Independent

 financial advisors

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

Congratulations!

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.

How?

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

Training

Become more confident and competent in your sales conversations. Genuine Sales is proven to guide advisors to increased conversion rates, higher revenue, and stronger confidence that leads to building trust … and new clients more quickly.

Sales Process

If you don’t know where you are going, any road will get you there. Lewis Carroll
It’s a saying and reality in your selling efforts.

This online self-paced course guides you with videos and a template to create your roadmap from prospect to client and beyond.

Coaching

Sometimes a second brain working on specific sales challenges is just what you need. Nancy Bleeke’s expertise in sales and financial services will help you get to the right actions quickly.


Become Our Next Success Story:

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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!

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Steven Fox

CFP, EA

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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.

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Debra Gallant

Galland Financial Planning

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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!

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Mike Eklund

CFP®, CRPC®, CFSLA

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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.

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Kyle Moore

CFP®, Quarry Hill Advisors