Client Acquisition
I had all the tools necessary except a tried-and-true sales strategy to help accelerate my growth. Jeffrey's insights and weekly guidance helped me add $6.5 Million in AUM in 9-months!
Brian M. Sullivan, MS
Financial Advisor
Dietz and Lynch Capital
The ability to convert an interested prospect into an actual client is critical to any advisor’s success; especially when they are early in their career. So often advisors are told what they need to do and specific outcomes they need to obtain. Unfortunately, they are rarely taught how to do it. Sometimes, they are even taught the “wrong” way to do it.
If you look at some of the most successful advisors in the industry today, they have a clearly defined process. When you peal away the personality and nuances, they almost all follow the same process. When new advisors are taught this process, it provides a path to success. Imagine, a step-by-step process that is proven to work!
What makes this course different than any other is in addition to teaching you what to do, it also teaches you how to do it. Each step of the process will be broken down to teach you insights to buyer psychology, word tracks to use, and best practices to run an efficient practice. With built-in opportunities to practice the skills in each stage you will finish the course not just smarter, but more effective in execution.
Course Overview
Key Details
Key Details
Live Virtual Instruction
Consultative Approach
Broadly Applicable
Proven Successful
What You Will Learn
How to Clearly Articulate Your Value Proposition
6-Step Planning Process
Consultative Selling Skills
How to Resolve Objections
How to Integrate Prospecting
Practice Management Strategies
The truest form of flattery for Jeffrey is to share that our most successful Sales Reps quote him on a weekly basis.
Duke Stewart
VP of Sales & Marketing
Key Details
Client Building Perspective
Value Proposition
Beginning the Conversation
Initial Appointment
Business Owner Needs
Preparing Recommendations
Presenting Recommendations
Objection Resolution
Effective Annual Reviews
Practice Management
Course Schedule
May 7, 2025 - July 9, 2025
Frequency: Weekly
Day: Wednesday
Time: 8:00 AM PST (11:00 AM EST)
Length: 90-minutes
Platform: Microsoft Teams
Ways to Enhance Your Sales Skills
Public Course
Join advisors from across the country to learn a proven “sales” process. This virtual course will teach you the step-by-step actions you need to do to make prospects turn into clients. It also teaches you the skills necessary to be efficient and effective!
Individual Course
Do you already have some experience, yet looking to enhance your skills? Are you looking for more one-on-one coaching focused on figuring out how you can be more efficient and effective in your sales process? If so, this option is perfect for you. Over the course of 12 weeks you will have individual coaching sessions to refine your process and help you experience explosive growth.
Private Team
Do you have a group of new advisors that need foundational sales training? Do you have a group of experienced advisors that need help taking their skills to the next level? Our customized training course provides team leaders the leverage they need to accelerate group production to the next level.
FAQs
Common questions about our training programs.
How long is the public course?
The course is a 10-week series comprised of one 90-minute live webinar each week.
Can I attend individual course or do I need to attend the whole series?
Each course in the series is really designed to build off of the prior course which makes it hard to attend an individual course without the others.
How is skill developed during a virtual course?
To be successful at each strategy you must know what to do (i.e. the process) and how to do it (i.e. the skill). During the course you will receive both the process steps and skills to be effective. You will be given time to role play the skills with others in the program to begin the development of what will make you success.
What happens if I miss a session?
Each session will be recorded and all participants in the course will have access to the recordings for the duration of the course and six weeks following.
What is the format?
Microsoft Teams will be used to present each session where you will have a live presenter who uses PowerPoint slides to cover the material.