Here’s what clients are saying about working with Kira Callahan:
Business to Client
Wow what a difference 90 days can make with the right direction and help!
My partner and I have always been passionate about helping our clients achieve their goals and are constantly looking for new ways to improve this experience. We have a unique perspective on wealth management, but we just weren’t getting the word out! I worked with Kira for 90 days and finally have some serious momentum! She’s helped me with my prospecting on many levels – confidence, scripting, strategy, consultation. Kira really knows the financial world – but from a different perspective. She is so easy to talk to and has an incredible way of providing feedback and suggestions to my ideas and challenges. I would highly recommend her to anyone struggling with, in any way, prospecting! John Cruise, Wealth Advisor, CK Wealth Management Inc.
“Kira’s coaching is highly specialized, relevant, effective and realistic. The training sessions do for my cold calling skills what our financial planning process does for our clients. In the past 3 months of working with Kira, I have doubled my closing rate.” Fernando Torrealba, Consultant, Investors Group, Mid-Town Toronto
“I knew I was leaving money on the table when having conversations with potential clients. I knew that I could do things better, but didn’t know how. Kira showed me how to articulate my broader message, how to create interest- which opened more doors with potential clients. She is creative, intuitive and great to work with. I now have the right tools I need to build more business. I feel a lot more confident when meeting new people, and others can feel that change as well! .” Aviva Abraham, Group Benefits Specialist, Creative Planning Financial Group
“Having a sales conversation coach has definitely improved my abilities at proactive sales calling. I’m making more calls, booking more meetings and I’m more confident. ” Barbara Shuster, Consultant, Investors Group Belleville-Cobourg
Manager to Employee
“This feels exactly like I’m talking to a real employee. Great to be able to practice without any risk.”
“It’s critical that they’re not afraid to be coached or to try new things. You showed me how to create and follow a road map in my coaching sessions, and how to communicate it to my employees. Now I know my team will feel safe and I’m setting the coaching relationship up for success.”
“I’m so busy that I don’t have a lot of time to prep for every coaching session. The targeted practice I got with Kira helped me build a coaching model that I can use consistently in all my sessions. It will cut down on prep time and build safety into the coaching.”