Presentations 2017

Most recently my talks have focused on how to select the right technology for your business and how to create compelling marketing messages. For those who have asked for copies of the slides and the accompanying checklists, here you go:


Technology in Context
The question is not if your agency will go digital. The question is when. Clients demand it. Competitors make it necessary. The Affordable Care Act compels it. But how do you find the right technology for your agency? This course shows you how.
Slides   Checklist



Standout Communication Title Slide


Standout Communication
Whether marketing for new prospects or educating existing clients, benefit brokers need to craft messages that cut through the noise. This course shows how.



Purchase Trailblazed: Proven Paths to Sales Success by Alan Katz online through Amazon or Barnes & Noble.