Sales coaching for financial & insurance professionals
Are you or your advisors working hard but not seeing the results you're looking for?
The breakthrough is often simpler than you think
It's time to fix what's holding your practice back - Let's get started
Reach out to set a 15 minute appointment to see if we'd be a good fit
don@hurleybusinessconsulting.com
317-490-2644
For Practice Managers
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Line of sight without micromanaging
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Clarity around prospecting goals and activities
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Revenue goals are planned not hopeful
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More predictable growth
For Advisors & Agents
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We help each advisor & agents understand and develop their unique :
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prospecting strategy
- Lead scoring system
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Follow up process
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Referral system
Your Results
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Become a sought after advisor
- Make fewer sales calls
- Get more referrals
- Make more money
- Become the best version of yourself
Advisor Coaching Program
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Most firms have some form of training but don’t always have the time, resources or energy to do everything that’s needed
We have been there; and know what new advisors need
- More discovery meetings
- A workable follow up process
- Consistent prospecting they’ll actually do
- Repeatable sales process
- Workable referral system
- Better time management
- Support & accountability
Sales Prospecting workshop
- This is an interactive workshop, all attendees will leave with a clear, actionable prospecting plan desiged around their current skill sets
- Attendees set sales goals for the month, quarter and year based on how they're currently tracking
- We develop the following
- Their own prospecting style they'll actually use consistently
- A simple lead scoring & follow up system
- How to build trust and run a successful discovery meeting
- A process for generating referrals for their ideal clients
Monthly Plans and Pricing
Affordable Coaching Packages
No Long Term Contracts
Coaching Options
Advisor Coaching Program
Advisor benefits
Some key features
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More discovery meetings
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A workable follow up system
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Momentum & success
Advisor Coaching program
Manager benefits
Some key features
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Visibility into advisors progress
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Take training off your plate
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Less turnover
Sales Prospecting Workshop
Benefits
Some key features
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More discovery meetings
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A sales plan
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A personal prospecting system
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Professional referral program
About us
Award winning coaches
- Our coaches have consistently been in the top 1% of their sales teams.
- We have been successful financial advisors and understand what behaviors it takes to be the best.
- Our process is based on the belief that everyone can grow with training, encouragement & accountability.
Contact Us
Start getting more discovery meetings
It's time to energize your practice
don@hurleybusinessconsulting.com
317-490-2644