What you actually sell
- Map the difference between what you sell and what your clients buy
- A working definition of the relationship business you're in
- Audit one current client conversation against the new frame
A five-week cohort for financial advisors and relationship-based sellers who want to move past selling products into leading conversations that change how clients think about money — and the work of a life.
Every cohort starts with one question.
Most advisors lead with what — products, allocations, projections. That works for the first ten minutes of any client meeting and then it stops working. The cohort starts with the question that doesn’t stop working.
The five weeks build a frame around it: how to ask it, how to listen for the four common answers and the one that isn’t, how to keep your own conviction steady when the market doesn’t. By the end, you don’t need a new pitch. You need a new way to sit in the room.
One module per week. Released Monday, live midweek, field assignment by Friday. Five weeks is short enough to finish and long enough to change the shape of how you work.
Tuition is set per cohort and shared with applicants directly. We keep pricing private to keep the application about fit, not cost.
Five focused modules. Released Monday, live midweek, field assignment by Friday.
Small enough that everyone is heard. Application required so the room is the right room.
Live session, async lessons, and a real client conversation as homework. No filler.
Async questions answered by Nirmal personally during the cohort. No assistants, no delegation.
We read every application personally. Expect a reply within five business days. If we’d like to talk further, we’ll send a calendar link.