Sandler for Advisors

Serving the Wealth Management Ecosystem of CFP’s, CFA’s, CPWA’s, CRPC’s, etc. 

Despite strong technical knowledge, many financial advisors face challenges that stall growth and hinder client acquisition: 

  • Stuck in the "Free Consulting" Trap: Giving away too much advice upfront without securing client commitment or next steps. 
  • Frustration with “Do-It-Yourselfers”: Prospects who seek insight or validation, but never plan to engage professionally. 
  • Low Conversion Rates: Advisors spend time educating—but not qualifying—leading to long sales cycles and unproductive meetings or seminars. 
  • Lack of Referral Process:  Advisors often get referrals by chance, thanks to good work, not proactive effort…but a systematic approach could be a game changer.
  • Prospect Ghosting: Initial interest fades quickly because the advisor lacks a process to uncover the real pain or urgency.
  • Fear of Sounding ‘Salesy’: Discomfort with selling causes advisors to avoid meaningful conversations about fees, objections, or urgency.

 

Fill Out the Form to Request a Consult with a Sandler Trainer.

These issues aren’t fixed with more product knowledge

At Sandler, they’re solved by building confidence, process, and conversational control.

We don’t teach pushy tactics. We give you the tools to lead productive conversations, ask better questions, and close more business—with confidence.

Schedule a Consult with a Sandler Trainer

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Built for Financial Professionals

  • High Impact, 2 Day Boot Camp

  • Ongoing Reinforcement Workshops

  • Peer to Peer Learning Environment 

  • Private Application/Coaching Sessions

Reach Your Goals With Rick & Rob

“Rob and Rick know their stuff and have great experience to share. I would recommend a Sandler Training Bootcamp, and would highly recommend that you take the course through MP Solutions, Inc.”

— Craig, General Manager

“Rob and Rick are some of the best at what they do — I have been through a few ‘top tier’ sales programs over the years through onboarding with major financial firms and this experience was truly unique.”

— Brian, Financial Services Professional

“They give you the tools and processes, and their demonstration and engagement help build your confidence. Rob and Rick do an excellent job of digging deep to get to the core of why the right behaviors and attitudes can make a huge difference.”

— Keith, Industrial Consulting Professional

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Rob and Rick Mission (1)

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