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The Prospecting Huddle

There’s a new way to prospect that quells the challenges that can seriously affect business growth. It’s so effective that you literally will have prospects calling you asking to become clients.

Watch this video to learn more about The Prospecting Huddle: 14 Months to Reverse the Deal Flow

Do you feel you’re at a point in your career where you’ve plateaued?
Have you become complacent with your current status yet know you are capable of more?
Are you ready to become the best-known brand in your market niche but not sure how to take the next step?

Based on the landmark book, Reversing the Deal Flow: The Secret to Prospects Calling You Asking to Become Clients, authored by Sarano and Brooke Kelley, The Prospecting Huddle is a unique system proven effective through more than two decades of research and in-the-trenches testing. Thousands of advisors, including top advisors on the Barron’s and Forbes lists, have proven its long-term benefits.
Isn’t it time you adopt new marketing strategies that will grow your business exponentially and transform your future?

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Who is this program for?

The Prospecting Huddle is for advisors focused on business development and currently at a production level of $200k to $750k. While they haven’t yet achieved “million-dollar producer” status, their target goal is “top producer.”

What kind of results can I expect?

The goal of The Prospecting Huddle is exponential growth. The program is designed to position you as the best-known brand to your ideal client segment. When implementing the “reversing the deal flow” system, you’ll have prospects asking to do business with you. Past participants have enjoyed an average increase in assets of 190% and a 329% increase in referrals, both in only 90 days.

How will The Prospecting Huddle benefit me?

The goal of The Prospecting Huddle is exponential growth. The program is designed to position you as the best-known brand to your ideal client segment. When implementing the “reversing the deal flow” system, you’ll have prospects asking to do business with you.

Past participants have enjoyed an average increase in assets of 190% and a 329% increase in referrals, both in only 90 days.

The Impact of Coaching

Unsure of the hard returns on coaching and training? See the results of this 2021 study on Client Acquisition Results.

What time commitment is required to join The Prospecting Huddle?

The program utilizes four primary methodologies:

Study – You’ll learn detailed dialogues and scripts used by top advisors in the industry that have been perfected using three decades of research and practical application.

Coaching Call – During a weekly 30-minute call, you’ll learn a step-by-step process for prospecting using the program’s 14 methodologies.

Daily Calls – You’ll be assigned an accountability partner with whom you’ll engage in 10- to 15-minute daily conversations to review strategies and to learn dialogues for refining your closing and selling skills.

Coaching Calls (optional) – These weekly 30-minute calls will cover a specific issue you and others are dealing with or focus on a case study.

In the Media

How Causative Teams Drive Business Development

April, 2 2022

Old Dogs, New Tricks: Training for Veteran Advisers Pays Off

August 31, 2021

Building Causative Teams

Feb 25, 2022

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