No matter where you are in your career: a seasoned veteran grappling with Imposter Syndrome, a mid-career advisor looking to upgrade to serving HNW clients, or a newbie who wants to start strong and build fast, it takes both skills and confidence to get there using the building blocks below.
Communication strategy to Convert your leads into calls and meetings
Practice with the expert and nail your sales conversations when it counts.
Own Your Value
I teach you how to Own & Articulate your Value.
Maximize profit from your current and acquired books of business.
Who is the Coaching For?
If building a book of business is based on your ability to sell, and your happiness is based on your ability to do that with integrity and authenticity, this coaching is for you. I work with Financial Advisors, Insurance Advisors or Agents, Portfolio Managers, Financial Planners, Wealth Advisors, Investment Consultants, Wholesalers. The coaching is private, tailored and highly effective.
Conversation Gym is a valuable resource in the following scenarios:
- You want to boost morale and confidence with a refreshing, original group presentation
- Confidence issues are impacting Advisors’ prospecting activity and closing rate
- Advisors are struggling to shift from face-to-face to phone and digital prospecting
- Your high performers are feeling neglected and would appreciate private sessions that give them an edge
- Your own prospecting and sales skills are rusty, and you want to tone them up to be a more effective coach
I want more clients.
Most Advisors are good at 75% of the skills needed to bring in clients. The missing 25% is what stops you from closing more business. Each Advisor is unique. The private coaching zeros in on just the skills you need to master. Articulating the value of what you do so people get it, building trust quickly, earning greater share of wallet, handling objections, making compelling offers, getting them to sign and transfer funds, and more.
I’ve acquired a book and want to maximize the business I get out of it.
How do you introduce yourself and build a relationship quickly? How do you reactivate dormant clients? How do you dissolve the objections and emotions neglected clients will hit you with? How do you maximize new business, and respectfully let go of the clients who would be better served elsewhere?
Private Conversation Gym coaching will guide you every step of the way to building warm, lasting and profitable relationships with your newly acquired clients.
I want more confidence!
All of us struggle with confidence from time to time, and for many, self-doubt and negative thought patterns stop us from achieving what we know we’re capable of. Imposter Syndrome. A bad sales week or month. Doubting our value and expertise, fearing objections or questions we can’t answer, feeling intimidated to approach people we know we can help and would love to have as clients, and on and on.
Kira is particularly skilled at helping you build a solid foundation of confidence based on who you are, not just what you do.
I’m new. I want to build fast and do it right.
Option A: Spend years bumbling around figuring out a niche, business model, prospecting approaches, key messages, etc… while burning lots of leads in the process. (Kira speaks from experience here!)
Option B: Invest in a caring, effective coach and compress years into a few months of intensive focus. You may book a chat with Kira to discuss you needs IF you:
- have at least six months in business
- know your products, services, compliance
- have a minimum of 150 leads
- you are hard-working, determined and willing to push through the discomfort of prospecting
- you are a caring person of integrity. No ‘Jordan Belfort wannabes’, thank you
Since 2002, I’ve had the pleasure of coaching more than 6,000 financial professionals, coaching them to master their sales conversations and build a thriving practice they love.
It can be tough to sell yourself! You need skills and confidence. Helping you build a solid foundation of both, and then cheering you on as your sales increase is deeply rewarding. I love my work!
I didn’t start out working with the financial community – I went to school for music and acting and I was a professional jazz singer for 20 years.
Back in 2002, I got a ‘day job’ working at a top training firm that partnered with financial companies. I enjoyed the work so much that it grew into a second career that I love even more than music.
Why do I love this work? Why is it so important to me to help you build your core confidence along with your skills? Well, that’s personal. We have to go back a bit…
There I am, 13 years old, staring at myself in the bathroom mirror, trying to get up the courage to go to school. Up until then I had been a happy, outgoing kid who basically got along with everyone. But that year, everything changed. A group of bullies made my life hell. It crushed my confidence. Grade 8 was also the start of a bad run. Several darker things happened to me over the next few years, including assault.
It took years of hard work to regain my confidence and tap back into the happy, vibrant person I was, but I did! Now, along with my professional experience, I leverage the wisdom, strength, and empathy I gained to be a highly effective sales and success coach. No matter where you are in your career: a seasoned veteran grappling with Imposter Syndrome, a mid-career advisor looking to upgrade to serving HNW clients, or a newbie who wants to start strong and build fast, it takes both skills and confidence to get there.
It helps to work with a Coach who knows your world, understands the courage it takes to sell yourself, and can help you build the confidence and skills you need to get it done.