
The SMART Sales Mastery Blueprint
Empower yourself or your sales team with proven frameworks built for today’s competitive market — The SMART Sales Mastery Blueprint helps financial advisors and sales professionals sell smarter and succeed faster through The SMART Sales Mastery and The FAST Sales Acceleration Frameworks.


Why SMART Sales Mastery Matters


Sales is one of the most rewarding yet challenging professions in the world. It’s an industry where results speak louder than effort, where their income and success are directly tied to how well they can connect with people, communicate value, and close deals.
The SMART Sales Mastery Blueprint — a structured, proven framework that helps sales professionals:
Master sales fundamentals with the SMART Sales Mastery Framework
Execute winning strategies with the FAST Sales Acceleration Framework
Develop the mindset, skills, and habits of top performers
Use technology and tools to streamline their sales process
Turn objections into opportunities and close deals with confidence
By the end of the training, participants will have a clear, step-by-step system that transforms how they approach sales so they can close more deals, build a thriving business, and achieve financial success.
What You’ll Learn in the SMART Sales Mastery Blueprint
Each program builds mastery step-by-step to create a complete, future-ready salesperson.
Program 1
The SMART Sales Mastery Framework
Laying the Foundation for Sales Success
Module 1: Strategic Knowledge (S) – Mastering the Fundamentals of Sales
Module 2: Mindset of Success (M) – Developing the Winning Attitude
Module 3: Advanced Selling Skills (A) – The Art & Science of Persuasion
Module 4: Repetition & Routine (R) – Building Habits for Consistent Sales
Module 5: Technology & Tools (T) – Leveraging Digital Solutions to Sell Smarter
Program 2
The FAST Sales Acceleration Framework
Executing Winning Sales Strategies
Module 6: Find & Fill Your Pipeline (F) – Prospecting Like a Pro
Module 7: Arrange & Align Meetings (A) – Effective Appointment Setting
Module 8: Secure the Sale (S) – Closing Deals with Confidence
Module 9: Turn Objections into Opportunities (T) – Mastering Objection Handling
Format
2-Hour Session
Half-Day Session
Full-Day Session
Description
Inclusions
A focused introduction to the SMART or FAST frameworks — ideal for awareness sessions or refreshers.
No workbook, activities, or certificate.
A compressed version of the SMART or FAST frameworks with optional workbook. Perfect for teams who want impactful learning in less time.
With or without workbook (price varies).
A comprehensive, immersive experience covering the full SMART or FAST frameworks.
Workbook, team/group activities, breakout sessions, and certificate included. Optional add-on: a copy of The SMART Sales Mastery Blueprint book.
Training Format Options
Our programs are designed to fit your team’s time, goals, and budget.
“This isn’t just another sales training. It’s a complete mindset shift. Bernard makes complex sales concepts simple, actionable, and motivating.”
John D., Sales Consultant
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“Bernard’s training changed the way I approach clients. I used to rely on luck; now I follow a process that works. The SMART framework made me more confident, organized, and effective.”
Angela D., Financial Advisor
“The practical framework and scripts of Bernard’s SMART Sales Mastery session has helped me rebuild my prospecting system — I closed 3 new clients within the month!”
Kristine A., Agency Leader
Ready to Sell Smarter and Succeed Faster?
Transform your team’s sales performance with the SMART Sales Mastery Blueprint and BeFutureready.
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