Independent Planners: Three Ways to Become a Revenue Rainmaker

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The sales landscape has changed profoundly. Traditional sales tactics don’t translate as well in today’s fast-paced, digital world.  Whether you’re launching a new business or looking to grow an existing one, you’ll explore new ways to acquire and delight customers including faster, easier sales sprints for busy planners.

Learning Objectives:

  • Earn sales progressions with buyers as you uncover what they’re thinking and feeling about investing in you
  • Apply a new selling methodology to help accelerate sales cycles and improve close rates
  • Explore innovative pricing models to remove decision roadblocks and gain a competitive edge

PCMA is an Approved CAE Provider & CMP Preferred Vendor.


  • Date: 01/12/2016

CMP Certification

  • EIC Status: Approved
  • CMP-IS Domain: A. Strategic Planning
  • Clock Hours: 1.0

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