Sales and Business Development


Every Advisor practice needs to have a sales culture within their organization. How to build one that best reflects your values and skill set is the challenge. 


  • What is the Business Development model that is used in your organization?


  • How do you keep track of priority activities, goals and results?


  • What does your sales plan look like, and how often is it reviewed?


KolodaCORE will help implement all of these elements and more.


There are a multitude of sales training programs available in the marketplace. Many are costly and few are designed to meet your specific needs and values. 

How do you choose one that works best for your organization?


KolodaCORE solves this dilemma by creating a program that's based on what you want within your sales culture and provides the guidance on how to get there.