Building Better Financial Conversations
We've spent seven years helping Australian financial professionals transform their client relationships through authentic sales approaches that actually work in real-world situations.
Seven Years of Measured Progress
Back in 2018, we started with a simple observation - most financial sales training felt disconnected from what clients actually needed. The industry was full of aggressive techniques that made everyone uncomfortable.
So we took a different path. Instead of pushing harder, we focused on listening better. Instead of memorizing scripts, we developed frameworks that adapt to real conversations. The results speak for themselves, but more importantly, our clients report feeling genuinely confident in their approach.
What began as consulting for a handful of Brisbane advisors has grown into comprehensive training programs used across Australia. We've refined our methods through hundreds of real client interactions, not theoretical scenarios.
The Story Behind Our Methods
Our founder Astrid Kellerman was working as a financial planner in Sydney when she noticed something troubling. Clients would leave meetings looking overwhelmed rather than empowered. The sales training she'd received focused on closing techniques, but ignored the human element entirely.
After attending yet another seminar about "overcoming objections," she decided to try something different. She started recording her client conversations - with permission, of course - and analyzing what actually led to successful outcomes.
The patterns were fascinating. The best meetings weren't the ones where she talked the most, but where she asked the right questions at the right moments. Clients didn't need to be convinced - they needed to be understood.
This insight became the foundation for everything we do. We don't teach manipulation or pressure tactics. We teach financial professionals how to have conversations that genuinely serve their clients' interests while building sustainable businesses.
Our Core Principles
- Client conversations should feel natural, not scripted
- Understanding beats persuasion every single time
- Sustainable relationships matter more than quick wins
- Every technique must work in real-world conditions
- Training should build confidence, not create anxiety
- Results come from consistency, not clever tricks
Meet the People Behind the Programs
Our small team brings decades of combined experience from financial planning, sales psychology, and adult education.
Astrid Kellerman
Founder & Lead Consultant
Former financial planner with 12 years of client-facing experience. Developed our core conversation framework after analyzing over 500 client interactions. Certified in behavioral psychology and adult learning principles.
Nikolai Dragomir
Senior Sales Strategist
Brings 15 years of experience from boutique investment firms and major banks. Specializes in helping introverted professionals develop authentic sales approaches that match their natural communication style.
Combined Expertise
- Financial Planning & Advisory Services
- Behavioral Psychology Applications
- Sales Process Optimization
- Client Retention Strategies
- Communication Skills Development
- Adult Learning & Training Design
How We Actually Work
Most sales training happens in a conference room with role-playing exercises that feel nothing like real client meetings. We do things differently.
Our programs start with understanding each participant's current approach and natural communication style. Then we build on what already works while addressing specific challenges they face with their actual clients.
Everything is tested in controlled environments before anyone tries it with a real prospect. We use audio analysis to help people hear how they actually sound during conversations, not how they think they sound.
Current State Analysis
Record and analyze existing client conversations to identify strengths and improvement opportunities.
Customized Framework
Develop personalized conversation structures that match individual communication styles and client types.
Controlled Practice
Practice new techniques in safe environments with immediate feedback before client implementation.
Real-World Testing
Gradual implementation with ongoing support and adjustment based on actual client responses.
Recognition and Results
We measure success by the long-term outcomes our participants achieve, not just completion certificates or satisfaction scores.
Training Excellence Award
Australian Institute of Professional Development
Innovation in Adult Education
NSW Training Awards
Best Specialized Program
Financial Services Education Council
Client Impact Recognition
Australian Sales Institute
Ready to Transform Your Client Conversations?
Our next comprehensive program begins in September 2025. Limited to 16 participants to ensure personalized attention and meaningful practice opportunities.
Learn About Our Programs