The Preneed Summit offers managers and producers the chance to spend an intensive day working with experts – and each other – to solve some of our greatest challenges in getting referrals, developing staff, growing sales, avoiding job burnout and much more.
Our expert moderators will facilitate separate roundtable tracks for managers and producers.
Managers will get the chance to work together to face challenges in recruiting, hiring, managing, motivating, and, yes, even terminating, members of a sales team.
Producers will work together to overcome obstacles related to lead generation, appointment-setting, and the sales process – including the all-important close.
Our keynote speakers will help you:
Sponsored by Homesteaders and Brought to You by KB
Jason Troyer, Ph.D.
Dr. Troyer earned his doctorate in counseling psychology at the University of Kansas. He is an author and founder of Mt. Hope Grief Services, which provides aftercare products, training seminars and consulting services. He also offers grief resources for the bereaved at GriefPlan.com. Most recently, he has partnered with Homesteaders Life Company to develop Finding Resilience, a career burnout and compassion fatigue prevention program for funeral professionals. You can learn more about this free resource at homesteaderslife.com/resilience.
Dean Lambert
Lambert is senior vice president of marketing and communications for Homesteaders Life Company, which he joined more than 20 years ago. He leads a team responsible for analyzing business intelligence, branding and marketing strategy, corporate communications, PR and events; and providing marketing services/support for customers and third-party marketing organizations. He was founder and president of Marketing Resource Group, a marketing communications company that served clients in telecommunications, publishing, financial services, real estate, and funeral service. He began exclusively serving the funeral profession in 1993. Lambert, who earned his MBA in 2006, has been working exclusively with funeral professionals for more than 25 years.
Wanda Sizemore
Sizemore served as a Homesteaders’ regional director for nearly 10 years and has been instrumental in managing field staff and offering customer support. In her current role, she manages Homesteaders’ training and continuing education efforts. Sizemore is a certified preplanning consultant, a certified celebrant and a recipient of the ICCFA’S 2015 Distinguished Service Award. She is currently serving as a trustee of the ICCFA’s Educational Foundation team.
Angela Erickson
Erickson began her sales career in the cemetery and funeral profession as a family service counselor for Stewart Enterprises at Lincoln Memorial Park & Funeral Home (Nebraska). She has held numerous sales and management positions, including sales manager, area sales manager and director of community and family services. Following SCI’s acquisition of Stewart Enterprises, she worked for SCI as a sales development field manager, responsible for training and coaching the sales management team and staffs. Erickson was named sales director for Forest Lawn Funeral Home & Cemetery in Omaha, and has been an integral part in developing a successful pre-need program.
NETWORKING BREAKFAST
Should Preneed Professionals Worry about Burnout?
Jason Troyer, Ph.D., Founder of Mt. Hope Grief Services
Troyer examines an issue that few want to talk about even though it can seriously affect preneed production: Job burnout.
Find out the signs and symptoms of burnout as well as how to:
You will get dozens of examples on how to attain peace even after the toughest days – and you’ll learn how to manage and avoid stress by recognizing the sources of burnout.
Top 3 Things that Preneed Professionals Must Know about Working with the Bereaved
Jason Troyer, Ph.D., Founder of Mt. Hope Grief Services
Troyer follows up his life-changing presentation by focusing on the bereaved families you’re charged with serving. Learn how to:
BREAK
Breakout Sessions Round 1
Producers’ Roundtable:
Wanda Sizemore, Director-Training & Development, Homesteaders Life Company
Led by Sizemore, preneed salespeople will enjoy the opportunity to discuss and solve common and unique challenges in lead generation, appointment-setting and the sales process – including the all-important close. Like the managers’ roundtable, this is a participant-centered session — so come prepared with your toughest situations and greatest fears and be prepared to overcome them in this specially-designed breakout for personal producers.
LUNCH
Becoming an Influencer
Dean Lambert, Senior VP-Marketing & Communications, Homesteaders Life Company
You don’t have to be a millennial to be a social media influencer! During this session, participants will learn:
With decades of marketing experience and a deep knowledge of what drives families to prearrange, Lambert’s wisdom will help you boost results as soon as you return home.
Breakout Sessions Round 2
Producers’ Roundtable:
Wanda Sizemore, Director-Training & Development, Homesteaders Life Company
Led by Sizemore, preneed salespeople will enjoy the opportunity to discuss and solve common and unique challenges in lead generation, appointment-setting and the sales process – including the all-important close. Like the managers’ roundtable, this is a participant-centered session — so come prepared with your toughest situations and greatest fears and be prepared to overcome them in this specially-designed breakout for personal producers.
Conclusion
Ask the speakers and facilitators any final questions and head home inspired and recharged to serve families and boost business operations.
One Hartsfield Centre Parkway
Atlanta, Georgia 30354
United States
www.katesboylston.com/atlantahotel
404-209-9999
Thomas Parmalee, event coordinator
732-746-0201
tparmalee@Kbpublications.com
A national leader in providing products and services to promote and support advance funeral planning and funding for end-of-life expenses. Founded in 1906 for the expressed purpose of funding funeral and final expenses, Homesteaders has emerged as the trusted name in the funeral profession because of our company's stability, security and integrity.
© 2019 Kates-Boylston Publications
3349 Highway 138, Building D, Suite B, Wall NJ 07719
732-746-0201 • www.katesboylston.com