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Description
Sales Boot Camp: The Human Side of Advice is a hands-on, two-day workshop for financial advisors who want to build deeper client relationships.
This is not traditional sales training. Nearly 40% of the program is role-playing, coaching, and live feedback, so you’ll practice the conversations that matter most: first meetings, discovery, handling objections, and complete client meetings.
Technical expertise earns credibility. Communication earns commitment. In a world where AI makes knowledge easy to find, the advisors who thrive will be the ones who listen well, ask better questions, and earn trust.
Email dani.franco@RaymondJames.com to be added to the waitlist.
Date & Time
Mar 20, 2027 8:00 AM - Mar 21, 2027 5:00 PM
Venue Details
Raymond James Home Office
880 Carillon ParkwaySt. Petersburg, Florida 33716
