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A high-impact Lunch & Learn for advisors, consultants, and experts who want a smarter, data-driven way to qualify buyers, personalise messaging, and close more high-ticket deals, without changing their entire sales process.
The biggest problem in advisory sales isn’t lead quality… it’s buyer intelligence.
This 60-minute session will show you the exact diagnostic that has generated:
$55M+ in tracked sales
40–60% close rates
0–30% uplift for advisors adding just one step
This is sales intelligence your competitors don’t have.
Most advisors are losing deals not because:
But because they’re:
The 5-Minute Diagnostic That Changes Everything
How one simple step identifies:
The 4 Buyer Personality Layers
Fire • Flow • Form • Field
You’ll learn precisely how to adjust:
The 5 Mindset layers
Origin → Momentum → Vector → Orbit → Quantum
“Where they are in their business journey”
Knowing someone’s mindset tells you exactly how to present your offer.
No guesswork, no assumptions.
The 20 Predictive Buyer Personas
Each result combines two predictive layers to create one clear profile – giving you 20 distinct buyer personas with practical next steps.
Use these insights to increase close rates to 25%+
How Advisors Are Using Predictive Selling to Close More High-Value Deals
You’ll get case studies from:
If your business relies on you, your influence, and your ability to convert, this session will change how you operate.
📌 $47K closed in 30 days
A consultant used persona-based messaging to convert “maybe later” leads into fast buyers.
📌 Training company increased deal sizes from $5K → $25K
By aligning pitch structure to mindset levels.
📌 Investor education funnel conversion spike
By profiling buyers into 8 investor behaviour types.
📌 Corporate team transformation
Team Puzzle profiling lifted collaboration, communication efficiency, and performance KPIs.
[All pulled from signature profiling systems, without specific client names for confidentiality.]
YOUR HOST
For more than 14 years, I’ve worked with coaches, founders, and business leaders to help them understand people and build growth they can trust. The same problems kept showing up.
• Most people don’t enjoy their work.
• Bad hires cost too much.
• Sales teams guess what clients want.
• Engagement stays low and unpredictable.
Profiling tools were supposed to fix this, but most made it worse. They were static, expensive, and controlled by vendors. They told you what happened, not what to do next. That’s why I built ProfileTest.ai. At ProfileTest.ai, we build predictive profiling systems powered by MindCanvas, our AI profiling brain.
Stop guessing. Start predicting.
Every advisor thinks they know their buyer.
Our data shows most are 40–60% wrong.
Add one predictive step and everything changes.
For over 20 years, we’ve been helping SMEs grow:
SEO, Marketing, Branding, Lead Generation & Sales | Networking | Magazine | Podcasts | Success Stories
Register today and join our growing community of over 100,000 entrepreneurs and business owners.
Create a lasting impression!