Win the Relationship: Video Course


Are your clients ever hesitant to move forward or does it seem like something is holding them back?


Seal the Fact-Finding Deal

Learn new techniques to attract new clients, obtain referrals, and ask the right questions.

Win the Relationship Part 1: The Sale is Made in the Fact Finder

Click Here for Price

Win the Relationship Part 2: The Sale is Made in the Fact Finder

Click Here for Price

What is Win the Relationship?

Win the Relationship was a 2-day coaching event put on by Rule the Room Financial. It the second course of our year 1 program 'Attract Clients Like Wildfire' which is specifically designed to help financial advisors better their practice. You can watch and participate in this program online or even listen in your car.

Use the Fact Finder to Generate Profit

Are you having a difficult time creating a sense of purpose and urgency for your clients to sign up for your products? How much different would your practice be if your clients couldn’t wait to get back together and learn about the steps they could take to move forward with your process? It’s time to stop wondering if your clients trust you and if they want to get started doing business with you. In Win the Relationship we will show you step-by-step just how to make your clients feel excited and motivated to move forward and create a long term partnership with you and your practice.

Our Speakers


Access to these advisors would cost you well over $5000 a day in consulting fees,

and you get their advice and tactics for 2 full days.

Karl Dettmann

John Adams

Matt Heckmann

Chris Koon

Learn how to coach and guide your clients.


Over 2 days (16 hours of online content) we will give you everything you need to identify your clients desires and how to use them to create a sense of urgency.


Karl, John, Matt, and Chris will give you the fact finding secrets they've used to grow their financial practices to 7+ figures.


If you've ever done a training course before then you know that it's generally 1 person giving you the tips and tricks that has worked best for them. Well, truth of the matter is, that there are 4 types of sales people. Performers, Inspirers, Engergizers, and Fascinators. Not sure which you are? No problem, we'll help you discover that. But the fact is that you are one of them, you just may not know which. Rule the Room has 1 leading industry professional from each of the 4 sales personalities teaching every course so you know how to apply our tips and tricks in a style you're comfortable with.

Part 1

8 Hours of Mind-blowing Content

You’ll learn how to:


Session #1: Prepare to be Your Best

  • Set the Stage to be Grounded
  • Ground Yourself Physically
  • Ground Yourself Mentally

Session #3: Conduct an Effective Approach

  • Put the Prospect at Ease
  • Become Relevant Quickly
  • Establish Healthy Boundaries and Expectations

Session #5: Create a Sense of Urgency

  • Discuss Current and Past Financial Decisions
  • Get the Prospects to Self-Identify Misalignment
  • Identify the Hot Buttons to Steer the Conversation

Session #7: Prepare for Your Certification Test

Session #2: Set Up the Environment to Succeed

  • Set Up the Right Location and Time of Day
  • Do the Right Research on the Prospects
  • Set Up the Right Energy and Mood

Session #4: Identify People’s Life Goals

  • Identify Goals for People with No Goals
  • Identify Goals for People Who Lack Focus
  • Add Value to People with Clear Goals

Session #6: Handle Touchy Situations

  • Handle People Who Made Poor Financial Choices
  • Handle People With Bad Experiences
  • Handle People Who Live in the Clouds

Part 2

8 More Hours of Content

You’ll learn how to:


Session #8: Attract New Investment Assets

  • Open their Minds to a New Financial Methodology
  • Help them Determine the Best Methodology for Them
  • Help them Find an Advisor to Adopt that Methodology

Session #10: Create a Budget that Works

  • Uncover Their Spending Pain Points
  • Bridge the Marital Stress Gap
  • Deliver the Budget Solution

Session #12: Get the Prospects to Show Up for the Close

  • Get a Dollar Commitment
  • Tie Off the Urgency Balloon
  • Find the Date that Works

Session #14: Prepare for Your Certification Test

Session #9: Uncover People’s Risk-based Wants

  • Uncover Their True Values
  • Uncover Their Motivation
  • Uncover Their Pain Points

Session #11: Ask Questions that Make you Money

  • Ask Leading Questions
  • Ask “What If” Questions
  • Ask Curiosity Questions

Session #13: Get your Highest Quality Referrals

  • Affirm the Value of the Meeting
  • Prospect at the End of the Fact Finder
  • Give them the Opportunity to Introduce You

This program is single handedly going to transform how you do your fact finders. You'll learn new techniques for attracting new clients, how to obtain high quality referrals, and how to ask the questions that make you money. This course is going to pay for itself in no time and is exactly what you need to grow your practice.

Jason Teteak

Don’t just take our word for it.

Here is what Attendees are saying from the Win the Relationship Live Event…

You Have to Take Action To Get Results...

Click on the "Add To Cart" button, go to the shopping cart on the top right of the screen and fill out the form on the next page. You'll be provided instant access to the WTR online course. It's backed by our 100% money-back guarantee. You have nothing to lose.


Seating is limited and we always sell out.

Win the Relationship Part 1: The Sale is Made in the Fact Finder

Click Here for Price

Win the Relationship Part 2: The Sale is Made in the Fact Finder

Click Here for Price
Financial Advisors
Hours of Content
Great Time