Description

This 4-hour personalized coaching program is designed for sales professionals who are confident once they get in front of a prospect but struggle to consistently create enough new opportunities. We’ll begin by evaluating your current prospecting activity, target market, lead sources, and sales pipeline. From there, we’ll build a practical prospecting strategy around your strengths, industry, and goals. We’ll work on identifying the right prospects, developing outreach strategies, networking, generating referrals, starting conversations, improving follow-up, managing your pipeline, and establishing weekly activity targets that create consistency. I bring more than 20 years of sales and financial-services experience as both an individual producer and sales leader. Throughout my career, including as a Sales Manager, Partner, and Senior Partner, I’ve recruited, trained, coached, and developed hundreds of financial professionals. The goal is to leave you with a prospecting system you can consistently execute—not simply a list of sales ideas.