Built for momentum. Built for you.
You've been selected to participate in Coastal Blueprint, our sales training program designed to accelerate momentum, build confidence, and sharpen sales effectiveness. This is an investment in you and in starting your journey at Coastal Wealth with clarity and purpose.
You'll focus on building your pipeline, starting conversations with confidence, positioning solutions, handling objections, closing with conviction, and delivering a strong client experience.
Build your first 200 names, master cold outreach, and create a repeatable strategy that drives real activity.
Position solutions clearly, handle common objections with confidence, and close with conviction.
Run thorough fact-finding meetings, deliver smooth client engagements, and set up next steps that move forward.
Each session builds on the last, taking you from business planning through prospecting, objection handling, and client delivery.
Creating a 12-month business plan. Revenue targets, activity goals, market strategy, and accountability structure.
Applying the 12 Week Year framework to financial services. Setting 12-week goals, weekly scorecards, and executing with urgency.
Mastering the most common objections in prospecting and sales. Framework for responding with confidence. Live practice rounds.
How to prepare for and execute joint fieldwork with a senior advisor. What to do before, during, and after the meeting.
Mastering the CRM as a business tool. Logging activity, tracking pipeline, using data to stay accountable and hit targets.
Identifying and working your personal network. Building your first 200 names, categorizing contacts, and creating outreach strategy.
Using technology to run your practice. Tools for prospecting, client management, scheduling, and communication. Led by Katarina.
How to conduct a thorough fact-finding meeting. Understanding client needs, asking the right questions, documenting key information, and setting up next steps.
Building confidence on cold calls. Scripts, tone, pacing, and how to convert cold contacts into appointments. Live practice included.
Ensuring how to run a smooth meeting, and gaining the ability to pivot when topics change.
Start your journey with clarity and purpose
Coastal WealthRegister once for the full 10-session series. You'll receive calendar invites and session details via email.