Trustworthy Selling

A Sales Effectiveness Program with Proven Results

Trustworthy Selling
A Sales Effectiveness Program with Proven Results

Designed To Help Financial Professionals Succeed Through:

  • Improve connections with understanding buyer psychology and behavioral economics.
  • Adapt selling style to maximize communication flexibility.
  • Obtain high quality favorable introductions with confidence.
  • Increase engagement and build stronger relationships through the art of questioning.
  • Deepen existing client relationships through strategic client management practices.
  • Integrate the habits and peak performance psychology of top performers.

Proven Results and Industry Recognition:

Over 20,000 graduates across the globe.

25+% increases in productivity.

Recognized by Selling Power as one of the top sales training companies.

ROI Institute’s Top Case Studies of the Year.

Dave Porter

“We found Trustworthy Selling augmented and complemented much of the training we were already doing. We saw a 17% increase in overall production across both risk and investment products. The program’s focus on advisors understanding the psychology of buyers and the need to increase trust and decrease tension led to greater advisor competence and confidence.”

Dave Porter –
Managing Partner, Baystate Financial Services

Learning Editions for Every Step in an Advisors Journey

Trustworthy Selling offers three proven learning editions. Each edition provides a powerful combination of tools and techniques to benefit your organization through an immersive, interactive learning system. These additions include QuickStart for new advisors, Professional for experienced advisors and MultiLine for property and casualty agents.


This editions is for Financial Representatives just starting out, with less than one year in the business.


This edition is for Experienced Financial Representatives who have been in the business 1+ years.


This edition is for the Multiline Financial Representatives who need to pivot to the Life and Financial service products.

The Proof is In the Numbers

25+% Lifts Across the Board
  • Premium

  • P&C productivity

  • Retention

  • Placed

  • Policies

  • Investment Gross Revenue

  • Premium

  • P&C productivity

  • Retention

  • Placed

  • Policies

  • Investment Gross Revenue

Flexible Delivery Models

Flexible delivery models to meet your needs for scalability, customization and execution including blended learning, virtual classroom, and self-study.

Blended Learning

This allows for the structure of a classroom combined with online learning.

Virtual Classroom

This allows for larger groups to participate in a virtual classroom setting.


This solution is great for those who need the flexibility to learn at their own pace.

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Download Mutual of Omaha
Case Study