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 depend on your goals

Your business goals dictate what YOUR Genuine Sales Growth System looks like.

With a strategy consultation, we identify what will get you where you are to where you want to be.

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.

Our flagship course for financial advisor sales training, Genuine Sales, 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

Lead Generation Strategy Clarified

There are so many ways to get in front of prospects, and many financial advisors try and abandon different strategies, wasting precious time and money. It doesn’t have to be this way.

This virtual 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

Sales Process Defined and Designed

"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 sales process, a roadmap for moving a prospect to a client and growing the relationship. Your sales process allows you to:

  • Consistently move your prospects through their decision making process
  • Diagnose next steps when the desired outcome isn't reached
  • Accurately forecast where every prospect is within your pipeline
  • Save time and effort by focusing on efficient and consistent actions

Financial Advisor Sales Coaching

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

Sales coaching keeps your business development efforts consistent as you:

  • 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

Whether you find value in community or individual coaching, ongoing coaching allows you to stay sharp, relevant, and productive.

"People don't only use a coach when there is a problem with their technique; they understand that no matter how good their technique is, there is always room for improvement." - John Perry

Financial Advisor Pre-launch Services

You’ve made the decision to launch your own RIA…It’s a courageous, and sometimes “What did I do?” move.

Now what? What can you do before launch – whether that is 6 or 18 months – to start filling your funnel with ideal people who can become your first clients once you are official?

While “sales” is often thought of as negative and you don’t want to be “that guy/girl” who people avoid, it doesn’t have to be.

When you define your sales efforts before launch, you will beat the benchmarks by multiples!

When you are securely in a job or role with steady income and a dream to launch your own RIA firm, it’s the perfect time to more objectively set the stage for real success.

Using your goals and timeline as the anchor, we’ll design the right approach with coaching and training services that fit you.

How can I help? Our work together will guide you to:

  • Clarify your goals and expectations for revenue
  • Review the impact of self-limiting beliefs and push through them
  • Develop a marketing strategy and a plan for implementing it (it's not ALL about digital marketing!)
  • Build the skills and “how to's” for your communications
  • Leverage the relationships you have in place and clarify your lead generation
  • Commit to a fee structure and service offering that provides value to you, Them, and your firm
  • Have a sounding board

There are several coaching service levels that allow you to find the one that is right for you:

  • On demand coaching – Scheduled by you as you want/need at $350/hour invoiced and tracked monthly. Prep or other email work (reviewing documents, answer questions, etc.) are trackable time.
  • Ongoing coaching – Scheduled by you at least 3x a month for up to 45 minutes each. $450 a month as a recurring payment. Prep or email responses of up to 15 minutes included. If more is needed time is tracked and invoiced monthly at $225/hour. For example I wrote out a series of templates for an advisor and that took up two of his full coachings for the month.
  • Onward bundled coaching – Scheduled by you as needed. $900 for 4 hours of coaching. Paid in advance and used at your convenience.

If you’re committed, you can use your pre-launch time to greatly increase the probability you will build a successful firm.

Jay Karamourtopoulous, Founder of Herford Financial

Become your own 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