Customized Training & Coaching Programs

Client Acquisition

Participants will come away with:

  • A road map with an objective, strategies, and metrics to track progress and measure results
  • Situational strategy discussions & scripting to change approach, mindset, and behavior
  • More connections and approaching referrals in a way that gets results
  • Sales, time & pipeline management strategies
  • Customized scripts for a variety of situations
  • New assets, better client acquisition results, and increased revenues

Run your Practice like a Business

Participants will come away with:

  • Definitive instructions to adapt to industry changes
  • More structure, defined processes, proper org charts and organizational structure, roles and responsibilities, right-person right-chair, and a detailed business plan for future growth
  • Better procedures to improve team organization, efficiencies, and communication
  • Create an environment for team engagement and proper training for participants to grow personally and professionally

Transition to Fee-Based Business

Participants will come away with:

  • Changing their approach, behavior, and/or business style to a fee-based model
  • The playbook to make the necessary changes and prepare to have these conversations with clients and prospective clients
  • Have precise instructions for implementation leading to more strategic and tactical allocations
  • A plan for book segmentation
  • A holistic approach and have a more meaningful relationship/experience with clients


Participants will know what the best of the best advisors and teams in the world are doing and incorporate the same “how-to” process.

Through our training and coaching programs, participants will learn how to bring in new assets, improve new client acquisition results, gain more wallet share from current clients and increase revenue.

Meet Our Training / Coaching Partners

“If you do not know where you are going, no road will take you there.”
– Salmon Says

Michael Salmon


Michael is an industry expert on client acquisition and practice management. Michael and his team coach 5 of the Barron’s top 10 PWA’s, 10 of the top 50 PWM teams, and 150+ of the top 1,000 FA’s. He’s developed transformational programs for Truist, Mizuho Bank, BNY Mellon, and Morgan Stanley to name a few. He’s an author with four books published and has been featured on CNN, CBS, NBC, Fox News Channel, and Bloomberg TV.

Evan Salmon

Director of Operations

Evan brings 6+ years of business development and account executive experience. He joined the team four years ago and is the lead on client communications, logistics coordination, and oversees project management. Evan has been an integral contributor to the organization’s growth. He ensures we deliver an outstanding client experience, as well as mutually beneficial partnerships. He is known for building and maintaining long-term relationships and friendships with clients.

Compass Consulting