WMS - AUM

The Win More Sales program is a hands-on sales training course designed specifically for financial advisors to increase client acquisition and grow assets under management. Delivered across eight modules and reinforced with action-based assignments, the course builds skills in client communication, personal branding, objection handling, and digital marketing. Advisors learn a repeatable, advisor-specific sales process and practical tools—from persuasive language techniques to referral strategies—empowering them to connect with clients more deeply and close with confidence

• Course
• By Zach Nissen