Professionals

Education

My Sales Ally provides educational presentations to financial advisors on a range of topics from long term care to college savings. Many of the presentations are worth CE credits for Certified Financial Planners. To receive notice of upcoming presentations, we encourage you to white list us in your email client (e.g. Outlook).

Networking

In part, My Sales Ally is intended to foster relationships between professionals with like complimentary skills and like values that may prove to be mutually beneficial. The benefits may include adding new trusted advisors to your team to developing relationships with other professionals marketing in your local market that may open doors to new markets and opportunities for you.

Sales Tips

Selling financial advice is a unique proposition but the need for a sales process is universal. From time-to-time we will share ideas on best practices for finding clients, qualifying, how to distinguish yourself, and more.