CE-Approved Speaking Engagements
Our CE-accredited presentations are designed to empower advisors transforming the way they approach life insurance and client relationships. Rooted in deep industry expertise, these courses are the foundation for a proven approach and include actionable insights for advisors to succeed in the high-net-worth space. Through engaging and insightful sessions, advisors gain practical tools to simplify complex insurance strategies, position themselves as top-tier advisors, and deliver a superior experience that fosters long-term client loyalty. Explore these dynamic presentations, “Insuring Clarity” and “The G3 Approach,” to learn how to reframe the life insurance conversation, integrate seamlessly with clients’ existing professionals, and achieve exponential growth.
Featured Courses
Insuring Clarity
Course Overview:
This session introduces a proven method to positioning permanent life insurance as the most efficient investment tool there is, leading to more meetings, bigger cases, shorter sales cycles, more referrals, and virtually eliminating chargebacks.
We plan to empower advisors to cut through the fluff and simplify the numbers in a process proven to resonate with clients and their professional teams.
Learning Objectives:
- How to position life insurance for individuals and business owners in high tax brackets.
- How to simplify estate bond, IRP, and IFA strategies for better client engagement.
- How to structure conversations that increase case size and close rates.
The G3 Approach
Course Overview:
The best businesses in the world prioritize user experience—why shouldn’t financial services be the same? This session teaches advisors how to integrate a client-first approach to drive exponential growth, create stickier cases, and strengthen relationships with accountants and lawyers.
Learning Objectives:
- The importance of user experience in financial services.
- How to position insurance solutions in the high-net-worth market.
- Strategies for integrating clients’ existing professionals into the planning process.
- A step-by-step framework for building larger, more successful cases.
Why Book Graham?
Graham’s courses are designed to challenge conventional thinking and equip advisors with the tools to increase revenue, shorten sales cycles, and improve client engagement.
Give your team the training they need to succeed in today’s evolving financial landscape.