Overview

Thank you for the opportunity to present this proposal. Based on our various conversations, the program below is designed to strengthen the consultative sales skills of your Diamond Teams and create clear improvement across communication, confidence, presence, and client influence.

Your team already excels in technical expertise and meeting structure. The goal of this program is to help them shift from technical explanations to benefit focused communication, deepen their ability to ask the right questions, and increase their ability to guide client conversations with confidence and clarity.

Why This Program

In our conversations, you shared that previous training groups were engaging but lacked the structure, scoring system, and evaluation framework that your leadership team expects. Your CEO wants tight agendas, clear measurement, and visible progress. This program directly addresses those gaps.

This is a structured, data driven, highly organized sales development program built for professionals who meet regularly with sophisticated clients and need consistent coaching and accountability.

Program Structure

1. Discovery and Assessment

• Two leadership discovery meetings to confirm goals, KPIs, and the communication patterns you want to improve.

• The SAI Rainmaker Test, a behavioral and communication assessment powered by Harrison Assessments, exclusively made for Select Advisors, testing more than 125+ traits. The results are distilled into the traits most essential for consultative sales, influence, presence, and client communication.

• Baseline self-scoring of each team member across listening skills, consultative questioning, benefit oriented communication, and presence.

• Review of selected meetings and agendas to understand where conversations become overly technical or detail heavy.

• Identification of confidence and presence gaps for younger team members working with older, more established clients.

This ensures the curriculum is aligned with your firm’s expectations for structure and measurable progress.

2. The 90 Day Curriculum

The program includes two 90 minute training sessions per month for a total of six sessions.
The sixth session serves as a graduation, summary, and scoring review.

Participants receive:

• A structured training manual written specifically for your firm.

• A detailed syllabus outlining each month’s objectives.

• Roleplay based on real client scenarios and upcoming meetings.

• Frameworks for shifting from attributes to benefits.

• Consultative questioning methods that uncover the truth behind what clients say.

• Coaching on confidence, tone, cadence, and presence.

• Influence and progression techniques to help move opportunities forward.

• Assigned partnerships for accountability and shared practice.

• Group projects that reinforce each module.

• Weekly check in forms to gather data, track progress, and identify where advisors need support.

• Office hours for one on one coaching as needed.

The style is interactive, structured, and built around your team’s culture that values preparation and follow through.

3. Measurement and Improvement

• Mid program scoring and written feedback.

• Final evaluation at the end of the 90 days.

• A scoring matrix created in collaboration with leadership.

• Written recommendations for each team member.

• A graduation style review in the final session.

• Recommendations for extending the program for another 90 days if desired.

Program Options and Pricing

Option A: Complete 90 Day Virtual Program

Pricing: $35,000

Includes:

• Discovery and leadership meetings

• SAI Rainmaker Test for all participants

• Six 90 minute virtual training sessions

• Custom training manual

• Weekly forms and progress tracking

• Partnerships and group projects

• Office hours

• Pre and post evaluations

• Written recommendations at completion

Option B: Hybrid Program with Onsite Kickoff

$40,000

Includes everything in Option A plus:

• A three hour in person kickoff session in San Diego

• Live roleplay and evaluations

• In-person breakouts and presentation in front of the group

• All travel included

• One virtual session replaced by the onsite session

This option accelerates confidence, builds trust at the start, and creates faster buy in across the Diamond Teams.

Timeline

• Discovery meetings in mid-December and/or January

• Kickoff or first virtual session in early February

• Monthly sessions in February, March, and April

• Graduation and final evaluation in the sixth session

Next Steps

Please confirm whether you prefer the virtual program or the hybrid onsite version. Once confirmed, Select Advisors Institute will finalize the agreement and schedule the discovery meetings.