"Rob has taught us how to effectively qualify—and just as importantly, disqualify—prospects using a powerful combination of behavioral insights, techniques, and attitude coaching. The systems, language, and structure we developed with him have been integral to scaling our practice consistently and predictably."

Result

From 50 to 500+ financial plans a year

"[We] began working with Rob Fishman and the Sandler team in March of 2017. At that time, our practice was completing roughly 50 financial plans per year.

Today, we are producing well over 500 annually and rank among the top 50 Ameriprise practices nationwide for financial planning.

Our assets under management have also grown substantially through stronger client acquisition—growth directly tied to the disciplines, processes, and mindset we learned from Sandler.

Sandler’s coaching has not only generated results, but it has also given our entire team confidence. Whether we’re meeting with brand‑new prospects or working with long‑standing clients, we now have a repeatable process that doesn’t feel or sound “salesy.”

I would highly recommend Rob and his Sandler team to any financial advisor or firm looking to elevate their sales skills, strengthen their process, and build a high‑performing organization with both confidence and clarity."

"Working with Rob opened my eyes. I began to see the why of what works, and what doesn't. Conversations and interactions that used to fall flat now blossomed into meaningful interactions. My junior associates had more confidence to tackle challenging topics and conversations. Clients felt comfortable following through with our advice. While previous sales training felt like manipulation, the Sandler system felt like meaningful, caring interactions."