Consultative Skills Training and Resources
GIVE BETTER CLIENT MEETINGS
GET MORE RESULTS
Want to learn more? Book a call with Dan Smaida
Discuss with DanGIVE BETTER CLIENT MEETINGS
GET MORE RESULTS
Want to learn more? Book a call with Dan Smaida
Discuss with DanWe’ve spent 23 years training and coaching over 10,000 advisors in multiple disciplines. We can teach you how top advisors use behavioral science and consultative process to create a differentiated client experience that wins business.
In fact, the more sales technique you employ, the less credible you become. Instead, we focus on how to do your job as a producer without resorting to typical salesy behavior.
Especially now, you can differentiate and win new clients and business. There’s no secret sauce – just a combination of process, skills, and execution. We’ll give you proven models, methods, and processes that work.
“Using a process to manage my meetings has completely changed the game for me.”
– Glen P. / Financial Advisor
Dan has trained over 10,000 advisors on how to successfully leverage online meetings. This Financial Advisor training specifically speaks to the challenges of growing your practice virtually.
You can anticipate these results: