FREE LIVE WEBINAR · TUESDAY, OCTOBER 20 · 12:00 PM ET
Introductions: The Psychology & The System
Stop Sourcing Referrals. Start Getting Introduced.
Cold calling keeps you busy. Introductions build a business. In 45 minutes, Joe Templin walks you through the psychology behind why people introduce you, and TEAM, the four-step system that makes introductions repeatable. Live Q&A to follow.
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WHAT YOU WILL LEARN
45 minutes. One system. Introductions on purpose.
01
Cold calling is busy-ness, not good business
What the numbers say about dials, booked appointments and the appointments that actually hold, and why introductions are the efficient path.
02
The psychology of an introduction
Joe’s Triune Brain model of sales psychology: survival, emotion, logic. Emotion powers the decision to introduce you. Analysis only justifies it.
03
The TEAM framework
Tell them you are going to ask. Earn the right to ask. Ask. Make it easy. The four steps behind every introduction.
04
Introduction questions that work
How to make the ask specific, tribal and easy, with example questions you can use in your next meeting.
WHO IT IS FOR
Built for people who grow by being introduced
Financial advisors, insurance agents, producers and agency owners. If your next client is most likely to come from your last one, this hour is for you.
YOUR HOST
Joe Templin
MCEC, CEC, LUTCF, CLU, ChFC, CAP. Million Dollar+ producer, the Human Kaizen Expert and speaker. Author of Becoming an Introduction Machine and the #1 books Every Day Excellence and Financial Mistakes of Young Professionals. Advisor Today 4 Under 40 winner.
This webinar teaches the system from his book Becoming an Introduction Machine and his coaching program, The Intro Machine.
THE DETAILS
WHEN
Tuesday, October 20, 2026
12:00 PM Eastern
11:00 AM Central
9:00 AM Pacific
LENGTH
45 minutes + live Q&A
Bring your questions. Joe stays on to answer them.
WHERE
Online, from any device
Your private join link is emailed to you after you register.
COST
Free
No card, no catch. Just save your seat.