The Trusted Risk Advisor Certification is reserved for agents and brokers who wish to take their game to the next level...to reap the rewards that only enhanced credibility, trust and perception can bring.
A symbol of professional excellence in consultative and diagnostic sales and enterprise risk management, the Trusted Risk Advisor (TRA) is reserved for agents & brokers who wish to advance their ability to deliver an enterprise risk management (ERM) method through a logical, disciplined and results oriented framework. While participating agents and brokers may enter the program with a proven track record of success, the TRA empowers them to sharpen arrows in their quiver, confirm that they have a "growth mindset", and consider additional tools and tactics to significantly improve performance.
Please Note: to earn this certification, agents and brokers must complete all four sessions entirely. CE can be earned for each session for MA licensed agents and brokers. To earn CE you must be present for all live instruction components of each seminar.
Four Courses:
5/8/24 8:00am - 4:15pm "Goodbye, Agent and Broker. Hello, Trusted Risk Advisor"
5/9/24 8:00am - 4:15pm "The Art and Science of Discovery... Leading to Strategy"
6/5/24 8:00am - 4:15pm "The Risk Advisor... Moving Away from the Transactional Sales"
6/6/24 8:00am - 4:15pm "Creating a Differentiated Customer Experience Journey Through the TRA Process"
CLASS TIME
Sign-in begins 30 minutes prior to the class start time.
CEUs: 28 (Only if you are a licensed MA agent)
