10 Best Financial Advisor Sales Training Programs

Successful financial advisors recognize the importance of maintaining a steady stream of new clients to keep their businesses running smoothly. Developing sales skills is essential for bringing in new business and encouraging clients to entrust you with their financial goals. If you are not a natural salesperson or you simply want to elevate your game, an investment in professional sales training may help. The best financial advisor sales training programs are designed to produce results tailored specifically to your personality type and sales style.

SmartAsset’s Advisor Marketing Platform offers financial advisors beneficial services, such as client lead generation, automated marketing and more. Learn about SmartAsset AMP today.

Benefits of Sales Training for Financial Advisors

Completing a sales training program requires both time and money, so it’s important to ensure that youCompleting a sales training program requires both time and money, so it is important to ensure you get a solid return on your investment. 

The best financial advisor sales training programs focus on several key areas.

• Developing intuitive skills to help you better understand your client’s needs and how to meet them.
• Fostering better communication with both your clients and your colleagues.
• Building confidence in your skills so you can approach selling without feeling intimidated.
• Tracking industry developments and changes so you can more effectively serve your clients.
• Cultivating a unique value proposition that allows you to stand out from the crowd while keeping pace with the competition.
• Setting realistic goals for business growth and developing clear strategies to achieve them.

Sales training is not a requirement to become a financial advisor, but it may be worth considering if you are not generating as many new leads as you would like or if you feel your business is stagnating. 

A sales training program can offer a fresh perspective and introduce proven strategies for new client acquisition that you may have overlooked.      

Data and Methodology

We identified the plan options below through exhaustive research and analysis of financial advisor sales training. They are listed in an order that’s in direct correlation with their individual composite score based on our methodology, which includes how much the courses cost and the length of time it requires to complete the course.

1. Don Connelly 24/7

Don Connelly has built a reputation over the last few decades as one of the most influential speakers and coaches in the financial services industry. His Don Connelly 24/7 program packages decades of his experience into on-demand lessons, serving as an accessible training resource for financial advisors at any stage of their career. Unlike broad business sales courses, this platform is tailored specifically for advisors who want to deepen client trust, improve communication skills and grow their client base.

The Don Connelly 24/7 program is designed as a membership-based service, giving members access to a library of audio and video lessons, as well as client-ready presentations and motivational content. The materials can be revisited at any time, offering ongoing reinforcement rather than a one-time workshop experience. 

This continuous learning model makes it especially useful for advisors looking to steadily refine their skills while balancing a busy client schedule.

2. The Cates Academy

The Cates Academy is known for its high-level, boutique approach to financial advisor development. 

Unlike broad, one-size-fits-all sales programs, this academy is designed for experienced advisors who want to elevate their client engagement and business growth strategies. It focuses on sharpening skills around client acquisition, communication and relationship management, all while maintaining the professionalism expected of top advisors.

The Academy offers both online-based programs and one-on-one coaching calls over Zoom, allowing advisors to learn in an interactive and collaborative setting. Participants often work through case studies, role-playing exercises and peer discussions that mimic real-world client scenarios. 

This hands-on format makes the lessons highly practical, giving advisors the confidence to apply new techniques immediately in their client meetings.

3. The Weylman Center

The Weylman Center, founded by industry expert Richard Weylman, is widely respected for its success in helping financial advisors grow their practices through specialized, research-driven training. 

The program emphasizes strategies for building credibility and influence with affluent clients, a market segment that requires a distinct approach. Advisors who participate gain insight into not only how to attract these clients but also how to sustain long-term, trust-based relationships.

The Weylman Center offers a blend of digital resources, live coaching and community forums, making it a flexible program for busy advisors. Online modules provide self-paced learning, while sales scripts and marketing webinars give advisors the chance to further improve their skills.

4. Sandler (Essentials Bootcamp)

Sandler Systems has long been recognized as a leader in professional sales education, and its Sandler Solutions programs adapt that expertise for financial advisors. 

Multiple financial advisor sales training programs are available, as well as two leadership programs. Advisors can choose the type of learning environment that works best for them, with options that include self-paced online sessions, instructor-led classes or an ongoing coaching and reinforcement model dedicated to long-term professional growth. 

Whatever your choice, these programs deliver a structured system for prospecting, qualifying and closing that advisors can apply directly to their client interactions. At the heart of the Sandler approach is the idea that effective selling means guiding prospects to uncover their own needs, rather than pushing a product or service. Advisors learn how to ask the right questions, listen actively and establish equal footing in client conversations. 

This not only makes the sales process more comfortable but also positions advisors as problem-solvers who add genuine value to their clients’ financial lives.

5. Advisorist

Advisorist stands out as a training platform that blends sales coaching with modern digital marketing strategies. 

Designed specifically for financial advisor sales training, it helps professionals generate qualified leads, build automated marketing funnels and convert prospects into loyal clients. Unlike traditional sales programs, Advisorist leans heavily on technology to streamline outreach and improve efficiency.

The program emphasizes the power of webinars, email campaigns and online events as marketing tools to attract and educate potential clients. Advisors are guided through strategies for creating content that resonates with their target audience, while also learning how to automate follow-ups to nurture leads over time. 

By integrating marketing with sales, Advisorist enables advisors to scale their efforts without relying solely on face-to-face networking.

6. Bill Good Marketing

Bill Good Marketing has built its reputation on helping financial advisors develop repeatable systems for prospecting, client retention and practice management. 

The program is rooted in a methodology called the “Bill Good System,” which combines marketing strategies with disciplined sales processes. Its goal is to give advisors a structured framework for growing their practices without relying solely on unpredictable referrals.

A hallmark of the program is Altitude, its proprietary AI-based CRM program. Using over 118 tested practices, you can build a personal marketing plan with over 4,000 pieces of content to integrate into market updates, custom client correspondence and targeted email sequences. 

You can step up your knowledge with personal coaching to grow your business. Its step-by-step approach will teach advisors best practices, including its exclusive Wilson Campaign. Advisors can also access a whole library of articles, webinars and guidebooks to advance their skills. If you have time to spare, there is also the Asset Allocator, an intensive three-and-a-half-day course specifically designed to increase sales and drive business growth. 

This combination of ready-made materials and personalized guidance makes the program both accessible and actionable for financial advisors seeking versatility.

7. The Taylor Method

The Taylor Method is designed to teach financial advisors the sales skills they need to sell solutions to their clients. 

The essential elements of the training center on effective prospecting, handling objections and decreasing your closing time. If you are struggling in these areas, the Taylor Method can help you crack the code to attract more clients.

Financial advisors have the option of two packages, the Essential Sales Foundation and Advanced Sales Mastery. The Advanced program contains two curricula instead of Essential’s single option, with over 60 hours of content as opposed to about 10 with Essentials. 

With Advanced, you also receive direct access to Eszylfie Taylor so you can learn from the master himself. 

8. Carson Coaching

Carson Coaching is recognized as one of the most comprehensive advisor training platforms in the industry. 

Rather than focusing solely on sales tactics, it takes a holistic approach to advisor development by blending business strategy with client service and personal growth. This makes it especially valuable for advisors who want to build sustainable practices while improving the overall client experience.

Beyond one-on-one coaching, Carson Coaching provides access to a network of peers and industry experts. Advisors can collaborate and share insights while remaining accountable through regular group sessions. 

This sense of community helps participants remain motivated while also exposing them to innovative strategies that others are successfully using in the field.

9. CEG Worldwide

CEG Worldwide has built its reputation as a premier coaching program for financial advisors wanting to elevate their practices to the highest levels. 

The firm specializes in helping advisors transition from serving a broad base of clients to focusing on high-net-worth and ultra-high-net-worth households. By teaching strategies that target high-net-worth markets, CEG Worldwide positions advisors to grow both revenue and influence.

This financial advisor sales training program combines personalized coaching with group learning experiences. Advisors receive one-on-one guidance from seasoned coaches while also benefiting from workshops and mastermind groups where they can exchange ideas with peers. 

This mix of individualized attention and collaborative learning fosters accountability and accelerates skill development.

10. Oechsli Institute 

The Oechsli Institute has long been recognized for its expertise in helping financial advisors attract and retain affluent clients. 

Its programs are tailored to the unique challenges of working with high-net-worth clients. They place a strong emphasis on building trust, deepening relationships and positioning advisors as indispensable partners in their clients’ financial lives.

What sets the Oechsli Institute apart is its dedication to ongoing research into the behaviors and preferences of wealthy investors. The curriculum reflects these insights, teaching advisors exactly how affluent clients make decisions, what they expect from advisors and how advisors can differentiate themselves in a crowded marketplace. 

This evidence-based approach ensures that participants utilize learning strategies that align with real-world client expectations.

How to Choose a Sales Training Program

When searching for the best financial advisor sales training program, these criteria can help you evaluate different options. 

• Program length: Some training programs run longer than others, so it is important to consider how much time you can realistically commit. The program that you choose should be flexible enough to fit your busy schedule.  
• Format: Format can also make a difference, as not everyone learns the same way. For example, workbook-based training may not be ideal if you prefer to learn through videos or virtual events.
• Cost: Sales training can easily cost several hundred dollars, with some programs requiring an investment of $1,000 or more. It is a good idea to compare your investment for sales training against the kind of return you expect to receive to see if it is worth it.
• Transparency: A good financial advisor sales training program should be able to answer any questions you may have upfront. This includes details about how the program works and the type of results it has generated for past participants.
• Reputation and legitimacy: If someone is making claims about producing big results for their students, it is wise to double-check their validity. Testimonials and reviews from advisors who have completed the training can shed some light on both the program and its creator.

Finally, consider the program’s approach and the types of sales strategies it employs. No matter how highly rated a training program may be, it could still be the wrong match for you if its tactics do not align with your personality type or values.

SmartAsset AMP for Growing Your AUM

Before you can judge the efficacy of your new sales strategy, you first must obtain as many leads as you can. Financial advisor sales programs are great for improving your relationships with potential clients, but they won’t be effective if you don’t have clients in the first place. Be sure to prioritize a training program that teaches you the right method to bring in a consistent flow of potential clients. 

One of the ways to do this is through an online lead generation service. SmartAsset AMP is an end-to-end marking solution for fiduciary financial advisors. The platform spans a wide range of services for advisors, but its main goal is to generate client referrals and then convert those referrals into clients SmartAsset AMP can provide advisors with up to 120, 276 or 540 client referrals per year, depending on the package tier they select.

Bottom Line

Sales training can be a stepping stone for finding success as a financial advisor, but it is essential to choose the right program for your needs and future goals. To find the best financial advisor sales training program to suit your business style, be sure to compare different sales training programs so you can better understand how to offer the best financial services to your growing clientele.

Tips for Growing Your Advisory Business

• Growing your firm is vital and sales is only part of the picture — you also need more leads. SmartAsset AMP (Advisor Marketing Platform) is a holistic marketing service financial advisors can use for client lead generation and automated marketing. Sign up for a free demo to explore how SmartAsset AMP can help you expand your practice’s marketing operation. Get started today.
• Digital marketing can be an effective way to cultivate your brand image and connect with new clients. Creating content for social media platforms and cultivating an email list are two examples of ways to leverage the potential of marketing your business online.

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