AGC | Advisor Growth Consultants
AGC | Advisor Growth Consultants
Why most financial advisors struggle to grow
Today’s clients are more skeptical, more informed, and less responsive to traditional sales approaches.
Yet most advisors are still taught to:
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Pitch solutions too early
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Focus on products instead of the clients’ priorities
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"Handle objections” instead of understanding them
because of outdated methodologies, many advisors struggle with:
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Low conversion rates
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Stalled pipelines
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Conversations that feel forced—for both sides
The issue isn't a lack of effort.
It's the approach.
The issue isn't a lack of effort, it's the approach.
A better way to win clients
Clients don't want to be sold. They want to feel understood.
Most of all, they want clarity on the quantifiable value they’ll get by working with you.
The advisors who consistently grow are the ones who:
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Lead with insight, not persuasion
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Create clarity before recommending solutions
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Help clients understand the concrete financial benefit of working together
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Build trust through structured discovery
That's what we teach in the advisor growth system.
Advisor Growth System
a simple, repeatable framework for turning conversations into clients - without pressure or pitching.
1. Reframe the conversation
Shift from selling to understanding.
2. Surface real priorities
Go beyond surface goals to what actually matters.
3. Quantify the impact
This is the piece that 90% of advisors miss. They think they cover this with prospects. They do not.
4. Create clarity
Use our structured framework to help the client see their situation clearly before discussing solutions.
5. Let the client decide
No pressure. No chasing. Just informed decisions.
built for advisors and the Leaders who support them.
Most programs train individuals.
Very few create lasting behavior change across a team.
We do both. As a result, you are able to:
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Establish more trust with your clients
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Have more effective conversations
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Have more clients say yes to working with you
For Advisors
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Win clients without feeling “salesy”
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Run confident, structured discovery meetings
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Convert more of the right opportunities
For Leaders
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Coach advisors using a clear framework
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Reinforce the right behaviors (not just outcomes)
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Build a culture of trust-based growth
Why this matters
Training without leadership reinforcement doesn’t last.
Leadership without a system doesn’t scale.
You need both.
What changes when you get this right
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Prospects open up faster and more honestly
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Conversations feel natural—not transactional
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Advisors stop chasing and start attracting
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Conversion rates improve without added pressure
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Growth becomes more predictable and repeatable
Ready to grow without selling?
If you’re looking for a more effective, more natural way to acquire clients—and a system your team can actually adopt:
Trusted by Leaders
What Our Clients Say
"As a result of the sales training and game tape reviews (i.e. call coaching), we dramatically accelerated ramp time, improved performance across the team, and are now on track for 170% year-over-year growth."
- Kuldeep Madan, Founder & CEO, Madan+ Wealth Management
"Through Shawn's leadership training and Robin's sales training, our teams improved pipeline progression, increased conversion rates, and contributed to a record year for the company in 2025."
- Niall Fagan, Managing Director, Citco Fund Services
"This sales training program was fantastic! It was highly customized to our team and our industry.
Our team's closing ratio has already increased by more than 20% which has had a meaningful impact on our business and the clients we are able to serve."
- Lauren Oschman, Partner & CEO, Vestia Personal Wealth Advisors
"Robin and Shawn understand what most sales trainers miss. Financial advisors are not selling a product. They are selling trust in a future no one can see. Robin and Shawn train for the conversation that actually earns that trust, and the results speak for themselves."
- Conner Boillat, CFP® Former Wealth Advisor | Founder, Perissos Holdings
About Us
Robin Treasure -
Advisor Sales Training & Coaching
Robin Treasure is a sales trainer and consultant who helps advisors and sales teams win clients through better conversations - not better pitches.
Over the past decade, she has generated more than $5.5M in direct B2B sales and has trained teams - including financial advisors - across four continents, contributing to millions more in revenue growth.
Her approach challenges traditional sales methods. She teaches a value-driven, discovery-led process that helps advisors build trust, create clarity, and earn the right to move forward—without pressure or persuasion.
As both an active seller and trainer, Robin brings a practical, real-world perspective to her work. She is known for creating high-trust learning environments where teams can practice, improve, and adopt new behaviors that lead to measurable results.
Shawn Buxton -
Sales Leadership Training & Coaching
Shawn Buxton is a sales leadership coach who empowers financial advisory firms to build high-performing, accountable teams through management excellence.
With over 25 years of experience as a sales leader and coach, he has mentored more than 600 managers in Fortune 100 companies, helping them transition from technical oversight to strategic leadership that drives AUM growth.
His methodology focuses value-based coaching frameworks that eliminate ambiguity, ensuring advisors focus on high-impact behaviors that lead to repeatable, measurable results for the practice.
Drawing on decades of real-world leadership, Shawn provides the practical tools necessary to manage modern advisory teams. He is recognized for helping firms move beyond theory to establish sustainable growth cultures built on clear expectations and elite performance.
"This training taught us how to better hold our team accountable to the sales training framework, strengthen our advisory hiring/onboarding process, and inspire our advisory team to achieve sales success they never knew was possible!"
KAmERON HelmutH, Managing Partner at VESTIA