Shapiro Negotiations Institute

A keynote truly shines when it brings energy, relevance, and practical insights to the table! 🌟

That was the goal for SNI’s collaboration with Greysteel during their national advisor conference. As Greysteel ventured into new markets, they wanted to focus on a vital skill that directly impacts advisor performance and client outcomes: negotiation.

SNI kicked off the event with an engaging keynote centered around negotiation strategy, communication dynamics, preparation, influence, and decision-making in high-pressure situations. Instead of presenting negotiation as a scripted process, we highlighted practical frameworks that advisors could use in real client interactions.

Following the keynote, an internal advisor panel allowed Greysteel team members to connect these concepts to actual deals and conversations happening within the company.

Lacey Willard, Executive Vice President at Greysteel, noted: “The keynote delivered the right balance of energy, relevance, and practical insight. Our advisors were able to immediately connect the ideas to real deals and conversations happening across the business.”

The results? Strong audience engagement, positive feedback from both advisors and leadership, practical negotiation concepts tied directly to live transactions, meaningful discussions during post-keynote panels, and an NPS exceeding 9! 🚀

A huge thank you to Lacey and the Greysteel team for their collaboration in making this session impactful for all advisors!

Read the full Greysteel impact story: https://lnkd.in/eTJC-tcd