Prospecting & Pipeline Accelerator
This 4-hour personalized coaching program is designed for sales professionals who are confident once they get in front of a prospect but struggle to consistently create enough new opportunities. We’ll begin by evaluating your current prospecting activity, target market, lead sources, and sales pipeline. From there, we’ll build a practical prospecting strategy around your strengths, industry, and goals. We’ll work on identifying the right prospects, developing outreach strategies, networking, generating referrals, starting conversations, improving follow-up, managing your pipeline, and establishing weekly activity targets that create consistency. I bring more than 20 years of sales and financial-services experience as both an individual producer and sales leader. Throughout my career, including as a Sales Manager, Partner, and Senior Partner, I’ve recruited, trained, coached, and developed hundreds of financial professionals. The goal is to leave you with a prospecting system you can consistently execute—not simply a list of sales ideas.
What's included
My coaching is practical, personalized, and action-oriented. We’ll work through your actual prospecting challenges, current pipeline, and target market to identify what is working and where opportunities are being lost. Together, we’ll develop realistic prospecting, referral, outreach, and follow-up strategies that fit your business and personality. Each session will end with clear action steps and measurable activity goals.
- Personalized Prospecting & Pipeline Assessment
- Ideal Prospect & Lead-Generation Strategy
- Referral, Outreach & Follow-Up Framework
- 30-Day Prospecting Action Plan with Weekly Activity Targets
Meet your expert
Alberto Q.
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.