There's More to Selling Than Making the Sale

What book would you write if you had 40+ years of successful experience in the financial service industry? That's the book I've written. I cover an entire career - from being hired to building a successful practice, and ultimately retiring and selling your practice. There's no magic or tricks - just sound advice based on what works to build a great career. My book also includes a CD with all the forms and templates included in the book. Click here for more information.

Workbooks to assist you with your career

Almost everyone agrees that referrals are the best way to build a successful practice. But - what should you do to generate a continuous flow of high quality referrals? My two workbooks give you a detailed and proven process that produces high quality referrals from clients and from Centers of Influence. Each workbook provides a complete system for generating referrals. Forms and templates are included. Click here for more information.

Sales Aids to the rescue

What makes a practice run smoothly? Oftentimes it's just a simple process that handles a small but vital aspect of a well-run organization. I've developed 4 sales aids to help financial service professionals become more effective and efficient.

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Coach Nick Ray's services get you
targeted and focused

I've found it's hard to make changes without an expert outside observer. Combining thoughtful coaching with my other services (the One Page Business Plan, Assessments, The Invisible Market Matrix, my book, workbooks, and sales aids) allows me to give you a total coaching package that will help you build a more successful practice. Click here to contact me to discuss my coaching program, or call me at 510-898-3245.