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.
CO-HOSTS
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.
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.
HOW DO YOU BECOME THE
TRUSTED ADVISOR?
It's not enough just to understand your client's business and help them solve the problems they bring to you. You must dive deep into the challenges they don't see and provide insights on opportunities.
Dive into the world of strategic goal setting and smart planning, where the insights and techniques you pick up empower you to navigate your clients through the intricacies of business planning confidently and precisely.
This newfound mastery in tackling common challenges and prioritizing tasks not only boosts your advisory prowess but also cements your status as a reliable beacon of guidance and insight in the business realm.
Live Webinar Session has ended now.
