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Sales Matters, Inc. | Raleigh, NC | 919-615-2136

Emerging Financial Advisors

Establish Your Business Development Success Path

New Advisor Launch Accelerator Program
On-line business development training combined with coaching and reinforcement.

Schedule a 15-minute introductory call

How to Build Your Financial Client Base

Business Development for Financial Advisors

A webinar designed for financial professionals 

Wednesday, October 2 | 9:00-11:00

What distinguishes the most successful advisors from the rest?

It's about your client base

Online learning

Sandler New Advisor Launch Accelerator Program

►  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).

Prospecting is the lifeblood of business development.

Sandler New Advisor Launch Accelerator Program

Read the Brochure

3 Distinct Modules Each With Specific Learning objectives

  • Prospecting & Making Appointments
  • Conducting The Discovery Interview
  • The Feeling/Fact-Finding Conversation & The New Client

Each module includes videos, workbooks, tool kits, playbooks, & manager’s coaching guides.

CALL TO REGISTER: 919-615-2136

You Learn How To:

  • Develop a personal formula for success
  • Create a meaningful, relevant 30-second commercial
  • Ask good questions to uncover emotional drivers: pain
  • Bond and build trust with prospects
  • Deal with stall and objections


Meet Joe Stiles

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

Programs for Every Level of Financial Expertise