Experienced Financial Advisors

Professional Development to take your client base & income to the next level.

What distinguishes the most successful advisors from the rest?

It’s about your book of business.

Have you reached a plateau in your client base, AUM, and personal income?

Perhaps it’s time to do something different. Discover a proven, 7-step business development process combined with coaching, and reinforcement tools that will propel your success.

The Financial Learning Path

The Sandler SalesMastery Program teaches the business development strategies, communication skills, & success 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 Sales Mastery Program includes access to Sandler's online training portal and instructor coaching.

Programs for Every Level of Financial Expertise

Financial Home

Explore assets for Financial Professionals
Emerging Advisors

For those beginning their financial career.
Leaders & Principals

For those leading an advisory firm.