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Anchor Sales Knowledge | Sandler Training in Manitoba

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How To Expand Your Client Base

Business Development for Financial Advisors

The only comprehensive business development training curriculum for advisors.


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Why do some financial advisors excel while others with great potential languish?

How is that most have access to a warehouse full of Home Office/Agency resources and support yet can’t seem to get out of their own way to break out of a comfort zone?

In this FREE eBook you will discover the 'silver bullet’ for success in order to:
• Increase production
• See more people
• Move upmarket
• Manage people better
• Develop high-performing teams

silver bullet

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4 Ways Financial Planners Can Change Their Behavior To Improve Results

How can you effectively add to your client base? Changing your behaviors in these 4 areas can help you work smarter and more efficiently.

A Solid Framework to Build & Sustain a Lucrative Client Base

You can't grow your book of business unless you’re in front of prospective clients.

The Sandler suite of programs provide learning designed to help advisors develop the competencies and habits necessary for developing, expanding, and managing a successful career and purposeful practice in the financial services industry.


Programs for Every Level of Financial Expertise

  • Emerging Advisors For those beginning their financial career.
  • Experienced Advisors For those wanting to take their business to the next level.
  • Leaders & Principals For those leading an advisory firm.