THE SPEAK WITH PEOPLE STORE
Find the Leaks. Get the Tools. Grow Your Business.
Practical workbooks, assessments, training, and coaching to help financial professionals uncover missed opportunities, improve client conversations, and build stronger relationships.
CATEGORY 01
Discover the Opportunities You're Missing.
Before you can plug a revenue leak, you have to find it.
Explore assessments, conversation guides, and practical resources designed to help you identify gaps, understand clients more deeply, and uncover opportunities that often go unnoticed.
The Hidden Revenue Leak Workbook (PDF)
START HERE: THE HIDDEN REVENUE LEAK WORKBOOK Your Next Growth Opportunity May Already Be in Your Book. Stop missing the opportunities hiding in your client conversations. The Hidden Revenue Leak Workbook helps financial professionals identify the communication gaps that may be costing them referrals, held-away assets, client relationships, and new business. Inside, you'll find: The 4 Revenue Leaks and 8 Communication Gaps 70 questions to uncover more of your clients' financial stories Practical tools to improve discovery and referral conversations A 30-day action plan to put better communication into practice Find your gaps. Ask better questions. Start plugging the leaks.
$29.00 USD
7 Layers of a Client’s Story
Move every client conversation from surface rapport to legacy-level trust. This field guide for financial professionals gives you 70 story-unlocking questions across seven layers, plus the Trust Layer Scorecard, Client Story Map, and Conversation Card to put them to work.
$19.00 USD
The V.O.I.C.E.™ Framework
Clients don't just hear what you say. They hear how you say it. This field guide helps financial professionals discover the voice they naturally lead with and learn to speak the voice every client needs to hear. It includes the V.O.I.C.E.™ Assessment, five voice profiles, a Flex Matrix, and a 30-day plan.
$19.00 USD
CATEGORY 02
Make Every Client Conversation Count.
Better conversations are built through better habits.
Get practical questions, communication frameworks, and tools to help you build trust, communicate with clarity, and create more meaningful next steps.
Client Meeting Prep Card
Walk into every client meeting with a plan to create an experience, not just deliver information. Side 1 walks you through five decisions in ten minutes: the emotional outcome, the trust layer, your voice, your story-unlocking question, and the moment you'll create. Side 2 is a five-minute debrief and experience scorecard, so your next conversation feels like a continuation instead of a restart.
$19.00 USD
The Story Field Guide
People forget your credentials. They repeat your story. This field guide shows financial professionals how to catch the stories clients tell them, keep the ones worth retelling, and tell their own in a way people remember and repeat. It includes C.A.T.C.H.™, the Story Vault, R.E.A.L.™, and your 60-second I.M.P.A.C.T.™ introduction story.
$19.00 USD
The Client Experience Framework™
Clients rarely remember the numbers. They remember how the meeting felt. This field guide gives financial professionals a repeatable system for what to do before, during, and after every client conversation, so each one ends with a moment your client would repeat to someone else.
$19.00 USD
CATEGORY 03
Build Better Communication Habits Every Week.
One great conversation can create an opportunity. Consistent communication habits can transform how you serve clients.
Get ongoing strategies, training, and accountability to help you apply what you're learning.
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Core Collective Membership
For advisors who want access + accountability without a heavy time commitment. The Core Membership of The Collective Mastermind gives you the foundation to sharpen your communication and start building more trust with your clients. You’ll gain access to monthly mastermind sessions, peer collaboration with other financial professionals, and accountability check-ins to help you stay consistent. This tier is perfect if you’re ready to stop winging it and start developing the communication skills that retain clients and set you apart in your market.
