Ready to help. What do you need to succeed?

As everyone settles into social distancing and work-from-home routines, one thing has become abundantly clear: people need your guidance now more than ever.

To help YOU, I’m holding an Open Office Hour this week. it’s an opportunity to join a small group of Financial Advisors in real time for a conversation about the obstacles, opportunities, and uncertainties you’re facing in your sales and business development efforts.

Submit your questions in advance via email (spontaneous questions during the call are also welcome), and I’ll provide my best advice from 26 years of serving Advisors as a sales growth consultant.

If you’ve attended any of my events, you know I focus on practical and actionable strategies.

​This is a safe space with privacy respected, so advanced registration is required and no Replay will be released afterward.

Will you join me, along with your peers in the financial industry, on Wednesday, May 6th at 3:00 p.m. Central to speak “off the record” about what matters most to you?

We’ll cover as many of your specific questions as possible during the 60 minutes.

If you’d prefer a 1:1 Sales Strategy Conversation (SSC), you can schedule that here. It’s 30 minutes of free coaching focused on JUST you. Please note this is available for people who have not had a 30-minute SSC with me in the last 12 months.

Stay well.