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Sales City Raleigh | Raleigh, NC | 919-504-1389

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Experienced Financial Advisors

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

Contact Us and Learn More

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.

Couple review doc

Programs for Every Level of Financial Expertise