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strategy Course

Client Conversations Mastery

The complete client lifecycle: from first contact to referral

Master the full client conversation journey—from getting the meeting, to discovery, handling objections, closing the business, and generating referrals. Heavy emphasis on AI-powered roleplay practice with 40+ real-world scenarios.

8
Modules
21
Lessons
$0
Our Cost
Last updated: 2025-12-29
The Client Lifecycle

Master every stage of the client relationship

1
Get the MeetingProspecting & invitation strategies
2
Build TrustOpen questions & discovery
3
Handle ObjectionsCuriosity over resistance
4
CloseAsk for the business
5
Get ReferralsGrow through introductions

What This Course IS

  • 40+ AI-powered roleplay scenarios for real practice
  • Complete client lifecycle from prospecting to referrals
  • Open-ended questioning and discovery techniques
  • The 'no resistance' philosophy for handling objections

What This Course is NOT

  • Just theory—this is 80% hands-on practice
  • Manipulative sales tactics or pressure techniques
  • Scripts to memorize word-for-word
  • A replacement for genuine care about clients

Who This Course Is For

Financial advisors, insurance professionals, wealth managers, and anyone who needs to build trust and uncover client needs through conversation

What You'll Learn to Do

🎯

Get More Meetings

Turn cold contacts into warm introductions with value-first prospecting

💬

Ask Better Questions

Use open-ended questions to uncover what clients really need

🛡️

Handle Any Objection

Transform pushback into productive conversation with curiosity

Close with Confidence

Ask for the business naturally, without pressure tactics

🔄

Generate Referrals

Build a practice that grows through client introductions

🎭

Practice Real Scenarios

Build skills through AI-powered roleplay with instant feedback

Topics Covered

1

1. Prospecting

Get more meetings through warm introductions, referrals, and value-first outreach

2

2. Discovery

Uncover what clients really need using open-ended questions and emotional discovery

3

3. Objection Handling

Transform pushback into productive conversation with curiosity, not resistance

4

4. Closing

Ask for the business confidently without pressure tactics

5

5. Referrals

Generate quality introductions from happy clients consistently

6

6. Follow-Up

Stay top-of-mind by adding value, not just 'checking in'

Objections You'll Learn to Handle

Common pushback you'll practice turning into productive conversation

I need to think about itI can't afford it right nowI'm too busyI need to talk to my spouseI don't trust financial advisorsSend me some informationI already have an advisorNow's not a good time

Course Content

Frequently Asked Questions

Important Notice

This content is for educational purposes only. The roleplay scenarios are designed for practice and skill-building. Real client situations require professional judgment and may involve regulatory considerations.

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All course content is free. Use AI credits for deeper explanations and practice scenarios.

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