Business Development for Financial Advisors
We work with wealth management firms & financial professionals to Implement strategies that will scale your practice in a meaningful & sustainable way.Schedule a Call
It’s about your book of business.
Have you reached a plateau in your client base, AUM, and personal income? Then it’s time to do something different.
Discover a proven, 7-step business development process combined with coaching and reinforcement that will propel your success.
We'll empower you with the strategies and tactics to overcome the motivational and behavioral challenges when managing an prospective pipeline, enabling you to get in front of enough people to grow your business. All you need is the desire and a commitment to succeed.
The Sandler Sales Mastery Program teaches the business development strategies, communication skills, & principles that will accelerate your path to a successful financial career.
You will learn to consistently:
The SalesMastery Program includes access to Sandler's online training portal and instructor coaching.
Sandler has created a financial services vertical addressing the unique needs of financial professionals. Customized content addresses the trends and issues that arise in their industry.
Sandler is working with the Society of Financial Service Professionals (Society of FSP) to bring advisors the latest tools and information to increase success for themselves and their clients.
Lewis has spent most of his career working in the financial services industry. Starting as an advisor and eventually heading up the Business Consulting division of a national firm. His credentials include:
Professionals such as accountants, architects, attorneys, consultants, engineers, financial advisors, and medical practitioners all want to grow their practices. Many are uncomfortable with the idea of selling themselves and their services. Sandler's Professional Advantage Program offers a proven, refined approach that complements their diagnostic, creative, analytical, and consultative personalities and communication styles. Overcoming sales reluctance using a proven methodology of behaviors, attitudes, and techniques will result in developing a larger client base.