Total Sales Mastery

The complete on-demand system to build your sales confidence and serve more clients at premium value.

Total Sales Mastery is a comprehensive 8-week sales training and coaching program built exclusively for trusted advisors — estate planning attorneys, financial advisors, CPAs, and professionals who want to sell with both authority and integrity.

Through the T.R.U.S.T. Selling Framework (True Intentions, Rapport, Uncover, Size Up, True Solution), you’ll learn how to:

  • Guide client conversations with confidence and clarity

  • Charge and defend premium fees without hesitation

  • Uncover deeper client needs through strategic questioning

  • Handle objections with empathy and authority

  • Build a repeatable, scalable sales process rooted in trust

Choose Your Enrollment Plan

Individual Seat

For Solo Advisors / Primary Rainmaker

Team Enrollment (2 Seats)

For Firms With Two Sales Facing Roles

Enroll The Team and Create a Sales Culture

Custom Enrollment
Academy Only

Learn More About Enrolling In
The Online Academy

Enrollment includes:

✅ Full access to the online academy

✅ Workbooks, handouts, and sales scripts

✅ Weekly accountability assignments

✅ Tools like discovery question cheat sheets, role-play guides, and reflection journals

✅ Access into our Sales Mastermind group coaching (Tuesdays at 12pm EST

This isn’t sales training as usual. It’s leadership training that transforms how you serve clients and how they say “yes.”