
Sales career coaching
![[team] image of teamwork in the studio](https://cdn.prod.website-files.com/69eabd950609be43e33a122e/69eabe843706639c858ab48c_92c651f0-93c9-45b5-b9a8-9420ffa1ff59.avif)
Sharpen openers, discovery, and phone presence so you convert more conversations into qualified appointments, hit your numbers consistently, and build a clear case for promotion. I led inside sales teams of up to 18 reps that beat goal two years running.
![[interface] image of dashboard display (for an ai fintech company)](https://cdn.prod.website-files.com/69eabd950609be43e33a122e/69eabe843706639c858ab4ec_3491623a-3dba-4fb0-9851-9f563ee2844e.avif)
Deeper discovery, tighter qualification, stronger demos, and cleaner pipeline. We review your real calls and deals, not hypotheticals.

For advisors, planners, bankers, and other client-facing pros where trust drives revenue. Run consultative money conversations, uncover what really matters to clients, and grow assets and referrals without feeling salesy. Built on my years as a CRPC investment advisor and banker.

Make the jump from top performer to leader, or land the next role: one-on-ones, call coaching, mock interviews, and a 30-60-90 plan that ties your numbers to the impact you'll make.
Straight answers before we talk
SDRs, BDRs, inside sales reps, AEs, financial advisors and other professional-services pros, and new or aspiring sales managers who want a faster, more intentional path forward.
We'll talk through your goals on the first call and pick a format that fits, from a single focused session to ongoing coaching.
I build SDR and AE onboarding, certification, and coaching programs for a living. You get the same frameworks and scorecards used to develop whole teams, applied to you.
Evenings and Saturdays, over video.
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