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Client Communication Playbook

 

The Client Communication Playbook (PDF)

The Client Communication Playbook is your complete guide to mastering the conversations that win trust, inspire loyalty, and drive referrals. Packed with proven frameworks, practical exercises, and real-world tools, it helps you connect with clients on a deeper level and communicate with clarity, empathy, and impact. Whether you’re meeting one-on-one, leading a team, or presenting to a room, this playbook gives you the confidence and strategy to turn every interaction into an advantage.

$39.00 USD
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The Client Communication Playbook Bundle (PDF + Printed Workbook)

Get the best of both worlds. Instantly download the digital PDF for immediate access and receive a premium printed copy shipped straight to your door. Perfect for on-the-go reference and hands-on note-taking, this bundle equips you with proven strategies to build trust, win referrals, and master the conversations that grow your business.

$49.00 USD
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The Client Communication Playbook TEAM Edition--10 User Print License (PDF download)

Equip your entire team with the tools they need to communicate with clarity, empathy, and impact. This license allows you to print up to 10 copies of The Client Communication Playbook for internal use within your organization. Perfect for team training, onboarding, and ongoing development, the Playbook includes proven frameworks, scripts, and exercises to help professionals build trust, win referrals, and strengthen client relationships.

$99.00 USD
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INSIGHTS Newsletter: The Client Growth, Referral, and Retention Report 

INSIGHTS: The Client Growth, Referral, and Retention Report

INSIGHTS is a subscription based report that delivers the communication strategies top advisors use to grow their book, earn more referrals, and retain clients for life. Get proven scripts, frameworks, and tips you can use immediately to strengthen trust, deepen relationships, and drive measurable growth. 

$19.00 USD every month

Basic

$19/m

Top features

  • Client strategies that work – Get fresh, proven communication tactics to build trust and boost referrals.

  • Exclusive SWP tools – Use ready-to-go scripts, frameworks, and templates to improve client conversations immediately.

  • Quick, impactful training – Watch short lessons that fit into your schedule and deliver fast results.

  • Member-only savings – Unlock special pricing on courses, events, and premium resources.

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Exercises, Assessments & Frameworks

V.O.I.C.E. Framework

Speak so clients listen, trust, and say ‘yes.’ Five styles. Unlimited connection. Learn the five communication voices and how to flex yours to inspire action, create clarity, and build relationships that last for decades.

$19.00 USD

V.O.I.C.E. Assessment

Your voice is your secret weapon. Discover your dominant communication style, your hidden strengths, and how to adapt your approach so you connect with every client, even the ones you thought were hard to reach.

$29.00 USD

V.O.I.C.E Bundle

Discover how to flex your V.O.I.C.E. style for every client conversation. This bundle includes the 50-question self-assessment, scoring guide, and practical tips to adapt your voice to any client personality, so you can connect faster, communicate clearer, and close with confidence.

$39.00 USD

Client Meeting Prep Card

Walk into every meeting ready to win trust. A quick-fill tool to help you lead with clarity, confidence, and connection from the first hello.

$19.00 USD

I.M.P.A.C.T. Framework

Make your message unforgettable. Six high-impact moves that transform any conversation into a moment that moves clients forward.

$19.00 USD

7 Layers of a Client’s Story

Go deeper than goals. This proven conversation roadmap helps you uncover the motivations, dreams, and life experiences that drive your clients’ decisions and earn their lifetime trust.

$29.00 USD

Available Courses

How to Communicate

A seven part mini course for leaders to unlock the keys to unparalleled success in interpersonal communication. Tailored for leaders seeking to elevate their impact, this course is a strategic investment in refining your one-on-one relationships. Gain a competitive edge as you learn to articulate with absolute clarity, enhance your active listening skills, and ensure your message resonates powerfully. Elevate your leadership by enrolling today and transform the way you connect and communicate by Speaking with People, not at them.

$87.00 USD

The Presentation Blueprint Course

Whether you're presenting to a small team, a packed boardroom, or an entire conference, The Presentation Blueprint equips you with the tools and techniques to engage your audience from start to finish. This course isn’t just about creating slides—it’s about mastering your message, honing your delivery, and connecting with your audience on a deeper level. You'll walk away with a step-by-step framework that transforms how you prepare, present, and persuade, making every presentation a powerful opportunity to influence, inspire, and drive results. Don’t miss the chance to elevate your presentations and leave a lasting impact every time you speak!

$257.00 USD

Speak like a Leader. Public Speaking Skills

Why does it seem like only a few leaders have the ability to speak with confidence and clarity in public settings? Get ready to unlock your full leadership and communication potential with  the Speak like a Leader online training course.  In a world where public speaking often strikes fear into the hearts of many, this course empowers both executive and non-executive leaders to conquer that fear, opening doors to career advancement, newfound confidence, enhanced communication skills, and the ability to forge stronger connections, close deals, and leave a lasting impression.  Our eight-step pathway not only hones your public speaking, but also cultivates the qualities of a healthy, authentic, and effective leader who communicates with unwavering confidence, crystal-clear clarity, and an undeniable captivating presence. Elevate your leadership journey today!

$297.00 USD

Our Products

The Leadership Collective ebook

The Leadership Collective is an ebook with 38 leadership principles that work as a compass to help you navigate the uncharted waters of leadership. Whether you're a seasoned executive or a budding leader, it provides the tools, strategies, and inspiration you need to rise above the ordinary and become an extraordinary leader. These will help you Lead with people and not at them.

Free

Break Free From the Lemmings Ebook

This interactive 40 page workbook will guide you step by step through charting your own course. Develop a winning goal that's right for you and implement the strategic systems you need to be successful.

$19.97 USD

The Presentation Blueprint: A proven plan to develop a clear, successful presentation.

Introducing The Presentation Blueprint, a transformative resource meticulously engineered over 25 years of public speaking. This template will empower professional leaders to prepare with unparalleled clarity in their speeches and presentations. This groundbreaking blueprint acts as your strategic compass, ensuring every facet of your communication is expertly crafted and seamlessly aligned for maximum impact. From refining content to mastering delivery, The Presentation Blueprint revolutionizes your speaking experience, elevating your message to resonate powerfully with your audience. Amplify your influence and captivate stakeholders with unwavering confidence and precision, courtesy of The Presentation Blueprint.

$147.00 USD

Coaching Options

Public Speaking Coaching for Business Leaders

Master the Art of Impactful Speaking in Just 6 Sessions Are you ready to command the stage and captivate your audience? This coaching program is designed for business leaders who want to enhance their communication skills, become highly sought-after speakers, close more sales, and leave a lasting impact. Unlike generic public speaking courses, this personalized coaching experience is tailored to business leaders who want to refine their executive presence, influence decision-makers, and maximize their communication potential. Each session is designed to equip you with practical, actionable strategies that you can immediately apply in boardrooms, sales meetings, conferences, and beyond. Don’t just speak—inspire, influence, and lead. Elevate your public speaking skills today!

$1,997.00 USD

Presentation Coaching

Is your presentation in need of a substantial boost? Are you needing a huge win? Do you find yourself doubting if your presentation is going to be successful?   If your responses are YES, then our tailored one-hour coaching package is designed for you. Work with one of our coaches to bring maximum clarity to your presentation and incredible confidence to you.  This coaching session promises to: 🌟 Elevate the Impact of Your Presentation 🎯 Provide Expert Guidance for Seamless Content Integration 🔍 Offer a Comprehensive Review to Identify and Address Any Gaps or Weaknesses Invest in your success. Your message deserves to shine, and we are committed to ensuring it does just that. Unlock the potential of your presentation with our expert coaching services today.

$250.00 USD

Stage Presentation Skills Coaching

Are you ready to captivate your audience, inspire action, and leave a lasting impact on every stage you step onto? Our Stage Presentation Skills Coaching program is designed to transform you into a dynamic and confident presenter. From the moment you step onto the stage to the final applause, we cover every aspect to ensure your success. In this coaching journey, you'll master the art of pre-stage preparation, setting the foundation for your presentation's success. Discover the secret to a commanding and healthy stage presence that exudes confidence while staying true to your authentic self. Harness the power of body language to convey your message effectively, ensuring every movement amplifies your presentation's impact.

$597.00 USD