Communication and Leadership Skills Training
Average client communication is costing you business.
We help financial professionals build trust, unlock referrals, and grow their business through connection-first communication.
SCHEDULE A CALLIs your Team’s Client Communication costing you Trust, Referrals, and Revenue?
Can you relate to any of these?
It doesn’t have to stay this way. Let’s train your team to turn every conversation into a trust-building, referral-generating opportunity.
Build Trust, Win Referrals, and grow your business with connection-first communication.Â
Amplify Your Influence
Equip your team with the skills to lead conversations that inspire trust, spark action, and strengthen client loyalty.
Increase Referrals
Turn satisfied clients into raving fans who naturally introduce you to their friends, family, and colleagues.
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Boost Revenue
Confident, clear, and client-focused communication turns every interaction into a growth opportunity.
Solutions We Provide:
Training that sticks, engaging speaking, and memorable experiences.Â
Keynote SpeakingÂ
High-energy, story-driven sessions that inspire your team to master connection-first client communication.
Training Workshops
Hands-on, interactive training that equips your team with frameworks, tools, and real-world practice to transform every client conversation.
Breakout Speaking
Short, impactful sessions packed with stories, laughter, and actionable takeaways to help your team immediately improve.
Virtual PresentationsÂ
Dynamic virtual training for teams, bringing the same energy, tools, and transformation without the travel.
Scheduling the right training experience is as easy as 1, 2, 3
Find a time that works for a call.
Let’s connect. We want to know all about your team or event.
Pick which training is best for you.Â
Let’s find the best training that will help sharpen your team's communication skills.
Schedule and book your training.
Secure your spot and lock in your training date. Let's get your team on the path to better communication!
Why should you improve your client communication?
Builds Unshakable Trust
When every conversation puts the client first, trust grows fast, and stays strong. Clients who trust you stay longer, invest more, and refer others.
Increases Referrals
Clear, confident, and connection-driven communication turns satisfied clients into your biggest advocates, naturally introducing you to new opportunities.
Boosts Revenue
Better communication means better client retention, more referrals, and deeper relationships — all of which directly grow your bottom line.
"Jason is an exceptional public speaker who engages the audience with his insightful, compelling delivery, and genuine passion for the subject. Our team walked away with many new tools to use." ~ Doreen Rast, First Senior Vice President/ DivisionExecutive, Flagstar Bank
Why Book a Training Through Speak with People? What Makes us Different?
- Multiple Pre Calls
- Customization with your company verbiage
- Thorough Preparation
- Introduction Videos and Staff Meeting Exercise to prepare for the training and meet the trainer
- 100% focused on your team’s success
- Energy and Excitement
Laughter, fun and engaging stories - Deeply challengingÂ
- Incredible connection before and afterÂ
- Follow up training videos, staff exercises and future one-on-one coaching available
"I’ve attended many of these training sessions. This is the first one I’ve paid attention to and didn’t work during it." ~ Attendee
FREE GIFT
Unlock your Client's StoryÂ
The most successful advisors don’t just manage money — they understand the story behind it.
This essential guide gives you powerful, proven questions to uncover your clients’ dreams, current realities, and long-term goals — so you can deliver advice that’s truly tailored to their life.
Build trust faster. Go deeper than the numbers. Strengthen relationships that last for years.
GET ACCESSSpeak with Your Client,
Not at them.
A training program designed to solve this problem by empowering financial professionals with people-first communication skills. Through practical tools, engaging techniques, and actionable insights, you’ll master:
- Active listening that builds trust.
- Meaningful questions that uncover your client’s story.
- Generational adaptability to connect with every client.
Download Your Free Sales Playbook
Learn the exact communication strategy that earns trust, wins business, and creates loyal clients.
LATEST FROM THE BLOG
Level Up Your Communication & Leadership Skills
Our comprehensive blog has everything you need to better understand your current communication & leadership situation and plan for the future.
Transform Your Next Presentation
Download Step 2Â
Why not start now?
Get started on your next presentation with step two of The Presentation Blueprint. This will help you maximize clarity and organize your thoughts.
Buy Template
Crush your next presentation!
Purchase the full six-step presentation blueprint to begin your journey of captivating the room and crushing your objectives.Â
Buy Course
Need a guide?
Want help walking through the template? The course is an incredible tool to help you prepare with clarity and deliver with confidence.Â
