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: Scheduled Coaching Calls

Each one-hour session combines skill-building with real-world application. We'll review specific approaches, integrate The Big Five, and end every call with a concrete assignment.

  • You identify the prospects and scenarios you want to work on

  • We rehearse calls using advanced skills — understanding vs. confident delivery are very different

  • We debrief live advisor responses and provide direct feedback

Between calls

  • Reading and assignments to understand the what, why, and how of The Big Five

  • Assignments using the skills to prepare for live calls

  • On the job practice using the skills with selected advisors

Examples of Scenarios We Work On

  • Quick ways to determine if specific prospects will ever buy from you — or are just being nice

  • What to send to prospects before an initial phone call

  • How to establish credibility without talking about golf and sports

  • How to increase the probability of getting the next call or meeting

  • How to get the advisor to tell you what really matters to them — not product related

  • Getting the advisor to commit within a specified timeframe

REAL COACHING WITH YOUR REAL SCENARIOS.

$300 per call · Minimum 3 sessions

Send me your specific goals and challenges before your first call.

Let's Talk