Sales Strategies Financial Advisors

Course Details

  • Cost: $29
  • Type: Monthly
About Course

Sales Strategies Financial Advisors and Discover How To Find High Paying Clients in 30 Days or Less And Supercharge Your Business.

Discover How to Prospect, Connect and Build Your Client Base So You Can Smash Your Targets and Live The Life You Love.

Discover The Tools and Strategies To Be A Top Advisor and Qualify for MDRT TOT Every Year
Do you ever wonder why some advisors are incredibly successful and others just seem to get by

Here is the secret.

Having researched and worked with and coached some of the top producers in the world, I have found that they have the following qualities…

  • A desire to win and be successful
  • They are focused like laser beams
  • Honesty & Integrity is a core value in dealing with clients
  • They invest in themselves and never stop learning
  • They look after their clients and are always trying to add value

You have great ideas, clients you want to help, the technical knowledge and a Financial Services practice you want to build or leave as a legacy for your children.

The only thing standing in your way is a system to learn how the greats do it and then apply that to your business.

Sales Strategies Financial Advisors

Have you ever struggled getting in front of the right clients?
Or thought, “Why are others doing better than me when I am putting in the same effort?”
Or woken up thinking ‘I have no-one to see today?
This can affect your confidence and ability to perform. I know, because I have been there….

Having qualified many times for MDRT TOT, built financial services teams and businesses and trained and coached thousands of financial advisors around the world, I thought that I have to share the training, strategies and ideas I used and picked up from some of the top advisors on the planet in this course on Sales Strategies Financial Advisors.

That’s why I created Sales Strategies Financial Advisors, so you too can benefit from this.

One of the advisors we recruited regularly earns six figures monthly and all our other advisors earn on five times the average of others in the industry.

Enrolling in Sales Strategies Financial Advisors will:

  • Give you more free time and money to do what you love in this industry
  • Give you the lifestyle you have always wanted. I have homes in three countries and have spoken in 69 countries
  • Help You rapidly build your financial services business and love what you are doing

Contact Us at WeSpeak Global and follow us on Twitter

After a career as a professional drummer, Frank started as a Financial Advisor in 1980 and in his first year broke all targets. For the next 10 years he built a winning team of financial advisors. 

In 1993,  Frank moved to London and joined a small firm where he became a partner. 

Not knowing a soul he went on to qualify twice for MDRT TOT and was among the top 5 advisors in the United Kingdom.

Companies started asking Frank to share his success story and so started his speaking career where he has now presented to and coached Financial Advisors in 69 Countries.

Frank’s  book ‘Walking with Tigers’ based on research with 500 of the world’s top financial advisors became best seller globally.

Ten years ago Frank started a financial services firm with a partner in London and their advisors are now among the best in the world.

Two years ago, Frank developed his ‘Sales Strategies for Financial Advisors’ program and after a huge amount of effort it is now available for you.

Frank splits his time between his homes in London, Orlando and Spain.

Learning Points

This is not Relevant for Everyone. But it is for you if….

  • Are looking for new and exciting ideas in the changing world
  • Are prepared to invest in yourself and make the time to complete the program
  • Want to qualify for MDRT TOT and be with  the best advisors in the world

How will the Training work for you?

  • It will take you ‘Back to Basics’ to remind you what you should be doing on a daily basis
  • You will learn how to identify your ‘ideal client’ and use Boolean and Linked searches to find them
  • You will discover how to use the power of LinkedIn to connect and share your expertise
  • It will share marketing strategies that you can apply immediately
  • You will learn how to sell ‘remotely and from home’ just as effectively as face to face
  • You will be armed with all the scripts you need for any situation
  • You will learn how to apply NLP and other psychological strategies to your business
  • You will learn from interviews with the greats on how they became legends in the business
  • You will understand self- motivation and goal setting & how to use it to be happier and love the business
  • You will never doubt yourself again
  • If you follow everything in the training, you will make a minimum of 10 times the return on your investment
  • Do can watch the videos and do the program from the comfort of your home

My eBooks will teach you everything I have learned in sales and marketing in Financial Services
You will get paid what you are worth

What is Included In Your Blueprint to Success

281 Videos
The largest video learning library covering every aspect of sales & marketing financial services

106 Audios
Many of these audio programs are in collaboration with experts in NLP, Questioning & Listening & Goal Setting

12 eBooks
Packed with useful information on every topic from Marketing, to Sales, Social Media and Motivation

7 Sets of Scripts
Scripts to supercharge your sales including, LinkedIn, Telephoning, Closing, Introduction and Elevator Pitches and much more

User Reviews

View other courses available

JJ DiGeronimo

Power of No Bundle is if you want to get to the next step in your career and life, you have to change how and where you spend your time each day. The proven strategies inside the Power of No Bundle will quickly help you maximize your time and align you towards your desired goals. […]

  • Free
  • Course Cost: $0
  • JJ DiGeronimo

Kindra’s most comprehensive digital storytelling training program. Stories That Stick Mastery is designed to engrain the skill of storytelling into your psychology; giving you the tools to captivate customers, influence audiences and transform your business. Transform Your Purpose into a Story that Captivates and Converts Craft the 4 most critical stories to your business that […]

  • Once Off
  • Course Cost: $395
  • Kindra Hall
Michelle Poler

Venderte SIN Miedo, Descubre el verdadero poder de tu marca personal y cómete el mundo vendiendo tus ideas, tu valor, tu oferta de negocio o profesional, junto a MICHELLE POLER TODOS queremos vender ALGO: Un producto, una idea, una oportunidad de negocio, un servicio, contenido de valor, un “lifestyle”. En este programa obtendrás la CONFIANZA […]

  • Once Off
  • Course Cost: $247
  • Michelle Poler
sara canaday

Peer Coaching for Leaders as remote and hybrid workers express concerns about feeling disconnected and business challenges become more complex, peer-to-peer coaching has emerged as an exceptional solution to bolster the employee experience. Providing added support, boosting engagement, and enabling skills development are critical to the success of your business, especially during challenging times. In […]

  • LinkedIn Learning
  • Course Cost: $39.99
  • Sara Canaday
sara canaday

Employees are much more likely to stick around if they’re having Coaching in Action, their talents are being developed, and they feel supported by their leaders. But how do you enhance your impact and coach for both performance and development? In this course, instructor Sara Canaday demonstrates the practical application of key coaching skills through […]

  • LinkedIn Learning
  • Course Cost: $39.99
  • Sara Canaday
Jasmine Star - THE JASMINE STAR SHOW

Time For A Brand Refresh and Branding Strategies? Are you frustrated because you feel invisible no matter how much work you do to grow your business? Are you willing to do the work, but not sure which tactics will provide the best results? Beyond taking risks, Jasmine Star understands the challenge of thinking like a […]

  • Currently Discounted
  • Course Cost: $74
  • Jasmine Star
Shep Hyken

Create an amazing On-Demand Customer Service experience, a collaborative corporate culture, and increase repeat business and revenue. What Is Happening on the Inside of Your Organization Is Felt on the Outside by Your Customers. The importance of a corporate culture that fulfills and excites its employees cannot be underestimated. Some of the best organizations know […]

  • Once Off
  • Course Cost: $497
  • Shep Hyken
Noah St. John

By the end of this transformational Get Unstuck Now journey, you will ADMIT what you truly desire, identify EXACTLY what’s stopping you from HAVING it, and give yourself PERMISSION to live a joyfully happy, fulfilling and rich life. If you don’t GET UNSTUCK NOW, you won’t position yourself the leader you KNOW you’re here to […]

  • Once Off
  • Course Cost: $999
  • Dr. Noah St. John

The profiles and artwork embedded on these pages are from various speakers and talent.

WeSpeak Global provides costs that are accurate at time of publishing.

These remain the property of its owner and not affiliated with or endorsed by WeSpeak Global.

Course Fees listed on this website are intended to serve as a guideline only.

Our Mission

We are your partner creating memorable and engaging experiences that go beyond the event itself.

© All rights reserved 2025. Created using VOXEL THEME