Your Clients Compared You To A Robo-Advisor Before They Ever Called
Prospects show up having run the numbers on a low-fee platform, asked an AI tool what to do with their 401(k), and read three articles telling them they don't need a planner at all. If the conversation turns to fees, you've already lost it.
Most planners got into this work to help people, not to sell. But a practice that doesn't add new clients doesn't grow, and a planner who can only describe services ends up competing on price.
The planners who keep growing do something different. They stop presenting themselves as the expert with the answers and make the client the hero of their own financial story. They guide the client through the decisions that matter, and the value is clear long before the fee comes up.
Kevin Sidebottom is an introverted electrical engineer who spent over 20 years in sales. He equips advisory teams with a repeatable process, not a pep talk.
Recommended Programs
Sell More Without Selling Harder
For planners who need to win informed prospects on value, not fees. Your team learns to position the client as the hero and themselves as the guide, so referrals start coming without being asked for. See the keynote
The Success Ladder
For high-performing advisors carrying heavy books and long hours. Sustain performance without burning out your best people. See the keynote
The Sales Process Uncovered (Workshop)
A hands-on follow-on that gives your advisors a step-by-step process for every prospect conversation. See the workshop
Bring Kevin To Your Next Event
Keynotes for conferences, kickoffs, and leadership summits. Half-day and full-day trainings for your team. Live or virtual.
Tell Kevin about your event and he'll tell you which program fits your audience. Check Kevin's availability
Kevin@kevinsidebottom.com · 419-377-0161