grow your investment Pipeline and secure your path to becoming a financial advisor
We’re selecting 25 licensed bankers for an exclusive virtual workshop.
The NFSTA.com Virtual Workshop is designed to address a critical challenge licensed bankers face: consistently booking qualified appointments on their advisor’s calendar. Licensed bankers who master building a strong, consistent investment pipeline don’t just earn more—they secure their path to becoming financial advisors. This workshop is designed to make sure you’re one of those bankers.
This isn’t just another workshop. It’s your opportunity to walk away with a proven client-centered process that leads to high-value referrals, stronger client relationships, and the skills to advance in your career.
BOOK A CALL BELOW TO SEE IF YOU QUALIFY
FAQ
What is the Virtual Workshop?
The NFSTA.com virtual workshop is a live, 1-day interactive training event designed specifically for licensed bankers, teaching a structured approach to increase appointments for qualified investment recommendations
How do I register for the workshop?
Simply fill out the form above to book your call to see if you qualify.
What will I learn during the workshop?
You’ll learn a conversational approach to client interactions, techniques to increase appointments, and specific strategies for growing your investment, lending, and referral pipelines. We’ll focus on practical skills you can apply immediately.
What kind of results should I expect after the workshop?
After attending, licensed bankers often experience a 400–600% increase in qualified appointments. Instead of 1–3 appointments a month, bankers report scheduling 3–4 qualified appointments each week. You’ll notice that client conversations feel more natural, leading to higher-quality engagements and a stronger pipeline of investment opportunities. Many bankers find this workshop to be transformative in building genuine client interest, boosting referrals, and increasing successful conversions across multiple financial products.
How much is the investment to attend workshop?
The investment for this workshop is $350. This workshop is designed to pay for itself within 14 days by helping you secure an additional 3 to 5 advisor appointments. If it delivers on its promise—and you’re now confident in your ability to grow your investment pipeline and strengthen your career path—wouldn’t it be worth it?
What if this workshop does not deliver on it's promise
If you complete the workshop and don’t feel significantly more confident in your ability to schedule investment meetings, we offer a money-back guarantee. Just email us at [email protected], and we’ll process your refund request.
WHAT BANKERS SAY ABOUT THE WORKSHOP
ABOUT THE PRESIDENT
Brian Drake is the President of the NFSTA™. He knows firsthand the challenges you face in today’s banking environment. After spending over a decade in the industry—most of those years with a large corporate bank—he felt the frustration of seeking out practical sales strategies, only to find that most advice simply didn’t fit our unique role as bankers.
After years of trial and error, it became clear that a structured, bank-specific approach was needed. That’s why he built this program from the ground up, designed exclusively to help bankers like you achieve sustainable success in investment referrals and beyond.
His commitment is simple: to give you a reliable framework and the practical tools to consistently grow your pipeline and elevate your career. We here at the NFSTA™ are honored to support dedicated banking professionals who want more than just advice—they want results.
