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
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Skill Based Trainings

Skill based trainings are designed to be conducted in-person with small groups (20-150) people as they focus on helping participants develop skills they can use immediately after the training.

Client Acquisition

Learn a proven step-by-step process you can follow to effectively acquire clients and generate revenue

Prospecting

Learn proven strategies on how to add more prospects to your sales funnel and grow your client base

Objection Resolution

Learn a proven step-by-step process to addressing your prospect's concerns while keeping them excited

Memory Training

Learn proven memory techniques that increase recall of key information to grow your income & reduce stress

Annual Planning

What got you here, won't get you there until you take time out of your year to work on your business, not in it

Time Hacks

Learn impactful tips and tricks to maximizing your 168 hours every week - your success dependents on how it is used

Train with Jeffrey