Selling Your Value

Sound too good to be true? It should be, because this is the time to call a “Time Out” with your most valued clients…


This program is all about getting closer to your most valued clients than you've ever been before.

Changing clients who are more informed, have greater choices, are more sophisticated and have competitive options can not be taken for granted.

No assumptions should be made as to how they feel about you. Client introspection should be conducted to ensure that you know everything you need to know about them. Your client’s experience should be re-evaluated. Consultative, respectful discussions with them should open up ongoing opportunities to leverage the power of your organization. Finally, you should be doing everything in your power to ensure that they become a lifetime client. Create memorable client experiences that align your passions to theirs, take your reputational value to new heights, create a presence in your absence, become more memorable.

Get Closer!

The Relationship Time Out™ experience represents the third leg in Pusateri’s curriculum of knowing, pricing and selling your value. The objectives for the program are as follows:

  1. Retain and grow your most valued clients (MVC) and acquire new valued relationships.
    • This will help you to take your business to the next level.
  2. Strengthen your client experience through a unique introspection process.
    • This will get your clients thinking about you in ways they may not have before.
  3. Reconnect with your most valued clients.
    • This will strengthen your relationships, help you to find out how they really feel about you and it will uncover additional wealth management opportunities for you to pursue.
  4. Take your client conversation skill set to a new level by becoming more client curious than ever.
    • This will further deepen your relationships with your key clients.
  5. Get your clients talking about you in ways that will increase your referability.
    • This will open the door to new opportunities in your life and in your business.

The program will be led by Leo Pusateri personally, supported by key members of his coaching team. If you haven’t worked with Pusateri yet, get ready for an engaging, interactive, fun program. The goal needs to be taken seriously though. Getting closer has an end game of moving your client metrics. Keep and grow your most valued clients. Increase the certainty of them becoming lifetime clients. Protect your business. Take it to the next level.

Are you ready to change your thinking and get closer to your clients than you’ve ever been before?

Wealth Management Consulting, Coaching & Training | Pusateri Consulting
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