Skip to main content
Sales Matters, Inc. | Raleigh, NC | 919-615-2136

Experienced Financial Advisors

Professional Development that Takes Your Client Base & Income to the Next Level.

Schedule a 15-minute introductory call

What distinguishes the most successful advisors from the rest?

It’s about your book of business. 

Have you reached a plateau in your client base, AUM, and personal income?

Perhaps it’s time to do something different. Discover a proven, 7-step business development process combined with coaching, and reinforcement tools that will propel your success.

Business Development for Financial Advisors

A Webinar Designed for Specifically for Financial Professionals!

Wednesday, October 2 | 9:00-11:00 am

What distinguishes the most successful advisors from the rest?

It's about your client base

The Financial Learning Path

The Sandler SalesMastery Program teaches the business development strategies, communication skills, & success principles that will accelerate your path to a successful financial career.

You will learn to consistently:

  • Qualify potential clients & identify their needs
  • Disengage from situations that will waste your time
  • Structure prospect encounters for optimal effectiveness
  • Improve your ability to set & achieve ambitious goals
  • Sharpen your prospecting & referral skills

SalesMastery Program Topics

  • Why have a system?
  • Bonding & Building Rapport with Prospects
  • Making Up-Front Contracts
  • Questioning Strategies
  • Identifying the Reasons for Doing Business (Pain)
  • Uncovering the Prospect’s Budget
  • Identifying the Prospect’s Decision-Making Process
  • Closing the Sale
  • Creating a Prospecting Plan
  • Overcoming Call Reluctance and Making the Call
  • Breaking Through Your Comfort Zone
  • Improving Your BAT-ting Average

The SalesMastery Program includes access to Sandler's online training portal and instructor coaching.

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