ISPA Live Webinar Replays
Learn how to confidently sell your professional services without feeling pushy or uncomfortable. This webinar will help you shift your mindset, communicate your value with clarity, and price your services with confidence. Walk away with practical strategies to close more deals and follow up effectively—while staying true to your role as a trusted advisor.
Learn how top advisors are teaming up with CPAs, attorneys, and wealth managers to generate effortless referrals, create high-value partnerships, and multiply their revenue. This webinar reveals the secrets to strategic collaboration, helping you stay ahead of the competition and grow your business smarter, not harder.
Your expertise sets you apart, but your personal brand makes clients choose you. Learn how to build trust, strengthen client relationships, and position yourself as a go-to expert. Discover actionable strategies to align your brand with client needs and stand out in a competitive market.
Selling premium services can feel intimidating, but it doesn’t have to be. In this webinar, you’ll learn how to confidently pitch your offers at the right time, handle price objections without stress, and close big deals with ease. Get practical tips you can start using right away to land your dream clients!
Want to handle client conversations with ease? Learn how to prevent objections before they even come up. This session breaks down common types of resistance and shares practical, go-to scripts to build trust and guide clients confidently. Perfect for taking your advisory skills to the next level and making your approach stand out.
Learn the exact questions top advisors use to uncover client needs, build trust, and close more deals. Whether you're a financial planner, CPA, or wealth manager, this session is packed with actionable tips to help you elevate your practice.
Maximize your sales potential by mastering the art of precall preparation. This webinar equips advisors with the tools and strategies needed to approach each client interaction with confidence. Learn how to effectively research your prospects, set clear objectives, and tailor your pitch to address client-specific needs, leading to higher closing rates and stronger client relationships.
In a crowded market, differentiation is key. This session focuses on crafting irresistible offers that align with your clients’ deepest needs and desires. Discover how to combine your expertise with compelling value propositions to create offers that your clients can’t refuse, positioning you as their go-to advisor.
Business transitions are complex and fraught with challenges. This webinar provides advisors with essential knowledge about the critical phases of business transitions, from succession planning to mergers and acquisitions. Featuring Michael Valdez from the Business Transition Council (BTC) of Tampa as a guest speaker, this session offers insider perspectives and expert strategies to guide your clients through these pivotal moments, ensuring a smooth and successful transition.
Simplify your sales process with targeted strategies that bypass the chaos of traditional marketing. Learn how to leverage your existing client base, utilize referral networks, and implement simple yet effective outreach techniques to drive sales without the need for complex marketing campaigns.
Ready to accelerate your client acquisition? This webinar introduces a 90-day sprint strategy designed to attract and onboard high-value clients quickly. Learn step-by-step tactics for identifying and targeting your ideal clients, crafting compelling outreach messages, and closing deals faster than ever before.
Communication is the cornerstone of effective selling. In this webinar, discover how to adapt your communication style to resonate with different client personalities. Learn techniques to build rapport, handle objections with ease, and guide conversations towards successful service agreements, ultimately increasing your sales and client satisfaction.
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