The Workshops

James Lloyd and Alan Katz, with their distinctly different, yet entertaining styles, serve up an extremely relevant agenda filled with participant interaction along with good introspective thoughts for every broker participant. Brokers tells us we delivered one of the most relevant and useful seminars for our changing times.   The materials and presentations from James and Alan will help any broker.
 –Keith G. Bushardt, EVP Sales & Marketing, BlueCross BlueShield of Nebraska

Health care reform is a reality and the changes it is bringing will be pervasive and substantial.  The practices, processes and perspectives that have helped High-Growth Producers survive the ordinary challenges faced during a career (loss of a large client, financial downturns) are the same skills that will help them overcome the extraordinary change that is the Patient Protection and Affordable Care Act.

“Will assist me in defining plans and actions for the near future.”
– Sales Workshop attendee

The Trailblazed Sales Workshops deliver the powerful ideas and tools brokers need to succeed in time of great change and uncertainty. These are strategies and practices taken from Trailblazed: Proven Paths to Sales Success are presented through a combination of substance, humor and interactive exercise by Alan Katz (a highly respected and engaging writer and speaker on sales and marketing, strategic planning and health care reform) and James Lloyd (a nationally recognized speaker and trainer on customer service and motivating workforces), assures these events are meaningful, useful and rewarding.

“Uplifting, without platitudes. Concrete examples, actual real life examples.”
– Sales Workshop attendee

Workshop topics include:

  • How to develop a simple, but effective, business plan
  • Creating an impactful marketing message and campaign
  • Five easy steps that will take client service to a higher level
  • How to adopt the right technology at the right time
  • Tools to keep your team positive and focused during difficult times

“Great information delivered by awesome speakers.”
– Sales Workshop attendee

The Workshops are offered on a turnkey basis and can be offered as a standalone, special event or as part of a broader meeting. Sponsors simply secure the facility and bring together the audience.  Alan and James provide the Sales Workshop content. And each attendee receives a free copy of Trailblazed. And the Sales Workshops can be easily adapted to other industries facing significant changes.

“Real information that can be used.”
– Sales Workshop attendee

To learn more about sponsoring a Workshop please email or call the Alan Katz Group at 323/472.4484 or email.

The Trailblazed Sales Workshop energized and brought renewed confidence to Kaiser Permanente’s Key Broker /Consultant Channel in the Denver Market.  The Workshop hit the mark with a great message delivered with passion, conviction and a style that kept the audience engaged throughout the morning.  I would recommend this program to anyone looking to put new life into their sales distribution channel.
 — Jay Steele, Manager, Distribution Channels and Broker Relations, Kaiser Permanente-Colorado

Read testimonials from those attending a Trailblazed Sales Workshop.