C.R. Ekern & Company - Total Cost of Risk Workshop

Total Cost of Risk Workshop
How to Demonstrate Client Value

The C.R. Ekern & Company Total Cost of Risk (TCOR) Workshop is designed to provide firms and their producers with the knowledge required to attract and retain upper middle market revenues. It is the only on-site workshop of its kind.

The attendees will learn, understand and practice the techniques required to provide long-term value to clients. Upon completion of the seminar, the participants will understand how to quantify their impact on their clients' bottom line.

This highly acclaimed workshop is based upon the Consultative Brokerage Techniques developed by C.R. Ekern & Company. The TCOR Workshop has brought tremendous results to leading firms across the country who are focused on elevating their client service level and their large account production efforts.

The workshop is presented in a Microsoft PowerPoint format and includes worksheets, case studies and handout materials. This one-day presentation focuses on these major topics:

Consultative Brokerage Client Development
Resource-Based Selling
The Broker of Record Letter Process
Total Cost of Risk Development
Evidence-Based Presentations
Points of Differentiation and Client Value
Total Cost of Risk Case Studies

C.R. Ekern & Company works with many of North America’s largest regional brokerages and financial services organizations. The Total Cost of Risk Workshop continues to build on this tradition of excellence. For general or scheduling information on the TCOR Workshop, please contact us.