The Prospecting Huddle


Are you struggling to compete with larger producers who have well-established practices and more connections? Do you want to take your practice to the next level, but you’re not sure what the next steps are you need to take? Join your peers in The Prospecting Huddle to learn proven strategies used by top advisors to grow their practices.  

This 14-month, highly interactive program teaches effective communication skills that can help you overcome objections and deliver a message that will bring prospects to your door. You’ll learn unique one-of-a-kind marketing and business development techniques that will blow your competition out of the water.


The Prospecting Huddle is based on the groundbreaking book “Reversing the Deal Flow: The Secret to Prospects Calling You Asking to Become Clients”.  It was designed to provide the knowledge and motivation to help advisors excel professionally. A shared experience, you will join peers in:

  • Attending weekly group training call led by Sarano and Brooke Kelley
  • Attending weekly coaching calls led by Sarano – includes Q&A.
  • Connecting with assigned accountability partner for 10-15 minute calls each day.
  • Tracking and assessing your progress weekly.



During a 14-month period, you’ll explore techniques featured in the ground-breaking book, Reversing the Deal Flow: The Secret to Prospects Calling You to Become Clients (Volumes I and II).  

Topics include: 

Month 1: Organizing Your Marketing and Referral Strategies
Month 2: The Art of Overcoming Objections and Resistance
Month 3: Advance Telephone Skills – Cold Calling
Month 4: Conversational Selling in any Situation or Event
Month 5: LinkedIn—Using Scripts to Accelerate Leveraging Social Media
Month 6: Social Networking –- Face-to-Face Communication
Month 7: Friends, Family and Social Acquaintances: How to Approach Your Inner Circle
Month 8: Referrals = Limitless Prospects
Month 9: Client Survey Referrals
Month 10: Center of Influence -- Going from Lunch to Assets in the Door in 90 Days
Month 11: Intimate Events – From Entertainment to Business Development
Month 12: Client Advisory Board – Harnessing the Referral Power of Your Best Clients
Month 13: Mastermind Group – Working Smarter Not Harder
Month 14: Business Development Group – Creating Your Own “Off Balance Sheet” Sales Team



Our goal is to provide you with the tools to achieve the business goals you set. To assist, we provide members of The Prospecting Huddle with:

  • A study guide and manual that includes 200 plus daily exercises providing face-to-face selling strategies, and advanced communication and presentation skills.
  • A copy of the best-selling book, The Game: Win Your Life in 90 Days.



This program is designed for advisors who want to outpace their competition and have a desire to grow their practice to the next level … and they are willing to put forth the time and effort to do so.  

This program is for you if:

  • You are an advisor who is spending too much time and energy trying to build a successful practice, yet having little or no results for your efforts.
  • You are an advisor who wants to join the ranks of Barron’s “Top Financial Advisors” list.[1]
  • You are an advisor just starting in the business and you want to learn proven skills and techniques allowing you to employ healthy communication and marketing strategies at the onset, helping you to avoid erroneous and non-productive ones.

Are you ready to embark on the journey?

Choose your preferred payment option below:

June 4, 2018 Start Date

Full Pay Option $2800

14 Payments at $300 each