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Core Strategies You'll Gain
Equip your practice with proven strategies to develop a consultative, client-focused mindset, master every stage of the sales cycle and craft a compelling, unique value proposition that resonates with clients to keep your pipeline flowing.
Turn your leads into loyal clients for years to come with tailored techniques and resources.
Become a Master of the Sales Cycle.
Differentiate your practice and develop a value proposition
that resonates with clients.
Crafting A Unique Value Proposition.
Build stronger trust through advanced communication without sounding "salesy".
Overcome Objections with Confidence.
Invest in your career & business
What you can expect from our advisor consultative sales program: Pipeline to Profit.
Learn in real-time and collaborate with line-minded advisors.
Group Sessions
Access to an exclusive members only community. Discuss with your peers and share your results.
Our Community
Your coach is on stand-by for any support you may need.
Live Help
Developed from real-world experience with key trends in the financial services landscape.
Research-Based Curriculum
Downloadable guides, tools and resources to aid your growth.
Free Tools
Access to our online program, hosting the complete program. All live lessons are recorded.
Online Academy
Adopt a Client Focused Approach
Experience the power of peer-to-peer discussions and one-on-one coaching, where advisors share insights, tackle challenges together, and gain actionable strategies from seasoned experts. This consultative program is designed to foster meaningful connections and deliver practical solutions tailored to your success each week.
Pipeline to Profit Outline:
1
Building a Profit Ready Mindset.
Learn how your mindset, weekly structure, and tracking habits directly impact the results you get in your business.
2
The Psychology of Sales.
Learn how prospects actually make buying decisions and how to align your conversations so 'no' turns into a confident 'yes'.
3
Crafting a Unique Value Proposition.
Learn to communicate your unique value with clarity and impact.
4
Connecting with Confidence.
Discover what follow-ups convert, how to add value between touchpoints, and what to say with confidence.
5
The Art of Asking Powerful Questions.
Unlock deeper client insights with expert-level inquiry skills.
6
Presenting Tailored Solutions.
Align your offerings with client goals for higher conversion rates.
7
Handling Objections Like a Pro.
Transform concerns into opportunities to strengthen trust.
8
Follow Up For Success: Turning Prospects into Clients.
Master the art of timely and effective follow-ups to close deals confidently.
9
Referrals Rock!
Leverage satisfied clients to grow your practice effortlessly.
Pipeline
$1,999
Pipeline +
$3,799
9 CE Credits as approved by FP Canada.
Complimentary 30-min one-on-one alignment call before program start.
9 weekly 60-min group modules.
Lifetime access to weekly recordings, downloadable resources and tools.
Weekly exercises to turn insights into action.
Live discussions, support and feedback from your coach and peers.
One-on-one coaching to realize accelerated results and momentum.
A personalized lead generation focus.
Weekly activity focus.
Additional guidance to create your unique value proposition.
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TRUSTED BY LEADING ORGANIZATIONS
The Personal Coach has assisted advisors from industry-leading companies in every stage of their careers. With 17 industry professional coaches on our team, we bring over two decades of expertise to equip advisors with the tools, knowledge, and confidence to master their business momentum and reach their goals.
Through one-on-one coaching, online programs, live speaking, and in-person workshops, we strive to connect with our community to learn their values, strengths, goals, and challenges so that we can better assist them in building momentum in all aspects of their advisory practice.
Is Pipeline to Profit Right for You?
This program is for advisors who are...
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In the first 0-7 years of their career.
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Looking to increase their client base.
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Tech-savvy, but lacks confidence with clients.
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Lacking a clear process of their own.
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Having difficulty generating and converting leads.
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Moving away from a scripted, "salesy" pitch.
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Building their community network.
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Wanting to grow their revenue.
A Program for Advisors,
By Advisors.
Lisa Mohammed brings over 15 years of experience across banking, insurance, and financial services to her work with advisors. Having built her career as both an Independent Financial Advisor and a Corporate Banking Manager, she understands what it takes to earn trust, lead meaningful sales conversations, and build lasting client relationships.
As a coach, Lisa specializes in consultative sales, pipeline optimization, helping advisors clarify their value, navigate objections with confidence, and move prospects forward with intention. Her coaching is grounded in
real-world experience and focused on building repeatable processes
that support sustainable growth.
