Sales Conversation Mastery – Intensive
- You are a new Advisor who wants to bring in clients and money quickly
- You’re a mid-career Advisor whose sales have plateaued
- You want more money, more confidence and more joy in your work – now!
If you’re an Investment Advisor working for a large firm, you probably received far less training support than your Financial Advisor colleagues, and if you work in a smaller, independent firm, you may not have received any focused sales training at all! Some of us are naturals, but most of us aren’t. Whether you’re just getting started or you’re a mid-career professional whose sales have plateaued, I can help. With my program Sales Conversation Mastery – Intensive, you’ll get the focused, 1:1 coaching support you need to get the results you want.
Sales Conversation Mastery – Intensive Includes:
- Twelve weekly 30-minute coaching sessions delivered via telephone
- Strategically designed character profiles
- Customized action plans to keep you on track between sessions
3 Monthly Payments of $997.00 + HST – or One Full Payment of $2750.00 + HST
Having worked with over 5,000 financial professionals in the last 12 years, I know your world and the challenges you face. I also have the benefits of objectivity – I am not a financial advisor – and subjectivity – I am skilled in realistically playing your clients. This means that I can give you that most vitally needed feedback: Your Prospect’s perspective.
Working with me, you will gain specific, practical, skills-based coaching, as well as feedback on how to effectively manage your prospect’s emotions.
We won’t just talk about what to do. You’ll get to practice your skills on me, get immediate feedback and do-over opportunities so that when you have these conversations with your prospects, it will be easy, because you’ve already done it, and done it well.
You’ll find yourself capturing their attention, easily communicating the value of what you do, and moving them to take action! You’ll bring in more clients and make more money while being your best, most authentic self.
You will learn how (or improve your ability) to:
- Network effectively
- Book more meetings from cold and lead-generated calls
- Uncover more business from each client and prospect
- Handle tough objections
- Get referrals
- Close the deal
If you’re like many Advisors, you’ve found that practicing with a colleague or in front of a group isn’t that helpful. Sometimes it’s embarrassing, you don’t get clear or specific feedback, and you never get the Prospect’s perspective on what it felt like to be on the receiving end of your pitch.
Conversation Gym fills that gap. There is no other company that provides private, 1:1 practice-based coaching for Advisors to build their skill and confidence with prospecting and sales. You get to practice real-life scenarios and get feedback and ‘do-over’ opportunities right away so that you can immediately apply what you learned. It’s an incredibly effective approach to building your skill and confidence with selling, fast!
“I work with high net-worth clients. It’s a competitive bracket – being able to hone my listening skills really sets me apart. Practice is everything. You’re hesitant to take risks trying something new when a 10 million dollar client is on the phone.”
Investment Counsellor, BMO Harris Private Bank
“Working with Kira, I’ve booked more appointments in the last few weeks than I had in the previous three months combined!”
Consultant, Investors Group/b>
“I didn’t realize I was leaving so much business on the table. Working with Kira showed me the value of deepening my connection with people who walk in the door. And she showed me how to do it!”
Financial Advisor, TDCanadaTrust