Financial advisor coaching
Sales coaching for financial advisors.
A weekly conversation count, review meetings that produce introductions, and a pipeline you can read in one minute.
A live person answers. Not a robot, not a phone tree. Updated September 2026.
Hold a set number of prospect conversations every week, run every client review with an introduction ask, and keep a pipeline with a next step on every name.
A weekly count.
Prospects and centers of influence, counted every week.
Ask for introductions.
Every review ends with an introduction ask.
A next step on every name.
No prospect without a date.
Say what is approved.
Scripts reviewed by your compliance team before use.
Your day, scored
Four numbers. Bronze, silver, gold.
Starting lines. Your coach sets them to your market.
| Daily activity | Bronze | Silver | Gold |
|---|---|---|---|
| Prospect conversations | 3 | 5 | 8 |
| Review meetings held | 1 | 2 | 3 |
| Introductions asked | 1 | 2 | 3 |
| Next steps set | 80% | 90% | 100% |
How do advisors get more introductions?
- Ask in the review. "Who do you know who should have this conversation?"
- Make it easy. Offer to call, to email, or to meet them together.
- Thank them. A note the same day, whether the introduction closes or not.
Questions
Quick answers.
Is this compliance-approved?
Coaching covers habits and numbers. Every script you use goes through your firm's compliance review first.
Book a coaching call
Book a call about financial advisors coaching.
303-955-4220A live person answers. Not a robot, not a phone tree.
- 20 minutes. Your numbers, your calendar, one plan.
- A real coach. A working team leader who still sells, not a call center.
- No contract on the call. You leave with the plan whether you hire us or not.
Elevate Sales Coaching is run by Brian Lee Burke, team leader of the Kenna Real Estate Group at Keller Williams DTC (KWDTC).