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Consultative Conversions
Download and learn 7 proven strategies to connect with prospects, communicate with confidence, and turn conversations into long-term relationships, without feeling “salesy.”
If you’ve been showing up, following up, and still not closing enough business, it’s time to rethink the way you build trust. In this short guide, Lisa Mohammed shares seven simple but powerful strategies to help financial advisors connect more authentically, communicate with clarity, and confidently guide prospects toward a “yes.”
Invest in your career & business
What you can expect from our advisor consultative sales program: Pipeline to Profit.
Group Sessions
Learn in real-time and collaborate with like-minded advisors.
Free Tools
Downloadable guides, tools and resources to aid your growth.
Research-Based Curriculum
Developed from real-world experience with key trends in the financial services landscape.
Live Help
Our coaches are on stand-by for any support you may need.
Our Community
Access to an exclusive members only community. Discuss with your peers and share your results.
Online Academy
Access to our online portal, hosting the complete program. All live lessons will be recorded.
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