How It Works

Real coaching. Real scenarios. Real results.

Step 1: A Complimentary Call

We start with a free one-hour conversation to explore your specific challenges and determine if this coaching is the right fit for you. No pressure, no pitch — just an honest conversation.

Step 2: A Personalized Roadmap

Before we dive in, I'll identify the reading and resources that match your specific selling frustrations — whether that's getting ghosted, struggling to build relationships, or losing deals you should be winning.

Step 3: Scheduled Coaching Calls

Each one-hour session combines skill-building with real-world application. We'll review specific approaches, layer in the 5 Gamechangers, and end every call with a concrete assignment — something you'll take directly into your next advisor conversation.

What we work on:

  • How to quickly tell if a prospect will ever actually buy from you

  • What to send before an initial call to establish credibility

  • How to build rapport without relying on golf and sports talk

  • Securing the next meeting — every time

  • Understanding what truly matters to each advisor

  • Knowing when to walk away

  • Getting commitment within a defined timeframe

  • Follow-ups that actually get responses (and referrals)

Real coaching with your live scenarios. Send me your specific goals and challenges before your first call.

Let's Talk