Webinar Replay
Sales Isn’t a Swear Word: How to Confidently Close Deals Without Feeling Pushy!
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The Webinar Replay:
WHAT YOU'LL LEARN:
For many professionals, "sales" feels like a necessary evil—but it doesn’t have to be that way. This webinar will help you reframe selling as an act of service, allowing you to confidently offer your expertise without feeling awkward or pushy. Learn how to shift your mindset, communicate your value effectively, and maximize revenue while building long-term trust with clients.
Whether you’re a seasoned advisor or just starting out, you’ll walk away with actionable strategies to close more deals—without the sleaze.
What you'll take away:
A fresh perspective on sales as an ethical, client-centered process
The confidence to position your services as valuable solutions—not just transactions
Practical strategies for structuring conversations that lead to a “yes”
The secrets to pricing and negotiation that reflect your true worth
A follow-up framework that keeps you top of mind without being a nuisance
If you’re a professional who works closely with clients – whether you’re a financial planner, CPA, attorney, wealth manager, or business advisor – this webinar is for you.
You don’t have to be a “salesperson” to succeed in business—you just need the right approach. Join us for this insightful session and walk away with the tools to sell with confidence, authenticity, and ease.
Kendall Rawls
Director of Development, ISPA
Kendall Rawls is the Director of Development for ISPA who knows and understands the challenges that impact the success of an entrepreneurial owned business. Her unique perspective comes not only from her educational background but, more importantly, from her experience as a second-generation family member employee of The Rawls Group - Business Succession Planners.
CO-HOSTS
JOE GIRARD
SALES PERFORMANCE COACH, CHANGE GROW ACHIEVE
Joe Girard is a sales performance coach and consultant from Victoria, British Columbia Canada. His mission is to rid the world of "salesy weirdos" and help people sell like humans. Joe has worked in sales for 25 years, from being a sales rep to manager and trainer to now helping coach and train companies around the world. He believes that it's not what he puts into people, but rather what he can pull out of them to find their unique opportunities. His understanding of the sales mentality coupled with complex strategic thinking allows Joe to find creative ways to solve challenges and make them fun.
"The most important item I gained by obtaining training in succession planning was an understanding of the legion of drivers that impact a successful succession plan. It gave me the ability to understand my clients’ motives better (which in many instances are not fully articulated)."
Leon M Rogers, CPA/ABV/CFF, CFE, CVA, CSP
Managing Member, Tetrick and Bartlett
"I was always trying to find better ways to speak with business owners about succession planning. This training helped me transition from selling to asking better questions. This also enhanced my listening skills and I pivoted to teaching/consulting to their issues. I was better able to help privately held businesses move through the process of Succession, Exit and Transition."
Michael C. Valdez, AIF, CLU
Founder & President- Business Transition Council