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Get Your Advisors Off to a Quick Start Today!

Trustworthy Selling Quick Start provides new recruits with the skills, language and confidence they need to be productive immediately and sustain that success in today’s market.

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What is Trustworthy Selling?
A Sales Effectiveness Program with Proven Results!

Designed to help financial professionals succeed through:

Improve connections with understanding buyer psychology and behavioral economics.

Adapt selling style to maximize communication flexibility.

Deepen existing client relationships through strategic client management practices.

Increase engagement and build stronger relationships through the art of questioning.

Obtain high quality favorable introductions with confidence.

Integrate the habits and peak performance psychology of top performers.

Proven results and industry recognition:

Over 20,000 graduates across the globe.

25+% increases in productivity.

Recognized by Selling Power as one of the top sales training companies.

ROI Institute’s Top Case Studies of the Year.

“We found Trustworthy Selling augmented and complemented much of the training we were already doing. We saw a 17% increase in overall production across both risk and investment products. The program’s focus on advisors understanding the psychology of buyers and the need to increase trust and decrease tension led to greater advisor competence and confidence.”

Dave Porter
Managing Partner, Baystate Financial Services

Proven Paths to Success
Learning Editions for Every Step in an Advisors Journey

Trustworthy Selling offers three proven learning editions for each stage of an Advisors journey.  Each edition provides a powerful combination of tools and techniques to benefit your organization through an immersive, interactive learning system. These additions include Quick Start for new advisors, Professional for experienced advisors and Multiline for property and casualty agents.

quickstart trustworthyselling

Quick Start
This editions is for Financial Representatives just starting out, with less than one year in the business

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professional

Professional
This edition is for Experienced Financial Representatives who have been in the business 1+ years

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multilineedition

Multi-Line
This edition is for the Multi-line Financial Representatives who need to pivot to the Life and Financial service products

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The Proof is in the Numbers

25+% Lifts Across the Board

Premium

P&C productivity

Retention

Placed

Policies

Investment Gross Revenue

Lives

Weekly Net Issued

New Clients

Production Credits

Submitted

Conference Credits

Flexible Delivery Models
Flexible delivery models to meet your needs for scalability, customization and execution including blended learning, virtual classroom, and self-study.

Trustworthy Selling offers three proven learning editions for each stage of an Advisors journey.  Each edition provides a powerful combination of tools and techniques to benefit your organization through an immersive, interactive learning system. These additions include Quick Start for new advisors, Professional for experienced advisors and Multiline for property and casualty agents.

Blended Learning
This allows for the structure of a classroom combined with online learning.

Virtual Classroom
This allows for larger groups to participate in a virtual classroom setting.

Self-Study
This solution is great for those who need the flexibility to learn at their own pace.

Get Your Advisors Off to a Quick Start Today!
See first hand the power of Trustworthy Selling and what it can do for your advisors. Built by the industry, for the industry.

Schedule a Demo Today!

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