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UNLOCK YOUR FULL POTENTIAL

EXPERT GUIDANCE | PROVEN STRATEGIES | LASTING SUCCESS

Coaching/Consulting

WORK WITH BEAU


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Thank you for your interest in hiring Beau for coaching and consulting.
 

Beau is a renowned leadership and sales coach, consultant, and speaker, dedicated to helping individuals and organizations reach peak performance. Through personalized coaching and strategic consulting, he equips leaders and sales professionals with the mindset, skills, and strategies needed to drive growth, increase impact, and achieve lasting success.
 

Please use the form below to request more information on working with Beau for coaching and consulting.

7 STEPS TO CLOSING MORE SALES

(Watch the video breakdown in the CWC training platform)

1

OPENING

Stop asking YES and NO, it’s time to own the sale and it starts with the opening!

2

F.O.R.D

Build rapport with F.O.R.D (“This is a relationship not a transaction, don’t just ask the application questions! If you build rapport, you can ask for more”) Family, Occupation, Recreation, Dreams.

3

LEAD WITH LIABILITY

Lead with liability and stop asking a million questions. Just state the coverage, explain the coverage, and use a story on why they need that coverage!

4

ASSUME THE SALE

Never sell out of your pocket! Just go in for the ask! “I feel good about the coverages that we put together. I just need your routing and account information to lock in this great coverage for you today!

5

HANDLE THE OBJECTIONS

A. After objection one - isolate the objection.
B. After objection two - Feel, felt, found

6

HOTLIST

These are the customers you should have sold a policy to. You build great rapport, didn’t overcome their objections, they insisted on getting off the phone. Now, you have a short list of names that you add to daily. Work these often and especially around the end of the month!

7

FOLLOW-UP APPOINTMENT

Figure out the best time to follow up! When do they have enough insurance history? MVR incidents/ claims falling off? Birthday coming up?

BEAU'S IMPACT

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BEAU V. WEBSITE + DESIGNS (1).png

"Beau's advice, enthusiasm, constructive feedback, and small procedural tweaks made a significant impact...However you define success, Beau Vincent is a coach that will help you achieve your goals."

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Alex S.

"Beau Vincent's leadership has elevated our team's performance and cultivated a positive, growth-oriented work environment. His commitment to training, accountability, strategic planning, and industry expertise makes him an exceptional leader in the insurance sector, setting the stage for long-term success in our endeavors."


Anonymous.

"Because of his experience and ideas on how to execute and set expectations our business began to grow and I am proud to say we bonused again, and went from Pro to Elite Status...Beau's "matter of fact" approach and laid-back demeanor made him easy to work with."

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Gabe G.

  • 2024
    Leadership Academy Founded, designed, and led a transformative 3-month Leadership Academy centered Beau's 3 Keys of Leadership—TEACH IT, LEAD IT, EXPECT IT. In 2024, 30 insurance owners and managers successfully graduated, gaining the skills and strategies to elevate their leadership and drive business success.
  • 2023
    Referral Partners Training (COI) Class Successfully co-founded and launched Referral Partners Training (COI) Class with Daniel Austin - a 6-week online class in 2023, which attracted 30 insurance agencies, providing them with valuable leadership and business strategies.
  • 2022
    Elite Program Beau co-founded a specialized training program in 2022 designed to help Allstate Agents achieve elite status. This program equipped agents with advanced leadership strategies and business growth techniques, contributing to their professional success and industry recognition.

PREVIOUS CLASSES LED BY BEAU

Beau Vincent provides high-impact coaching and consulting designed to help agencies scale, improve leadership, and maximize profitability. With a hands-on, results-driven approach, Beau equips agency owners with proven strategies in sales, team development, and business growth.
As of March 2025, he has personally coached and consulted 107 agencies since September 2022, delivering tailored solutions that drive measurable success. Whether you’re looking to refine your sales process, strengthen your leadership, or overcome business challenges, Beau’s expertise ensures you gain actionable insights and a clear path to sustainable growth.

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I started working with Beau in April of 2023, before we met I was weary about being able to stay afloat. Being new to the industry I had a lot of things to figure out. After our first meeting, Beau had me on a path to turning the business around by focusing on process and expectations. Over the next few months, he was able to pinpoint several areas for me to tackle and I did head-on. Because of his experience and ideas on how to execute and set expectations, our business began to grow and I am proud to say we bonused again and went from Pro to Elite Status. We had our best year in revenue and have already started 2024 with a bang. Beau’s “matter of fact” approach and laid-back demeanor make him easy to work with. I found it easy to be vulnerable about my weaknesses and transparent about my numbers without being judged. I look forward to working with Beau and the Craig Wiggins Organization more in the future.

 

Gabe Greene
Agency Owner

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