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NAIFA-OC Breakfast: William L. MacDonald
MERGE, based on his best-selling book, has five surefire steps to opening new opportunities and managing those opportunities to close more sales. If you work in the business insurance marketplace or with high net-worth individuals and want to grow your business, you will not want to miss this session.
Over his career he has designed and funded numerous executive compensation and benefit strategies for Fortune 500 companies as well as large privately traded organizations.
With a $3,000 loan from the bank, MacDonald launched his career as an entrepreneur, hired his first employee, and set out to raise the bar on financial services.
By 1999, CRG grew to 190 professionals, managed billions of dollars in assets, and maintained nine offices nationwide. Ready for new challenges, MacDonald sold CRG to Clark Consulting, a NYSE firm, and assumed the role of CEO for its Executive Benefits Group. He later left to launch RCG in 2003, creating another market leader in executive compensation and benefits. In 2011, he authored a best-selling book, MERGE-Simplying the Complex Sales, and started Plein Aire Strategies, LLC (www.pleinairestrategies.com) a global sales and marketing strategy firm that helps companies improve their sales performance. With their affiliates worldwide, Plein Aire Strategies works with organization across many industries implementing sales methodologies including Strategic Selling® and Conceptual Selling® as well as his MERGE® process.
Quoted frequently in the Wall Street Journal, the New York Times, Bloomberg, and leading trade journals, MacDonald also authored Retain Key Executives, a breakthrough compendium on the recruit-retain-reward challenge, published by CCH. He often lectures at the Conference Board, World-at-Work, Forbes CEO Forum, the Young Presidents’ Organization, and earlier won Entrepreneur of the Year, California Veteran of the Year.
A graduate of Northeastern University, he also graduated from The President’s Program on Leadership (PPL) from the Harvard Business School.
Parking: Valet Hosted; additional parking available in structure (complimentary with validation)