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 A transformative program for advisors to discover their selling potential.

Sales Mastery logo
Sales Program - Themes (2).png

Are you ready to gain a comprehensive understanding of the most effective selling strategies for client relationship success in the financial advisory industry?

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Sales Mastery is a game-changing program designed for financial advisors who are determined to boost their revenue, enhance their client base, and achieve lasting success in the field.
 

By joining this transformative 12-week program, you will:
 

  • Gain clarity and confidence and discover proven step-by-step strategies to effectively build your business.
     

  • Discover the art of conducting productive, insightful conversations that deliver tangible value to your clients.
     

  • Participate in dynamic group discussions to address your sales challenges head-on, and uncover effective solutions to propel your business to new heights.
     

  • And so much more!
     

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The Sales Foundation™

Setting Your Foundation

Anatomy of a Sale

Prospect Profiling™

Contacting & Qualifying Prospects

Prospect Exploration™

Understanding the Prospect: Ideal Client Financial Planning, Customer Sale and Tools

Winning Plan Implementation™

Building the One Page Plan

Presenting and Implementing the Plan

Value Maximization™

Onboarding & Servicing Your Clients

Asking for Introductions

Implementing Your New Sales Process

THE DETAILS

Sales Mastery includes:​

  • 12 engaging weekly modules with pre-recorded video lessons
     

  • Robust live Q&A discussion amongst participants every week
     

  • Private online course hub & discussion group 
     

  • Comprehensive workbook with 100+ plug-and-play exercises and worksheets 

 

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Space is limited to ensure attendees get the best experience. Don't miss your chance to claim your spot today.

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Sales Mastery officially kicks off with our introductory group call:

 

October 2024 - 11:00am ET, Start date TBD.
 

SECURE YOUR SPOT TODAY

Don't miss your opportunity to join this exclusive round of Sales Mastery.

Click below to register now 👇

Want more information first?

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Let's Create Business Momentum together.

Mailing Address

55 Northfield Drive East, Suite #312

Waterloo, ON N2K 3T6, Canada​

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