Masterclass
Next Success Masterclass Starts in January 2024. Secure your spot today, because my masterclasses fill out fast.
Sandro is something of a veteran of the financial service profession, having run his own business – Forte Financial – for over 30 years.
Unwilling to accept a ‘numbers game’ approach to acquiring new clients he set out to improve – somewhat dramatically – every aspect of the client acquisition, onboarding, preservation and service process. The result? A business which has grown exponentially, with sales records being smashed year after year.
Sandro’s incredible presence and corporate success led to calls from every part of the world to share his secrets. As a consequence, he has now spoken in 85 countries and coached over 400,000 advisers improving performance in the process.
Success Masterclass is packed with transferable and highly effective ideas which will take a participant’s production to a new level – guaranteed!
These ten week sessions will be game changing for those who are really serious about success in this profession.
My marketing and sales ideas, developed from the successful strategies in my own business, are original and easy to implement.
Sandro Forte
MASTERCLASS SESSION TOPICS
This ten week, interactive, fun workshop GUARANTEES success – a minimum 30% increase in production in just
90 days. The content on this hugely popular programme, now revised
and updated includes:
CREATING A POSITIVE BELIEF SYSTEM
Building and maintaining a belief system will create a foundation for success by deeply embedding a winning mentality and subconsciously learning how to be the very best you can be, just as you learned the other skills you now call habits. A positive mindset is fundamental to success.
BECOME A BRILLIANT COMMUNICATOR
From getting every prospect to ‘yes’ on the telephone and engaging more effectively through social media to engaging successfully amongst different demographics, this session will transform the way you interact in any social or business situation.
PROSPECTING & MARKETING MADE EASY
Develop a powerful marketing engine, learning how to create new client opportunities from fact finding, advocate clients, professional connections, social media and a range of other activities to ensure your diary is always full.
DEVELOP & COMPELLING PROPOSITION
‘Positioning’ is the most important part of the client onboarding process; without a ‘process of engagement’ you open yourself up to objections, procrastination and multiple-meetings. Learn how to stay in control of the entire process, so that more prospective clients want to engage with you.
OBJECTION HANDLING/THE PSYCHOLOGY OF SALES
Why do some prospective clients say ‘yes’ and some say ‘no?’ To create a greater number of opportunities, helping more people, overcoming objections (or preventing them in the first place) it is essential to build unconditional client engagement. This session will show you how.
FACT FINDING & EFFECTIVE QUESTIONING
Generate at least 2 new client introductions from each fact finding meeting and grow your revenue and client numbers fast. Know what to say and when to say it to create fuller disclosure and better outcomes.
MULTIPLE SELLING/UPSELLING/DOWN-SELLING AND CROSS-SELLING
Multiple selling requires a particular skill set, which this session will cover in detail. Understanding when to present multiple solutions and when to defer an opportunity is an essential part of embedding trust and confidence.
PRESENTATION MEETING/CLOSING
In this session you will understand the importance of adopting a systematic process needed to present an effective solution, which a prospective client will accept. Learn the 5-step closing method to substantially increase ratios.
‘THE BUSINESS PROCESS’
How to create a unique business model and an end-to-end process which will ensure you create a ‘value’ proposition and a compelling business model, designed to attract new clients, increase profitability and add greater business efficiency.
BUILD A WORLD CLASS SERVICE PROPOSITION
With regulation tightening and the very real threat of ongoing revenues being reduced unless service can be demonstrated, this session will show you how to build a service-based business which will improve retention and grow future business value.
HOW TO WRITE AMAZING LETTERS & MESSAGES
If you’ve ever thought about what to write in order to create a new opportunity, handle an objection, seek personal introductions or simply achieve a particular outcome than this session will provide you with all the skills and knowledge to be a fantastic wordsmith.
HOW TO SELL INVESTMENTS & LARGE CASES
Thirty-one years of experience packed into two hours: Everything you need to know about advising HNW and corporate clients!
CASE STUDIES
To compliment the other modules, this session examines multiple ‘real-life’ cases so that good, practical knowledge of the ‘dos and don’ts’ of succeeding in increasing
GOAL SETTING & ACTION PLANNING
There is never success without a clear and well executed plan. Understand how to use personal and business goal setting to create a template for substantially increasing revenue.
Q&A
This session, available exclusively for those who have committed to all fourteen previous modules, will provide live coaching across a multitude of different business matters, as dictated by the group.
"The whole group who attended were literally blown away (so blown away that a group of us are pulling out all the stops to get him here to run a full Masterclass) by Sandro’s content and totally inspirational delivery. Quite honestly, I’ve never seen anything like it before and I’ve been in the industry with plenty of exposure to all sorts of speakers over the last 9 years. Since implementing only a handful of the techniques gleaned from Sandro’s workshop, I’ve had back to back appointments booked out two weeks in advance. Perhaps more exciting than this, is the process of self-reflection that began after being exposed to Sandro and the process I’ve now put in place to ensure I get to do what I love and write more business at the same time."
Abby Burns
"Sandro’s ability to interweave his personal story of hardship and triumph along with his message about building a world class business is second to none. He has a polished stage presence and does a fantastic job of interacting with an audience. Whether you’re new to your business or a seasoned veteran, Sandro has something valuable that you can take away and start implementing tomorrow to reach new levels of success."
Jeremy Schmidt
IS THE MASTERCLASS RIGHT FOR YOU?
In addition to what is always a fun and very interactive programme Sandro will support all attendees with email coaching over a 6 month period to ensure they achieve a minimum 30% production increase guarantee. Sandro has NEVER had a single person who has followed this track fail; one person even achieved a 327% increase in sales in just 90 days!!
The investment made by each attendee (NB: not the company; advisers do not take it seriously if they do not invest personally) can be offered to you on a discounted depending on the number of attendees.
Sandro Forte offers a personal guarantee that each participant of the Success Masterclass will increase their productivity* by a minimum of 30% within just 90 days, subject to all the Success Masterclass being learned and implemented.
In the very unlikely event the minimum performance target is not reached Sandro Forte will provide personal coaching, at his own cost, until the minimum production increase has bern achieved or a full refund of the amount of the individual’s investment in the Success Masterclass.
* Based on previous 12 months production or income figures