Strengthen the Skills That Drive Advisor Success

• Strategies to expand your network and generate favorable introductions
• Stronger questioning skills to build trust, uncover what truly matters, and create urgency
• Practical, proven language utilized by top-performing advisors
• Skills you can immediately apply to strengthen relationships and grow your practice

Who Should Attend?

• Newer Advisors - Build confidence, develop structure, and strengthen the foundational skills that support long-term success.
• Growth-Oriented Advisors - Create greater consistency in business development activities and client conversations.
• Experienced Advisors - Refresh your approach, sharpen critical skills, and gain new strategies for creating momentum and growth.

Most Advisor Training Teaches What to Know.
SkillSet Helps You Master What to Do.

While product knowledge and technical expertise are essential, SkillSet focuses on the conversations, behaviors, and relationship-building skills that help advisors turn knowledge into action.

Through interactive learning, guided practice, and real-world application, participants develop skills they can immediately apply to strengthen client relationships and grow their business.

Frequently Asked Questions

Who is SkillSet designed for?

SkillSet is designed for financial professionals at every stage of their career - from newer advisors building confidence and structure to experienced advisors looking to sharpen their approach and create new momentum.

What will I learn?

Participants strengthen two critical areas of advisor success: Business Development Strategies and Collaborative Discovery™. The program focuses on generating new opportunities, building trust, uncovering client needs, and helping clients take meaningful action.

How is SkillSet different from other advisor training programs?

Most advisor development programs focus on products, planning concepts, technical knowledge, or compliance requirements. SkillSet focuses on the conversations, behaviors, and relationship-building skills that help advisors translate knowledge into results.

Will I be able to use what I learn immediately?

Yes. Participants leave with proven language, tools, and techniques they can begin using immediately in prospecting, discovery conversations, and client meetings.

Is SkillSet only for newer advisors?

No. Newer advisors benefit from the structure and confidence it provides, while experienced advisors gain fresh perspectives, refined techniques, and strategies that help elevate their practice.

How is the program delivered?

SkillSet is being offered through NAIFA National as an open enrollment, live, interactive virtual classroom experience.

What makes the Trustworthy Selling approach effective?

Trustworthy Selling is the only sales effectiveness program built specifically for the insurance and financial services industry. The Trustworthy Selling approach combines research-backed insights, proven advisor behaviors, guided practice, and reinforcement to help create lasting behavior change and stronger client relationships.