Stop Losing Clients During Intake

Sales Accelerator is a comprehensive 4-week sales training and coaching program built exclusively for estate planning attorneys, financial advisors, CPAs, and their intake staff who want to build confidence and structure around their sales process.

Through the T.R.U.S.T. Selling Framework (True Intentions, Rapport, Uncover, Size Up, True Solution), you’ll learn how to:

• Optimize Intake as a Sales Opportunity NOT an Administrative Task

• Guide client conversations with confidence and clarity

• Charge and defend premium fees without hesitation

• Uncover deeper client needs through strategic questioning

• Handle objections with empathy and authority

• Build a repeatable, scalable sales process rooted in trust

Enrollment includes:

✅ Full access to the online academy

✅ Workbooks, handouts, and sales scripts

✅ Weekly accountability assignments

✅ Tools like discovery question cheat sheets, role-play guides, and reflection journals