Key Details

10-Week Small Group course  • Next Group begins January 8, 2025 • Meetings every Wednesday at 8:00 AM PST • One 90-minute session per week

Live virtual instruction with role play

What you will learn: • How to clearly articulate your value proposition • 6-step sales process • Consultative selling skills • How to resolve objections • How to integrate prospecting • Practice management strategies

Weekly Topics include: • Client building perspective • Value proposition • Beginning the conversation • Initial appointment • Preparing recommendations • Closing skills • Objection resolution • Client review meetings • Practice management strategies

Meet your instructor

Jeffrey Czajka

President & Founder | Advisor Growth Solutions

Jeffrey Czajka is the Founder of Advisor Growth Solutions where he focuses on helping his clients accelerate their growth by designing strategy and developing skills.  For the past two decades, Jeffrey has won awards and received recognition for personal sales results, team sales achievements, and the creation of a new advisor program at a Fortune 500 company. He is an expert in developing new sales professionals; especially those in the financial services industry.  In 2018, he used his strategic and tactical brilliancy to take an idea and turn it into a program within three months.  In the first two years, that new advisor program added 81 new advisors who acquired over $322 million dollars of assets under management and added $250,000 of EBITA to the bottom line of a Fortune 500 company.  As a result, that program was a finalist in the wealthmanagement.com awards in 2019.  Earlier in his sales career, Jeffrey was a back-to-back leader in the Western Territory for new sales team production and individually received over 21 sales awards.  Keys to his success were mastering a consultative sales process and then teaching it to those he led.  Now he works with companies, and individuals, all over the country helping them develop the skills necessary to achieve their growth objectives. 

Success in sales is not an event, it's a process

Unlock the power to turn prospects into clients with our proven sales success formula. Learn the precise steps top professionals use for achieving explosive growth!

Begin to Grow your Sales Today! 

"I had all the tools necessary except a tried-and-true sales strategy to help accelerate my growth. Jeffrey's insights and weekly guidance helped me add $6.5 Million in AUM in 9-months!" Brian S.  Financial Advisor

$4,999.00