Sales & Executive Training Intensive

Not every financial advisor wants to spend six to nine months in a traditional sales or leadership training program before putting new ideas into practice.

Sometimes, you need the strategies, frameworks, and coaching now.

The Sales & Executive Training Intensive was built specifically for financial advisors who want to jump start their business development, accelerate their growth, and leave with practical tools they can begin implementing immediately. Instead of waiting months to work through a curriculum one session at a time, you'll spend an intensive day focused entirely on developing the sales, communication, and business development skills that move the needle.

You'll leave with a clear action plan, practical frameworks, and three months of follow-up coaching to help ensure execution and accountability.

If you're ready to accelerate your growth instead of waiting months for a traditional program to run its course, we've got your back.

Curriculum Includes

• Vision and long-term business planning

• Goal setting and growth planning

• Building a high-performance sales mindset

• Developing confidence in business development

• Defining your ideal client

• Investor psychology and buying behavior

• Creating a compelling value proposition

• Messaging and positioning

• Crafting your advisor introduction

• Personal branding

• Prospecting strategies

• Building a repeatable business development process

• Referral generation strategies

• Centers of Influence (CPA and attorney relationships)

• Networking strategies

• LinkedIn and social selling

• The WAVE Method™

• The FAST Method™

• Discovery meeting frameworks

• Asking better questions

• Active listening techniques

• Handling objections

• Selling value instead of features

• Creating urgency and momentum

• Structuring the prospect experience

• Follow-up strategies that convert

• Presentation and public speaking skills

• Seminar and event strategies

• Email communication strategies

• Daily, weekly, and monthly business development routines

• AI productivity tools for advisors

• Accountability systems

• Performance measurement and KPIs

• Time management for business development

• Building a consistent growth engine

Included

• Full-day immersive training

• Comprehensive workbook and implementation materials

• Three months of follow-up coaching and accountability

• Monthly implementation sessions

• Ongoing support as you execute your growth plan

Also Available as an Executive & Leadership Development Intensive

This same intensive can also be delivered as a Leadership Development Intensive for financial advisors, partners, and executive leadership teams looking to strengthen leadership effectiveness, communication, accountability, organizational structure, employee development, incentive compensation, hiring, career pathing, succession planning, strategic planning, and long-term firm growth.

Program Logistics

Location
San Juan Capistrano, California

Training Format
One full day of immersive, in-person training (8:00 AM to 5:00 PM)

Upcoming Available Dates

• September 8, 2026

• September 21, 2026

• October 13, 2026

• October 19, 2026

Additional dates may be available upon request.

Investment
$5,000 per advisor (can not be combined with another advisor)

Group Size
To maximize collaboration while ensuring personalized attention, each intensive is limited to no more than four financial advisors.

What's Included

• One-night hotel accommodations (night before the training)

• Full-day Sales & Executive Training Intensive

• Lunch and refreshments throughout the day

• Comprehensive training workbook

• All reading materials and implementation guides

• Worksheets, templates, and planning tools

• Three months of follow-up coaching and accountability

• Monthly implementation sessions

• Access to all training resources and supporting materials

Application Process

To maintain a highly collaborative learning environment, attendance is by application. Following your inquiry, you'll have a brief conversation with Amy to discuss your goals, answer any questions, and ensure the program is the right fit before confirming your registration.

Travel

Participants typically arrive the afternoon or evening before the training. The program begins promptly at 8:00 AM, allowing most attendees to return home on an evening flight following the conclusion of the intensive.