FREE Lunch and Learn for Insurance agents, advisors, and agency owners April 1st, 2025 from 12 - 2pm @ Ruth Chris Steakhouse 1553 Olympic Blvd Bldg. E, Walnut Creek CA 94596
The Great Collaboration Lunch and Learn- Walnut Creek
Ruth Chris Steakhouse 1553 Olympic Blvd Bldg. E, Walnut Creek CA 94596
Join this free 120-minute lunch and learn, to learn tactics that are proven to help agency's grow their revenue, collaborate with other professionals, and eat some great food.
Join Us April 1st, 2025 from 12 - 2pm @ Ruth Chris Steakhouse 1553 Olympic Blvd Bldg. E, Walnut Creek CA 94596
Register today and receive a FREE GUIDE on
How to Use Proven Systems to Scale Your Practice!
PROVEN
We've helped hundreds of insurance agents, agencies, and financial advisors implement these strategies!
Here are real screenshots of results from our attendees:
This lunch and learn opened my eyes to the power of cross-selling! I now have a game plan to maximize every client relationship.
Aziz. A
Networking with top producers and learning their sales tactics was invaluable. The discussions were packed with actionable advice!
Derrick H.
I walked away from TGC lunch and learn with powerful marketing ideas that I can implement immediately. The social media strategies alone were worth the trip!
Heather S.
I not only gained valuable insights on sales and marketing, but I also built relationships with top producers who are willing to share their success strategies!
Mitch R.
TGC lunch and learn wasn’t just about learning—it was about action. I left with some great insights to scale my agency.
Brandon T.
Getting to network with other local producers was invaluable for me. Although I am crazy busy with my agency, talking with other agents gave me some ideas.
Heather S.
WARNING
This Lunch and Learn
Isn't for Everyone
This lunch and learn isn't for everyone! It's Only For Those Who Are SERIOUS about achieving sustained business growth.
This is for you if you…
In Just 120 Minutes
You Will Learn Tactics That Are Proven To Help With Agency Growth
Cultivating Success Through Partnership
Here's the Breakdown of What You'll Learn:
April 1st, 2025 from 12 - 2pm @ Ruth Chris Steakhouse 1553 Olympic Blvd Bldg. E, Walnut Creek CA 94596
The Great Collaboration Lunch and Learn- Walnut Creek
Strategies to help grow your revenue
- Learn about cross-selling opportunities
- Understand how to implement them
efficiently
Learn about marketing systems and tools
- Discover tools that will help you present better and sell more
- Maintain efficiency and reduce workload
Learn about sales
strategies
-Walk away with skills to help close
more cases
-Enhance your sales tactics without hard closing
A Letter From Rosendo Flores,
Owner of Red Oak Insurance Partners, Sponsor of TGC
Dear Insurance Agents/Advisors/Agency Owners,
I understand the struggles of running an agency. Early in my career, I faced many challenges, feeling overwhelmed and unsure of how to build a successful agency.
Through trial and error, I discovered strategies that turned my business around. These methods not only improved my client relationships but also boosted my business's growth.
Join us to learn actionable steps that can do the same for you.
This isn’t theory—it’s a system that works.
Register below. Our training is free, but the value is priceless. Looking forward to seeing you there!
To Your Success,
Rosendo Flores
Founder, Red Oak Insurance Partners
Every day you spend on outdated retention methods is a day you could be using to achieve the goal of helping more clients and making more money.
Join us April 1st, 2025 from 12 - 2pm @ Ruth Chris Steakhouse 1553 Olympic Blvd Bldg. E, Walnut Creek CA 94596
Don't let another day of potential growth slip away!
Register To Join
Register today and receive a FREE GUIDE on
How to Use Proven Systems to Scale Your Practice!
Copyright 2025 Red Oak Insurance Partners
Made with ♥ By Red Oak Insurance Partners
