Do you close at least 60% of your in-office appointments?
Are your sales processes automated and performed the same way every time?
Do you have a pipeline full of truly interested prospects who are all moving to the next step in an orderly, predictable manner?
If you answered “NO” to any of the above, you already know the problem:
That’s not sustainable. And it’s definitely not scalable.
Here’s the good news:
You don’t have to keep running your business this way.
Led by Matt Hicken, Sr. VP of Consulting and instructor of our Asset Accelerator Sales Training course, this session dives deep into the sales systems that top advisors are using right now to close more high-value clients—consistently.
Matt has been in your shoes. He’s not just a coach—he’s built sales systems, run them himself, and helped grow a North Carolina practice from $25M to $550M in AUM. Now, he shares the exact framework with you.
In this 30-minute training, you’ll learn how to:
Define your ideal prospect (and stop wasting time on the wrong ones)
Say the right things at the right time—every time
Pick the right channel to find and win better clients
This is a proven sales system being implemented by the best advisors across the country. And now, the recording is available for you.