Founder and owner of a long-standing Behavioral Sciences Research Press licensee, Connie
understands the struggle many financial advisors face in consistent and confident prospecting—a key factor impacting their success and income.
She offers the SPQ Gold assessment, a unique tool measuring 16 types of Sales Call Reluctance, a powerful pre-hire interviewing tool to help hiring authorities assess candidates’ potential for success in financial services.
Beyond pre-hire solutions, Connie identifies, trains, and coaches financial advisors, helping seasoned and new professionals overcome prospecting reluctance and get their “ask” in gear enabling them to achieve their full potential and grow their practice with confidence.
Connie has authored articles for Horsesmouth, appeared on the Wealth Channel for the American College, published in The Advisor Today, and spoken at global and national conferences, including MDRT and NAIFA. Her expertise has been featured in The Wall Street Journal, Bloomberg Business, Forbes, Inc., and Investor’s Business Daily.