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How to Structure & Grow a Financial Practice

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.

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What distinguishes the most successful advisors?

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.

Nothing of value happens unless you’re in front of prospective clients…regularly and frequently.

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 Financial Learning Path

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:

  • Qualify potential clients & identify their needs
  • Disengage from situations that will waste your time
  • Structure prospect encounters for optimal effectiveness
  • Improve your ability to set & achieve ambitious goals
  • Sharpen your prospecting & referral skills

Sales Mastery Program Topics

  • Why have a system?
  • Bonding & Building Rapport with Prospects
  • Making Up-Front Contracts
  • Questioning Strategies
  • Identifying the Reasons for Doing Business (Pain)
  • Uncovering the Prospect’s Budget
  • Identifying the Prospect’s Decision-Making Process
  • Closing the Sale
  • Creating a Prospecting Plan
  • Overcoming Call Reluctance and Making the Call
  • Breaking Through Your Comfort Zone
  • Improving Your BAT-ting Average

The SalesMastery Program includes access to Sandler's online training portal and instructor coaching.

Customized Training for Financial Services Sector

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 Training Forms Alliance With Society Of Financial Service Professionals

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.

Meet Lewis Fogel

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:

  • LPL - EVP - Business Consulting - Institution Services
  • TIAA - Regional Vice President
  • Bank of America - Senior Vice President and Regional Investment Executive
  • Morgan Stanley - Senior Vice President, Complex Manager
  • Biltmore Capital Group - Co-Founder & President
  • UBS - Vice President - Financial Advisor
  • Past Member of the Board of Trustees at the American College

Business Development for Professional Services

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.