Join Bill McDermott & John Lensi in this comprehensive sales-oriented Selling & Client Building session in 90 minutes!

Bill & John will focus on a “Planning System” for all key result activities that are specific, measurable, achievable, realistic and attainable with ongoing milestones and checkpoints.:

Program segments:

  • DEFINING advisor and agency leader planning and WHY it is the "Foundation of your practice/ agencies success."
  • Identifying the "KEY ACTIVITIES and FORMULA" necessary in "Planning for Success"
  • HOW, WHEN and WHO is involved in the development of the Plan
  • What is the difference between " GOALS and EXPECTATIONS”?
  • Identifying the “BENEFITS" of successful Planning and Goal/Expectation Setting
  • EXECUTION ( DK/DE)
  • SAMPLE PLANNING TOOLS for Advisors and Agency Leaders

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About Bill & John
Bill McDermott
LUTCF, LLIF
​Global Performance Solutions Group – Managing Partner & Lead Consultant
Bill has over 30 years of experience in Sales and Marketing in the domestic and international Financial Services markets. Having begun his career as a producer, his success in Sales and Marketing has landed him roles as a Managing Director, Chief Agency and Chief Marketing officers.

Bill’s experience includes working in over 15 countries of which 17 years were spent living in South East Asia where he builds and grows Agency Distribution organizations in Hong Kong, Singapore, Malaysia, Thailand, Taiwan, Korea and the Philippines. He was a frequent speaker and coach at Asia-Pacific industry meetings such as GAMA and MDRT.

Bill has also served on the NAIFA – Chicago, Illinois, USA Executive Board – and has won numerous industry awards over the past 15 years as a Field Executive. A graduate of Midland University in Nebraska, USA, Bill has also earned the prestigious LIMRA Leadership Institute Fellowship (LLIF) designation from LIMRA International and the University of Pennsylvania - Wharton School of Business.

John Lensi
CLU®, ChFC®, RHU®, REBC®, CMFC, LLIF
​Global Performance Solutions Group – Managing Partner & Lead Consultant
John has a unique blend of industry experience in the insurance and financial services industry spanning four decades, which includes Sales, Wholesaling, Sales Management, Field Sales Support, Producer & Management Training Development Head, Sales Executive Leadership, and Consulting. He has an extensive track record of building and leading sales teams across eight different distribution channels.

John is known as a business development ‘architect’ for having built numerous sales teams, training platforms, developed alternate distribution and sales support infrastructures. He has earned numerous awards over his career, authored a number of trade journal articles, and has been a frequent speaker at industry meetings.

During his distinguished career, he has served as industry chairperson of the Agent & Management Development Committee and as a member of the Advanced Markets Committee for LIMRA International. John is also one of the founding leaders of the International Association of Registered Financial Planners, established to set high industry standards for financial planning professionals. He has obtained six professional designations in addition to his Undergraduate Degree in Business Administration from Central Connecticut State University.

Registration closes:
17 August 2022, 6.00 p.m. (MY/SG Time)

Registration Fee:
Normal Fee: RM 95 / USD 25

For any inquiries on this event, write to us at events@mii.org.my.

We look forward to seeing you online

#LearningNeverStops #buildingknowledgetogether

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