Unlock Your Growth Potential with
Pipeline To Profit
Transform the way you approach sales with Pipeline to Profit, a comprehensive 9-week coaching program designed specifically for financial advisors.
Equip your practice with proven strategies to develop a consultative mindset, master every stage of the sales cycle and craft a compelling, unique value proposition that resonates with clients.
Core Strategies You'll Gain:
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Master the sales cycle to turn leads into loyal clients
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Craft a unique value proposition that resonates and differentiates your practice
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Overcome objections with confidence to build stronger trust
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Leverage referrals and follow-ups to grow your business sustainably
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and more!
Learn how to optimize your sales funnel and increase profitability with actionable tools, expert guidance, and a focus on long-term success, led by our partnered industry expert Lisa Mohammed of Sales Reveler.
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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.
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.
How we deliver Pipeline to Profit
Our learning program ensures advisor participants stay engaged, challenged and feel supported.
Experience Industry Professionals
Meet your expert guide, Lisa Mohammed of Sales Reveler! This accomplished coach will lead you through the Pipeline to Profit program with unparalleled expertise and personalized support. From interactive lessons to after-session guidance, you’ll feel the same level of connection and engagement as in a face-to-face setting, ensuring you have everything you need to succeed.
What to expect in this consultative program
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.
Take a client-focused approach in your sales conversations.
Weekly Outline:
Building Your Profit Ready Mindset
Master the foundation of a consultative approach to sales
Mastering the Sales Cycle
Navigate each stage of the sales process with precision and purpose
Crafting Magnetic Value Propositions
Learn to communicate your unique value with clarity and impact
Connecting with Confidence
Turn first impressions into meaningful client relationships
The Art of Asking Powerful Questions
Unlock deeper client insights with
expert-level inquiry skills.
Presenting Tailored Solutions
Align your offerings with client goals for higher conversion rates
Handling Objections Like a Pro
Transform concerns into opportunities to strengthen trust
Follow Up for Success: Turning Prospects into Clients
Master the art of timely and effective follow-ups to close deals confidently
Referrals Rock!
Leverage satisfied clients to grow your practice effortlessly
The Details
Pipeline to Profit Includes:
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A complimentary 30-minute 1:1 virtual “meet & greet” to build rapport and personalize learning for each advisor.
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How to follow a client-focused sales process.
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9 engaging weekly modules with live teaching and practice in a group.
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CE Credits as approved by FP Canada: Financial Planning (2) & General Practice Management (7)
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Comprehensive workbooks with plug-and-play exercises and worksheets.
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Access to our exclusive community of financial advisors in various stages of their career.
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Robust live Q&A discussion amongst participants every week.
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Access to our online program portal with added resources and direct communication to coaches and peers.
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Recorded sessions for you to refer back to, though joining us live is recommended.
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A 45-min follow-up at the end of 9 weeks for feedback and next steps.
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BONUS: Complimentary DiSC assessment and review session
Space is limited to ensure attendees get the best experience. Don't miss your chance to claim your spot today.
Pipeline to Profit is currently in progress. The next cohort is starting:
February 2026
Following every Tuesday for 9 weeks.