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Sandler Training | El Segundo, CA

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BOOST Financial Sales

Online Training and Coaching

Financial Service Professionals

Get the Competitive Edge

Our New Advisor Launch Accelerator combines the best of Sandler into an online training program with coaching from BOOST.

23 Online lessons, 56 videos and worksheets focus on 3 main areas of success:

  • Prospecting - Creating a real business plan
  • Qualifying - Finding the right clients for your firm
  • Closing - Questioning and communication tools for lifelong success

At BOOST, we partner with your management in a participant coaching session at the end of each module. This ensures they keep your company values, language, branding and guidelines as they transform with confidence.

Ideal for new hires, or seasoned advisors that aren't bringing in new business.

Online Training and Coaching

New Advisor Launch Accelerator

Designed for:

  • Investment Advisors
  • Insurance Producers
  • Estate Planning
  • Any advisor with lifecycle service sales

Used By:

  • MassMutual
  • Wells Fargo
  • Merrill Lynch
  • Nationwide Insurance