The whole framework, on demand
What if one advisor could learn the whole framework tonight — without waiting for a team training or pulling anyone off the floor? The story, the scripts, and the objection-handling guide, packaged for individual agents who want to learn the Finding Why framework on their own time, at their own desk.
For individual agents
Built for the advisor who'd rather work through it tonight
If a workshop is out of reach or out of schedule, the course is how a single advisor gets the same material — the story, the scripts, and the practice prompts — without waiting for the next quarterly kickoff.
You'll learn the same Finding Why framework I teach in live workshops, broken into five modules you can move through at your own pace. Watch a lesson, work through the workbook, practice the scripts, and come back to it whenever you need a refresher — it's yours to keep.
What you walk away with
- The full Finding Why framework, taught step by step
- A script library you can copy and use Monday morning
- Real responses to the objections you hear every week
- Role-play prompts to build the conversation into instinct
- A workbook you keep and revisit anytime
The curriculum
Five modules. One framework. Yours to keep.
Each module includes video lessons, a workbook section, and a downloadable deliverable. Move through them in order, or jump to the one you need most.
The Story
Why urgency isn't a tactic — it's what's actually at stake. The month that taught me why 'we'll get to it' is the most expensive phrase a family can say.
Lessons
- The story I tell on stage
- Why the 'Why' comes first
- What changes when the story is real
The What/Why-First Framework
Lead with protection, not product features. The step-by-step method for finding a client's 'Why' before you ever talk about the 'What.'
Lessons
- Step 1: Find their why
- Step 2: Connect it to protection
- Step 3: Make the ask
Scripts for the Conversation
Word-for-word openers, transitions, and asks. The exact language I use — so you're never searching for the right words in the moment that matters.
Lessons
- Openers that start the conversation
- Transitions from story to ask
- The ask — how to close without pressure
Objection Handling
Real responses to 'we'll get to it,' 'not now,' 'too expensive,' and 'I need to think about it.' Not rebuttals — answers that honor the person and move the conversation forward.
Lessons
- 'We'll get to it' — the most common one
- 'Not now' / 'I need to think about it'
- 'It's too expensive'
Role-Play Prompts
Practice scenarios you can run alone or with a partner. The situation, the client's stance, and what you're practicing — so reps turn into instinct.
Lessons
- Scenario set 1: First meetings
- Scenario set 2: Follow-ups & objections
- Scenario set 3: The close
Choose your tier
Start where it fits
Every tier includes the core framework. The Complete tier adds the scripts, objection guide, and role-play prompts.
Essential
$97
The story and the framework — for the advisor who wants the foundation.
- Module 1: The Story
- Module 2: The Framework
- Digital workbook
Complete
$297
The full framework, scripts, and objection guide — everything you need to run the conversation.
- All 5 modules
- Script library (Module 3)
- Objection guide (Module 4)
- Role-play prompts (Module 5)
- Digital workbook
Not sure which tier fits? Book a discovery call and we'll figure it out together.
Put the framework to work
Tell me about your situation and I'll point you to the right tier — or the workshop, if that fits better.