE Workshop Tailored to Your Organization