Turn Conversations Into Clients
This 4-hour personalized sales coaching program is designed to help you turn more conversations into clients by improving the way you conduct discovery, communicate value, handle objections, follow up, and close. We’ll begin by evaluating your current sales process and identifying where opportunities are being lost. From there, we’ll work on asking better questions, uncovering the customer’s real needs, building trust, presenting your value clearly, handling objections, and confidently asking for the business. This is highly interactive coaching. We’ll role-play real sales situations, break down conversations that didn’t go as planned, and develop strategies you can immediately apply to your own prospects and clients. I bring more than 20 years of sales and financial-services experience as both an individual producer and sales leader. Throughout my career, including my experience as a Sales Manager, Partner, and Senior Partner, I’ve recruited, trained, coached, and developed hundreds of financial professionals. The four hours are customized around your industry, sales process, experience level, and specific challenges.
What's included
My coaching is practical, personalized, and interactive. We’ll work through your actual sales challenges rather than relying only on theory. I’ll help you identify where your process is breaking down, role-play real conversations, provide direct feedback, and develop specific strategies you can immediately apply. Each session will focus on improving both your sales skills and your confidence in real client conversations.
- Personalized Sales Assessment & Improvement Plan
- Discovery & Questioning Framework
- Objection-Handling, Follow-Up & Closing Strategy
- Live Sales Role-Play, Feedback & Action Plan
Meet your expert
Alberto Q.
Turn Conversations Into Clients with a 20+ Year Sales Leader
I’m a financial services professional with nearly 20 years of experience in banking, sales, leadership, insurance, and financial advising. Throughout my career, I’ve progressed from Personal Banker to Sales Manager, Financial Advisor, Partner and Senior Partner at New York Life, where a major part of my role involved recruiting, training, coaching, and developing financial professionals. As a Senior Partner, I regularly led training classes and helped professionals prepare for FINRA licensing exams while also developing their sales, communication, and business-building skills. I’ve coached hundreds of professionals throughout my career and understand that success requires more than memorizing information—it requires understanding the material, developing confidence, and knowing how to apply what you learn. Today, I coach individuals preparing for the SIE and Series 7, as well as financial professionals and sales leaders looking to improve their sales, management, and leadership skills. My coaching style is practical, straightforward, and personalized to where you are and what you want to accomplish.
