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Program Information

Trustworthy Selling is battle tested and built from the voices of the industry.

Trustworthy Selling Model

Trustworthy Selling Curriculum

Program Information

Trustworthy Selling is battle tested and built from the voices of the industry.

We assess Trustworthy Selling on four levels of evaluation:

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No other training program can offer this kind of ROI analysis and it’s what allows us the ability to stand by our claims of proven results.

Level 1: Participant and facilitator feedback surveys

This kind of evaluation measures how people liked the training on an emotional level and its value as an investment of time.

Result: 93% of participants say it’s a valuable use of their time.

Level 2: In-program learning

This evaluation looks at skill improvement and how much participants learn from the training.

Result: Every tactical module includes role plays and observer forms that facilitators use to assess skill transfer. Knowledge checks and a final exam check for understanding of key program concepts throughout the program.

Level 3: Behavior change surveys

This evaluation happens 30-days post program. We ask participants to reflect on their adoption of the skills from the program.

Result: Of the 50 skills presented in Trustworthy Selling, 36 are actively in use by participants post-program. The mix of skills activated differs by length of service, telling us that there is something for everyone in the program.

Level 4: Productivity results

This evaluation takes a look at key metrics for organizations – premium, policy count, new clients, etc. We compare pre-program productivity with post-program in the same agency and across attendees vs. non-attendees.

Result: We have completed dozens of these studies tracking whatever metric is most important to the individual company. Most experience double-digit lifts in whatever measure we evaluate.

Get Your Advisors Off to a Fast Start Today with Trustworthy Selling!

See first hand the power of Trustworthy Selling and what it can do for your advisors. Built by the industry, for the industry.

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