Course Overview

Description: This course will help you reframe the way you look at sales and help you focus on selling as a service. You’ll learn how to build on relationship skills you already have, view sales as an opportunity to solve problems for your clients, and better understand prospects’ and clients’ minds. Learn why defining a niche helps you focus and market to a specific demographic who see you as an expert in the areas where they need help. This course also includes the following worksheets and handouts:


  1. Selling for the Non-Sales Professional 
  2. Assessing Advisor Websites Worksheet
  3. Selling Self Assessment Worksheet 

Learning Objectives/Outcomes: After taking this course, you’ll be able to: 

  1. Reframe the concept of selling 
  2. Begin to view yourself as a natural salesperson 
  3. Clarify your natural niche to differentiate yourself in the market  

Intended Audience: Advisors beginning to hone their sales skills and select a niche.