Sales Reveler

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Sales Reveler, Coach, Winnipeg, MB.

👩‍💼Helping Financial Advisors Get The RIGHT Clients
🔥Ex-Advisor Teaching Consultative Sales
💰Grow Your Skills, Build Your Biz
👇Resources for Advisors

https://www.thepersonalcoach.ca/pipelinetoprofit

04/29/2026

One of the biggest mistakes I see financial advisors make is giving up after 1-2 follow ups.

Think about it, your lead isn't sitting around waiting for your call. They are living life! Financials decisions also require a ton of trust and thought and there is often multiple conversations and meetings that need to happen.

Here are two things you can implement in your follow up process 👇

📍 Build trust through repetition. Stay consistent and make sure your touch points have value to them. You have to give the person something they can use/implement themselves.

Which leads me to my next point:

📍 Keep your CRM up to date and "batch" your leads so you can make similar calls/emails and not waste time figuring out what to say to each one.

You're not being annoying, it’s professional and done the right way, follow-up is actually a form of service and leadership. This is where you'll stand out because most advisors simply don’t stay in the game long enough.

In week 4 of our sales training program, Pipeline To Profit, we discussed why follow up is important, scripting and different ways advisors can follow up without being pushy or salesy.

Check out our program below! ⬇️

04/20/2026

I coached an advisor who met someone that had just won 1.2 million in the lottery.

The prospect was VERY clear: “I’m spreading my money across multiple advisors.”

A few conversations later, he invested 100% of his winnings with the advisor resulting in $9,000 in revenue.

Why?

This advisor didn’t try to “win the deal.” He focused on understanding the prospect better than anyone else using strategies he learned in Pipeline To Profit and from our 1:1 coaching.

Instead of jumping into solutions, ask this 👇

“What would make you feel confident choosing one advisor vs. spreading it out?”

That one question does 2 things:
✅ Uncovers what actually matters to the client
✅ Positions you as consultative (not transactional)

If you’re a financial advisor new to the industry and want to increase your leads to earn more business, take a listen the full podcast here

👉 https://lnkd.in/eDbAJyUG

04/10/2026

I would stop reacting to my business and focus on my vision.

I was busy, but not intentional and it was leading me down a path of 16 hour days and most of those hours were not productive.

Then my mentor asked me: “Lisa, what vision do you have for yourself both professionally and personally?”

Once I got clear on my vision, it completely changed the way I built my business moving forward. I had focus, I had clarity and I had a purpose and guess what? I started to attract and close more business!

Let me ask you:

👉 Do you know exactly how much income you want in 3 years?
👉 Do you know what your ideal client actually looks like?
👉 Do you know what your team should look like or if you even need one?
👉 Do you know what your clients should VALUE most about working with you?

If you hesitated… that’s the gap.

If your business doesn’t match the life you want then it’s time to redefine your vision.

03/31/2026

No one in the financial industry actually talks about how tough it really is to build and scale a business.

Last week, I was honoured to be a speaker for the Business Builder Summit aimed at Financial Advisors and Tax Accountants.

I myself, took away pure gold nuggets dropped by the other speakers that will forever change how I run my own business.

The one that hit the hardest:

👉 “The biggest risk for advisors is the failure to put good ideas into action.”

The one as a coach I see the most:

👉 Most advisors take a tactical approach to their business vs. having a PLAN first then putting together a strategy.

This was an exciting partnership and thank you to all who joined in!