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If you’re a financial advisor, insurance producer, or other professional who has had some success in the eyes of others, but your life, your career, or both just aren’t where you want them to be…GET HELP NOW!
What do you want—professionally or personally—that you don’t have already? Whether your income is flat, your clients aren’t ideal, or there’s just too much work and too little time, if you’re truly committed to changing your situation, Sandy can help you alter your perspective and develop the skills you need to get you what you want.
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For the past 15 years, Sandy Schussel has been teaching sales professionals and business owners and their firms to earn more, work less, and find what’s missing in their lives and careers.
Through his keynote speeches, training workshops, and private coaching programs, Sandy can help get you laser-focused on your goals and take the actions you need to take to achieve the kind of success you most desire.
Let Sandy coach you—or train your team—to:
- Attract more of the kinds of clients you really want with ease—clients who are willing—and able—to pay your rates
- Develop clients who adore you and who are eager to recommend you to others
- Get more done in less time, so you’ll have more moments—and money—to spend with those you love
FROM THE BLOG
Are Your “Gatekeepers” Killing Your Client Relationships?
I had been limping around for three weeks with a pain across the top of my left foot that didn’t seem to be getting any better. I made it through five straight days on my feet for two workshops and an active vacation, but the pain did not subside. So, I finally decided to visit a local orthopedist.
It was good for [...]
Posted on December 5, 2013
The GREAT Little Marketing Secret: Send a Note Card.
Thank clients for their business. Thank them for referrals. Remind them about their appointments. And do each of these…with a handwritten note. Find an excuse to send a note card to people you meet, people who provide services to you, and people who you serve.
We have all become so accustomed to communicating by email, text, and other electronic and social-media means [...]
Posted on November 20, 2013
Small Talk, BIG SALES:
Lessons from a
Mehdi Fakharzadeh is one of the most successful insurance sales agents in history. At 92, he is still taking on and servicing clients.
Mehdi achieved his success despite starting out with a severely limited grasp of the English language and American customs. Now, at the top of his industry, he is famous throughout the world—with a following in over forty countries. [...]
Posted on November 12, 2013
Client Retention: They Changed Their Minds!!!
After two visits—a total of six hours—advisor Marianne had gotten an enthusiastic “thumbs up” from her new “almost clients”—a young professional couple with small children—to prepare a financial plan for them. The plan would specifically include some much-needed life insurance. There was no doubt the mission was going forward!
But a few days later, just before Marianne’s [...]
Posted on November 4, 2013
Throw Away Your “To Do” List
Every week, I try to provide you with a message of value—either to keep you motivated, or to help you hone your skills to get more clients—or for whatever else you want in your life. Today’s message has an almost Shakespearian relevance:
“To Do” or “NOT to Do”…That is the Question!
During my workshops, when I ask participants to [...]
Posted on October 31, 2013
TEN TIPS for Boosting Year-End Numbers
With fewer than ten weeks to go in 2013, I’ve put together a list of the most effective ideas for my financial advisor friends to boost their holiday sales. Even if you’re not a financial or insurance professional, I know you’ll find at least some of these ideas useful.
1. Keep your schedule filled with appointments. If your goal is 8 [...]
Posted on October 24, 2013
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- ~ Augie Abbatiello, Financial Services Representative
"I have been a financial advisor for over six years now. Until this year, my practice could be defined as stagnant at best. I had small growth over the years, but I was not increasing my practice at the pace I wanted. I had a good sense of why I was struggling, but I could not hit water if I fell out of a boat.
That is when I decided to make the best investment in my practice, and to work with Sandy Schussel. Working with Sandy was life changing. Together we broke down my business to the very basics. We role played conversations and scenarios that I came across in my day-to-day activities, and we looked at where my income was coming from and at what I was doing to serve my clients.
I went from having a SALES-based practice, spending tremendous time and effort with little return, to a SERVICE-based practice that is geared to my personality and gives everyone I speak to a unique client experience. I am now working with my ideal clients and my income has seen a HUGE improvement. I went from being uncomfortable and awkward in my business interactions to becoming an ally to my clients, and to finally showing my genuine passion for helping people—free of the sales jargon that always confused my message in the past.
As Sandy puts it, I went from PLEASING my clients to SERVING them. By just explaining this simple but very important concept to me, and showing me how to perfect it, Sandy enriched my life and my clients' lives tremendously.
Instead of just going through the motions, I wake each and every day excited to serve someone new, and my practice for the first time ever has consistent enthusiasm and purpose. Most of all, I am more comfortable asking my clients difficult questions about their families, their situations, and the status of my relationships with them. This has allowed me to understand the dynamic of my professional relationships and has led to more qualified referrals than ever; it has also allowed me to become even closer to my clients.
I am a more confident, productive, and enthusiastic financial services representative because of Sandy Schussel! Sandy is a true professional and someone that you can open your mind to. He doesn't just tell you what to do, he practices what he preaches. He creates a comfortable atmosphere to share ideas, uncover problems, and discover ways to thrive in your area of expertise. Sandy also has a multitude of books, articles, and resources to give you different perspectives on tailoring your practice to your specific personality and needs.
If you are willing to take a hard look in the mirror, listen to positive constructive criticism, and to change, I strongly recommend working with Sandy."
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