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Get your whole team saying the words that win clients.

Your firm has great financial planning tools. Derrick teaches your advisors the exact words to attract the ideal clients who need them.

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Trusted by the firms building teams that win.

  • THE STORY

Financial planning tools are powerful.

But they don’t grow a firm without more ideal clients.

Too many advisors are thinking: “Great strategy. Now where are the people who will pay me for it?”

That’s the problem we solve. We teach advisors the simple communication framework that attracts more ideal clients.

You give advisors the financial planning tools. We help them attract the people who need them.

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  • The Solution

Every advisor has three moments that determine whether prospects become clients.

We teach your advisors exactly what to say so that they win each one.

  • Moment 1
When they meet someone for the first time…
“So…what do you do?”
We give your advisors the exact words to explain your value, so prospects immediately want to know more, instead of tuning them out.

What you get: more prospects leaning in, right from your first sentence.

  • Moment 2
When your advisors first connect with a prospective client… (online lead, referral, etc.)

Whether it’s by phone, Zoom, or in person…

We teach them exactly what to say so prospects are excited to meet with them.

What you get: more visits on their calendar, with the right prospects.

  • Moment 3
During the initial prospect visit…

Whether it’s in person or on Zoom…

We teach them how to confidently lead the conversation so more ideal prospects choose to become clients.

What you get: more prospects who say yes, and a business that grows because of it.

Stop losing clients to the wrong words.

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WAYS TO WORK WITH DERRICK AND THE SUCCESS FOR ADVISORS TEAM

Pick the path that gets your firm winning more clients, faster.

One-Hour Virtual
Advisor Event

Most firms start here.
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Turnkey, immediate. Your team leaves with words they can use by Monday morning, and you’ll see it in your pipeline. Great for advisor teams, RIAs, broker-dealers, enterprise firms.

Enterprise
Training

For firms that want to grow their business.
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One system, every advisor on your team, more clients firm-wide – built for your organization from day one, new advisors to your top producers.

Conference
Keynotes

Book Derrick to Speak
The session that turns into new clients for your audience, not just applause. They’ll leave with conversations they can use the moment they walk out the door.

Private Advisor
Workshops

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Bring your whole team together to practice the exact words that close until winning ideal clients is repeatable across your firm.

REAL RESULTS FROM REAL CLIENTS.

“Our client acquisition is up 80% over last year because of following Derrick’s framework.”

Saša Mirković

Managing Partner, Inspire Confidence Group
  • Meet Derrick

Derrick built the firm he now helps you build.

He became the top fee-based advisor at a national broker-dealer with over 10,000 advisors — then built Derrick Kinney and Associates from scratch into a Top 1% advisory firm, with four locations across Texas, before exiting in a nearly 8-figure deal.

He’s a Forbes Top Advisor and the Wall Street Journal and USA Today bestselling author of Good Money Revolution. You’ve probably seen him on FOX News, CNBC, Yahoo Finance, CNN, or The Wall Street Journal.

Today, he brings that same system to firms who want every advisor on the team performing like their best one.

WHAT FIRMS ARE SAYING

“Derrick does not come to play. Revenue Strategy after revenue strategy and insights advisors pay tens of thousands of dollars for in masterminds… If you’re a firm or advisor in growth mode and yuo’re not training with or learning from Derrick Kinney, you are leaving clients to go to another firm.

Natasha McPherson

CLTC, Vice-President & Managing Director, Hall Wealth Management

“Derrick’s keynote was a master class in driving sales and new clients.”

Bill Williams

EVP, Ameriprise Financial

“Anyone who gets to spend an hour with Derrick will be well worth it. Matter of fact, you’ll want more. He’s got ideas that will change how you think and work.”

Frank Rekas

CPFA, Partner, Palm Wealth Partners

  • FAQs

Questions
we get a lot

How is this different from other sales training?
Derrick isn’t a trainer who’s never sold anything. He built and scaled a Top 1% advisory firm using this exact system, then turned it into something any firm can roll out across their team.
Yes. The system is built for day-one onboarding through your most experienced producers, so everyone works from the same standard.
Most teams leave the very first session with words they can use in their next prospect conversation. Firm-wide consistency builds from there.
This system focuses on communication, not product claims — compliance teams typically find it straightforward to review and approve.
Yes — Enterprise Training is built around your organization, from onboarding through your top producers.

Every day, three moments decide how many clients your firm wins.

Let’s make sure your whole team is winning them.
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