Looking to understand some of the essentials related to taxes? Join us for a session designed to help the small business owner understand basic concepts related to understanding taxes, and tips to help save on fees. Topics vary from a general overview of taxes to how to implement a tax strategy that makes sense for you and your business.

Other topics:

• 5 factors impacting your tax position
• Standard and Itemized Deductions
• Common business and personal deductions to help you reduce your tax liability
• A basic overview of reading your personal tax return
• Know when you’re taxed if taking money out of your business
• Tax saving vehicles like Retirement Plans and HSA’s
• Red Flags to help you avoid an audit
• Maintaining an Audit Trail to account for all cash coming in and out
• How Section 179 and Cost Segregation studies can lower your tax liability
• Why paying off your business’s loans doesn’t reduce your taxes
• Pass-through entities and the S Corporation option
• What is double taxation on C Corporations?
• Tax terminology converted to easy-to-understand terms

In this fast-paced break-out session, we will cover what sales is, and make selling easy and fun for anyone! With three simple topics: asking for the business, handling objections, and closing the sale, you will never look at Sales the same again. After this workshop, you will find the joy, passion, and fun of selling with your new-found skills and perspective on the ins and outs of Sales!

A system for how to make cold calls, and how to introduce yourself

• Easy steps to handling objections and how to avoid them altogether
• Learn how to take a no and turn it into a yes, by asking 3 simple questions
• Learn how to overcome sales resistance and discover sales in a new way that will inspire you
• Learn how to make asking for the business, or closing the sale, in a way that feels good for you and the prospect
• Plus, additional tools and insights to accelerate your business sales!

Currently, with the tight job market, finding qualified talent is getting harder. Having the essential skills to hire, motivate, and communicate is essential for your business.

In this workshop, you will learn the 6 key motivators that every person has and how understanding these and knowing their motivators can help you improve your communication, relationships, and leadership. Utilizing this with DISC and behavioral styles, we will explore how to use these tools in the hiring process, helping you better understand how to communicate, support, and train your new hires. This also will help you establish job benchmarking to best match candidates to the position you are hiring to reduce turnover and increase employee retention and fulfillment.

• Learn the 6 key motivators that drive every human being
• Understand how to utilize the 6 motivators to improve your communication & leadership
• Discover how to better match candidates to the job using benchmarking
• Learn how to use DISC and Motivators to develop benchmarks for the position
• Know the 5 values in which people know they are appreciated
• Better ways to communicate during the hiring process, setting yourself and the new hire up to succeed
• Additional tools and insights to improve your hiring and retention.

Coaching, Feedback, and the Principles that guide you are essential qualities of high-quality leadership. In this Mastery class, you will learn the fundamentals of giving quality feedback to help people hear what they need to hear so that they can understand it. You will learn the steps to providing feedback and a framework to guide you in the different aspects of those crucial conversations with your team members. This session will give you the tools to facilitate conversations you need with your team to acknowledge them for what they did great and areas of improvement.

• Essential steps to high-quality feedback and coaching
• How to focus on what is great
• How to share areas of improvements

It can be challenging to understand why our friends, family members, neighbors, co-workers, or others make certain decisions. Particularly when those decisions seem flawed or perhaps even self-defeating, now imagine your future is very much tied together. How we make decisions and what we value in making those decisions can bring us closer together, create challenges, and sometimes even risk pulling us apart.

In the ever-changing times we live in, we have to account for a myriad of different demands: technology, lifestyle, labor, and ever-evolving social norms. The key to capitalizing on these changes is to understand the Motivators Model and why people do what they do. There are 6 reasons people do what they do; understanding and appreciating these differences is key to integrating the Motivator Model for high-performing teams. This will allow you to anticipate challenges with team members in advance, help better understand where to start with relationship building, and resolve challenges that have shown up.

• Understanding your own and others’ motivator perspectives
• Recognizing the impact your motivators have on your decision making
• Identifying the motivators/values and perspectives of others
• Understanding the natural challenges between these Motivators
• Bridging the Difference when challenges occur
• Appreciating each other’s differences
• Understanding the value & results each Motivator bring to the team

This fast-paced session will cover our 5 Step Communication Model as applied to Sales and Customer Service. This model will empower you to facilitate effective conversations that convert more leads into business and customer interactions into more loyal customers by knowing how to transition for each step and aspect of the conversation.

From there, we will dive deep into rapport, learning how to warm up the conversation, and build trust and long-lasting relationships. These tools will make your conversations even more effective and efficient in terms of the time needed to build trust and in your ability to facilitate quality conversations.

Finally, we will apply these skills and provide additional helpful tips, whether it is a sales conversation or customer service conversation. Building on rapport, we will learn how to respond to customer questions or bring up a problem and complaints.

This session will empower you to lead your prospects or customers in a way that produces positive results and feels great in the process!

• 5 Step Communication Model as applied to Sales & Customer Service
• Facilitate effective conversations that convert more leads into business & loyal customers
• Master Rapport
• Handle customer resistance or sales resistance
• Re-enforce & build on the tools learned in Sales Essentials and Beyond!

In this session, we will go over three primary skills that will empower you to better communicate with others. We will then apply those skills in fun, practical exercises that can be integrated into your relationships and conversations.

First, we will discuss how communication methods affect things from the macro perspective down to the micro. With this knowledge in hand, we will go over how to effectively communicate with a person who wants to cover every little detail and the person who only has the bigger picture in mind and leaves the detailed work for someone else to sort out. Through this session, you will learn how to tailor your communication style to fit your needs and convey your message better.

Next, we will discuss how to ask quality questions, giving you the information required to facilitate the conversation further. Additionally, you will learn how to ask questions that add depth and meaning to the conversation and provide further clarity on what the problem may be or is. Through these simple conversational adjustments, you will discover new options and solutions that will improve decision-making, problem-solving, and teamwork.

Finally, we will discuss the power of conversational framing: how to best construct and present your message. With these skills, you will learn how to give meaning to what you are discussing before it is shared or turn around how it is interpreted from the original impression someone had. These invaluable skills will help you clarify problems, explain products or solutions, and handle any questions with ease!

• The powerful communication tool to handle the big picture to the details!
• How to communicate from the big picture to the small details
• Learn how to ask quality questions
• How to effectively present your ideas and questions
• How to influence someone to see a different perspective and reconsider a different option or possibility
• Exercises to make communication FUN!

**Each workshop will end with a 30 minute Q/A session.**

No matter how great your product or service is, if you can’t influence someone to buy it, it’s worthless. In this class, you will learn about creating the desire in your prospect to make a change, generate interest, or want to buy what you have. You will learn how to create leverage, what influences people’s buying decisions, and uncover why they want it that compels them to decide to buy.

Additionally, suppose you can’t present what you do in a way that gives clarity and helps people understand how it will resolve a current challenge or empower them. In that case, they will want to buy but not know if you are the one they should choose compared to your competition. You will learn about helpful tips to construct, present, and tell your story. Whether it’s about your company, product, or service, you will know how to convey the value of what you do that will pack a punch and make the decision easy for them to buy!

Finally, we will wrap up this session by compacting all our learnings from our sales and communication sessions into a one page visual to summarize all the tools you have learned. We will walk through and give you tools to streamline and systematize your sales process so others can be trained to sell and produce consistent and reliable results from your sales process. Giving you the ROI and constant cash flow you need on your marketing, sales, and prospecting activities.

• How to create desire or interest in your product or service
• How to create leverage
• What influences peoples buying decision
• How to present what you do in a compelling way
• Tools to start streamlining and systemize your sales process

In this session, we will discuss best sales and customer service practices and how to streamline your sales process, systemize your sales process, and ensure quality conversations in your sales process from lead generation to lead conversion and fulfillment. This will allow you to document, record, implement, and pass down the best sales practices, tools, and training within your organization to sell more consistently.

• Capture & Record Best customer services practices
• Capture & Record Best sales practices
• How to streamline and systematize your sales process
• How to ensure consistent training in your business

**Each workshop will end with a 30 minute Q/A session.**