New Advisor Launch Accelerator Program
On-line business development training combined with coaching and reinforcement.
Effective business development is a process. It’s a series of steps, disciplines, tools, and techniques that you can apply consistently with prospective clients. Having a business development system enables you to identity the prospect’s needs, offer the solution, and move the sale to a profitable conclusion.
► Learn to consistently identify and have a meaningful conversation with a prospect resulting in a subsequent conversation or meeting…or it doesn’t.
► Learn the skills and scripts necessary to make your first meeting with a prospective client a productive one and to either schedule the fact-finding conversation or disqualify the prospect.
► Develop the tools and strategies to balance and control the intellectual and emotional aspects of a fact-finding conversation and establish the prospect’s commitment to fix their problem(s).
Read the New Advisor Launch Accelerator Program Brochure
Each module includes videos, workbooks, tool kits, playbooks, & manager’s coaching guides.
Includes the online training program + optional monthly coaching sessions.
Sandler Trainer, Consultant, & Coach
Joe helps financial advisors take their practices to the next level and beyond. He has a deep understanding of the challenges advisors face today in growing their practices. Joe discovered his passion for helping others through professional development while being a Sandler client. For over a decade, he has helped individuals and businesses build strong, ethical, and customer focused sales teams who achieve repeatable results.
919-615-2136 | Schedule a meeting