• Call 973-713-8854 to schedule a free 30-minute exploratory call.
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Exponential Sales Coaching

Helping financial advisors acquire more clients and more assets

ex·po·nen·tial /ˌekspəˈnen(t)SH(ə)l/ adjective: characterized by or being an extremely rapid increase (Merriam-Webster)

Are you:

  • Hitting a brick wall when it comes to developing leads?
  • Getting leads but not closing the business?
  • Finding it hard to demonstrate your value to clients?
  • Struggling to manage your time or stay focused on prospecting? 
  • Bored with the approach you’ve been using for years but not sure what to do instead?
  • Really uncomfortable asking for referrals?

If you’re a financial advisor looking to redefine what it means to be successful, you’ve come to the right place.

As  founder of Exponential Sales Coaching,  my approach focuses on creating the opportunities that result in additional business. I understand that prospecting can be a huge challenge – even for the most seasoned producers. If you are disappointed in your sales, searching for ways to build a better referral stream, or struggling to sustain your passion for the business – I’ll help you push – and push past – the roadblocks that are keeping you stuck. 

What drives exponential sales growth?

  • Relationships are what drive business success across the board: with clients, prospects, your boss, your assistant, not to mention family and friends.
  • Communication is the largest single factor that determines these relationships.
  • Asking and listening skills are what fuel effective communication.

Exponential Sales Coaching helps financial advisors perfect the asking and listening skills that will result in exponential growth of clients and assets.

Perfect the strategies and skills that lead to success.

An effective sales strategy begins with understanding why prospects buy and overcoming the fear of rejection. By challenging you to visualize the rewards, eliminate negative thinking, and develop an effective approach to understanding each prospect’s needs and concerns, you will gain the skills and the confidence to ask for what you want – and the focus to stay on track with your goals.

The result? More of what you want out of life.

Trying to decide if Exponential Sales Coaching is the right fit for you?
Call 973-713-8854 to schedule a free 30-minute exploratory call.

I’ve been a financial advisor for 15 years and initially had reservations about hiring a coach. I wanted someone to help me raise the bar and step out of my comfort zone and it turned out Jim was a master at this. He actually listened to what I was saying and redirected my focus in ways that were tailored to work for me.
As a result, I was able to bring in several million dollars of new assets in a very short period of time.
Patricia K. Van Kirk
CFP®, CIMA® Wealth Management Advisor, PIA Portfolio Advisor, Merrill Lynch

About Jim

Jim Charette is a sought after sales coach, author, and speaker. A persuasive communicator, innovative trainer and motivational advocate, Jim has coached hundreds of sales professionals over the past 20 years and has a reputation for consistently holding his clients accountable for implementing acquired knowledge and skills.

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Contact Info

Phone: 973-713-8854
E-mail: jim@jimcharette.com

Get the Book

The Answer is Yes But First You Have to Ask has empowered countless readers to create significant – and often life-changing – opportunities. Get the book.
(c) 2020 Jim Charette
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Jim Charette