Collette to Host Virtual Learning Experience on Trust-Based Selling
by Bruce Parkinson
What separates busy and successful advisors from those stuck chasing their next lead? According to industry veteran Rick Carlson, the answer isn’t better tactics: it’s better trust.
Known for his candid, story-driven insights, Carlson will join Collette’s Kelsie M. for a virtual event called ‘Selling Strategies: From First Call to Forever Client.’ The webinar focuses on building lasting client relationships that generate repeat business over time.
It’s the fourth installment in the five‑part Selling Cycle Series and will take place April 22 at 12pm ET.
Rather than offering quick fixes or surface‑level sales hacks, this session dives deeper into the thinking behind successful selling — the decisions, boundaries, habits, and mindset shift that compound into long‑term success. Through real‑world stories and practical takeaways, Carlson will explore how trust and loyalty are built, sustained, and leveraged to create a “forever client” mindset.
Advisors who take part will be leaving the session with clear directions on how to make their business more successful.
Event Details
Title: Selling Strategies: From First Call to Forever Client
Format: Virtual
Speaker: Rick Carlson, Industry Veteran (26 years)
Series: Selling Cycle Series (Event 4 of 5)
Advisors can RSVP here:
