Overview

Aspen Standard Wealth is entering a critical stage of growth.

You’re acquiring firms rapidly, centralizing your operational engine, and placing Chief Growth Officers (CGO) to drive organic expansion across your portfolio.

Your challenge isn’t leads, process or strategy.

Your challenge is advisors who have never been trained to sell.

This is extremely common in founder-led RIAs.
The pattern shows up the exact same way almost every time:

• founders carried the sales engine for 20+ years
• advisors were hired to serve, not to sell
• marketing starts producing leads the team isn’t prepared to convert
• CGOs and PE firms are strong operators but haven’t lived inside an advisor’s sales cycle
• the playbook exists, but the real advisor work – handling challenging questions, reading investor psychology, and managing meeting dynamics – hasn’t caught up yet

This program is built to close that gap.

It introduces practical, repeatable skills advisors can use

This six month program is designed to solve exactly that.

Goals for the Program

This training is built to transform advisors from “tenders of the farm” into growth-ready advisors who can:

• Run confident, structured prospect meetings
• Express their value clearly and with presence
• Handle challenging questions with ease
• Use storytelling and emotion to drive momentum
• Invite prospects to commit
• Communicate like future firm leaders
• Execute consistently across the playbook you’ve created
• Support the Chief Growth Officers’ mandate across each firm

The goal of this pilot is not only to improve skills today, but to build a repeatable development model for every newly acquired firm in the future.

Program Structure

Six Month Pilot Cohort

Participants:
• 6–10 advisors across two partner firms
• All program sessions also attended by CGOs to ensure adoption and reinforcement internally

Cadence:
• Monthly 90-minute live training sessions (Zoom)
• Monthly 30-minute CGO coaching sessions
• Interactive curriculum, practice, mock meetings, and breakout exercises
• Pre-session and post-session reflections to track progress

Philosophy:
Your advisors don’t need to become top 1 percent closers.
They need to become confident, clear, consistent, and compelling.

This program builds that.

Sample Curriculum Outline

Final curriculum will be co-built with Aspen’s leadership and aligned with your sales enablement playbook.

A sample outline is included below. This is purely for illustration, since the final curriculum will be co built with your team based on the specific areas your leadership wants to focus on and the gaps we identify together.

Session One: Expressing Value with Clarity and Confidence

• Building a compelling narrative
• Communicating benefits instead of features
• Elevating presence and energy

Session Two: Storyselling and Generating Enthusiasm

• Turning concepts into stories
• Using emotion and examples to create rapport
• The psychology of trust

Session Three: Handling Challenging Questions

• Pricing conversations
• “Why should I choose you”
• “What makes you different”
• Reframing objections with confidence

Session Four: Leading High-Impact Discovery Meetings

• Meeting choreography
• Asking powerful questions
• Creating momentum instead of information dumps

Session Five: Proposal and Commitment Conversations

• The language of invitation
• Structuring the commitment moment
• Eliminating hesitation and backtracking

Session Six: Becoming a Growth-Ready Advisor

• Personal business planning
• Pipeline habits
• Referral-friendly mindset
• Confidence and consistency

CGO Coaching Integration

Each month includes a dedicated CGO coaching session to ensure:
• They can reinforce the program internally
• They understand the techniques advisors are learning
• The program becomes sustainable across future acquisitions

This bridges your playbook with advisor behavior, making the pilot repeatable.

Program Deliverables

• Six 90-minute advisor training sessions
• Six 30-minute CGO coaching sessions
• Co-created six-month curriculum
• Advisor reflections and progress tracking
• Practice assignments
• Meeting frameworks and scripts
• Optional review of your current playbook to integrate and enhance alignment

Program Investment

Six Month Advisor Sales Training Program:
$40,000 total

This covers:
• All curriculum development
• All live sessions
• Advisor materials
• CGO coaching
• Session recordings
• Pre-work and assessments
• Modular framework for future repeatability