Elevating your sales success.
We turn your investment in sales training into sustainable skills & measurable results.
We are a licensed distributor and authorized trainer for Kevin F. Davis’ award-winning sales team leader and sales advisor training programs – Slow Down, Sell Faster!® and Sales Manager's Guide to Greatness®.
Through live and leader facilitated webinars and personalized coaching programs, we draw on over two decades of experience selling to the discerning buyer making $100,000 to over $100 million buying decisions.
How we help you succeed:
Our Programs
Sales Advisor Training:
Slow Down, Sell Faster!®
Self-paced online learning + Expert-Led MasterClasses
Learn MoreWhat this program is about:
When your sales process is out of synch with the client’s buying process, new client acquisition or sales opportunities stall or die:
What's Included:
- Eight themed modules comprised of 41 ten minute instructional videos
- Self-directed activities and quizzes
- Tool kit with 18 implementation aids and templates
- Live webinar kick-off, debrief and call-to-action sessions
- Post training impact surveys and assessment
- One year access to on-line modules for participant review and local reinforcement
Sales Leadership Training:
Sales Manager's Guide to Greatness®
Improving the skill and effectiveness of your sales leaders will exponentially impact the skill and growth of your entire sales team.
Learn MoreWhat this program is about:
Sales Skills ≠ Leadership Skills
What's Included:
- Eight themed modules comprised of 38 ten minute instructional videos
- Self-directed activities and quizzes
- Tool kit with 18 implementation aids and templates
- Live webinar kick-off, debrief and call-to-action sessions
- Post training impact surveys and assessment
- One year access to on-line modules for participant review and local reinforcement
Individual or Client-Team Coaching
This highly tailored coaching program is designed for advisors who want to accelerate their business growth.
Through structured conversation, business analysis and diagnosis, we target your business goals and develop specific strategies and tactics to unleash your growth.
Areas our clients seek improvement:
- New client acquisition strategies
- Approaches to expand existing relationships
- Strategic introductions from clients, partners & COIs
- Targeted growth in: investment management, fiduciary services, insurance, custom credit, and more
- Consistency in year-over-year performance
Founder & Head of Training
Meet Shawn McElmoyl
Developing people through creative and challenging coaching and training is in my blood. As a young Army officer leading an artillery battery, I was recognized for exceptional training skills. More recently a retiring wealth advisor said my innovative coaching had a greater impact on him than any coach in his 42-year career. In practice, I've coached teams to win multiple $100 million+ wealth management relationships.
After building, leading, and coaching wealth management teams for over two decades, I’ve identified key challenges faced by leaders and advisors. These challenges sparked my vision for Affluent Strategies – a sales leader and advisor training and coaching company that crushes obstacles to sales growth.
My tactical, laser-focused training and coaching will help you overcome challenges, produce sales growth, and create success stories for you and your team of revenue-generating professionals.
Let's talk!
Get in Touch
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