As a financial advisor, you have two jobs. Delivering your expertise. And selling it.

But if you’re like many trained, accomplished experts, you struggle with that second job.

Why? As an expert advisor, you are expected to interact with clients a certain way—to develop trust, to listen intently, to lead but also collaborate, to put the needs of the client first.

As a salesperson, you are taught to make your pitch, to explain your value, to go for the close, to make the numbers.

Regardless of whether your sales tactics are in conflict with “expert behavior” or not, these roles often feel like they are in conflict. Consciously or subconsciously, you believe you have to show up differently in the sale than you do in the engagement.

The good news is, you don’t.

Win Without Pitching Workshops

Win Without Pitching Team Training

Win Without Pitching workshops are designed for those who are experts first and salespeople second—advisors and practitioners who must sell their expertise before they can deliver it.

Win Without Pitching sales training workshops will enable you to:

• Develop an approach to selling that aligns with your values as an expert advisor
• Better understand the real value you create for your clients
• Capture more of that value through increased fees and average proposal value
• Improve your closing ratios
• Decrease the cost of the sale and time to close
• Find a new level of competence and joy in selling

Win Without Pitching’s Founder, Blair Enns and his team, have helped thousands of expert advisors take control of the sales process to win more business through increased fees and improved closing ratios.

It’s time to take your sales performance to new heights.

Barron's Top 100 RIA Firm