financial advisors

Are you tired of the trial and error in your selling efforts that’s holding you back from helping more clients?

We work with you live and virtual


Your destiny is in your hands. You started your RIA and got the business up and running. Your website is live, the custodian is selected, your planning software is installed, and your strong desire to help people with their finances is at an all-time high.

Maybe you’ve even invested a lot of time and money in lead generation and written blog articles, got your information in association listings, and have told your friends and family about your venture.

Yet, prospective clients aren’t beating down your door. Or worse yet, they are, but they aren’t converting to paid clients.

The sales part of the business is not working as it needs to. And your confidence is dropping faster than your bank account.

What Can You Do?

Becoming confident in selling efforts is possible. In fact, we will make it as simple as possible. While it’s simple, it's not easy and will take effort and commitment. Just like the services you provide your clients, getting it done is the tough part.

You can set yourself up for success for the sales needed to gain clients and increase AUM...increasing your revenue.


Start with scheduling a Sales Strategy Conversation. We’ll review your situation, your goals, and identify a sales growth plan that will get you where you want to go.

The components you need will depend on your goals

Lead Generation Strategy Plan

There are so many ways to get in front of prospects, and many small business owners try and abandon different strategies, wasting precious time and money. It doesn’t have to be this way. This online course guides you to:

  • •Fill your pipeline consistently with strategy and a plan that fits your goals, style, and prospects
    •Spend your resources (time, money, effort, etc.) on the high probability “touches” that get you in front of the right people
    •Stop wasting time on unproductive business development activities

Financial Advisor Sales Coaching

More brains focused on specific sales challenges and ongoing sales efficiencies keep your sales efforts on track.

We offer financial advisor one-on-one and group to guide you to the right actions quickly.

  • •Collaborate with likeminded professionals on business challenges
    •Build best practices for your business development efforts
    •Stay on track with your sales goals—month after month
    •Continue to refine and strengthen your sales efforts

Sales Process

"If you don’t know where you are going, any road will get you there."  - Lewis Carroll

It’s a saying and a reality in your selling efforts. Efficient progress to convert valuable leads into clients makes every interaction productive for you…and them!

This course guides you to create your process, a roadmap for moving a prospect to a client and beyond. Your sales process allows you to:

  • •Consistently move your prospects through their decision making process
    •Diagnose when the desired outcome isn’t reached and how to re-engage the prospect
    •Know where every prospect is within your process
    •Save time and effort by focusing on efficient and consistent actions

Financial Advisor Sales Training

You have a valuable prospect, now what? How do you make the conversation count for you and them? Confidence and skill to guide the prospect to a quick decision. This financial advisor sales training equips you to:

  • •Increase your conversion rate
    •Stop discounting your value and your fees
    •Be confident and consistent in your prospect meetings
    •Work confidently through objections
    •Save time and effort in your post-sales conversation follow-ups

Become Our Next Success Story:

Thanks in part to the help I've gotten from you, too many new clients are signing up with me now and I don't know how I'm going to have the time to take care of them! I closed 4/4 new prospects last week, 1/1 so far this week with another chance later today, and have 5 prospect meetings scheduled for next week. My closing rate keeps getting higher, and if this keeps up then I'll end 2018 with at least triple the ongoing clients I started the year with even after the growth I had during the last few months of 2017.

I may have to start turning people down who aren't the best fit for me, or start a waiting list to onboard new clients.

Thanks for all of your help Nancy, you're awesome!

Steven Fox


Since working with Nancy and the Genuine Sales course, I am more comfortable raising rates because I am able to explain my value more fully and know that what we offer is worth it.

When I quote the fee, I go right into explaining the value. I think of Nancy every time I do this.

For most of my clients, we increased the rate 25% without issue, and one client moved from a $10k to $24k fee a year and they are happy to continue working with me.

This year, I will pay myself the value I am really worth for the first time since I began my business 10 years ago.

Debra Gallant

Gallant Financial Planning

I’ve exceeded my annual goal of 10 new high quality clients (already at 13 and likely adding more).

Next, I need to take a class on better ways to delegate!

Mike Eklund


Today I landed a $2,400/year client with the help of my new and improved sales process. I heavily prepared for the meeting with everything we discussed and things I picked up from your book. Can't wait to see how your course will help even more!

4 Months Later...

I’ve gained over $100,000 of revenue since starting the Genuine Sales course.

Kyle Moore

CFP®, Quarry Hill Advisors