Be a Referral Pro!

Learn the strategies & tactics for generating consistent, quality referrals with the Referral Pro! program
Join our weekly Zoom training every Monday for one hour to become a Referral Pro! This program is designed to teach participants to create new behaviors that will lead to more consistent leads, as well as how to build strong networks and strategic partners. We provide this program FREE to our agents and financial advisors. 

Virtual coaching & accountability Group

Each week, program participants join host Larry Lewis and fellow agents and advisors for a virtual training session.

course activities & study materials

All attendees will have access to specialized, proprietary training materials and worksheets to help learn & grow. 

online learning academy

The Online Learning Academy features training modules, educational materials, and coursework. 

weekly “power Hour” for additional Q&A

For those looking to get additional help or have specific questions answered, every sessions has an additional hour-long Q&A “Power Hour.”

Client Builder Sales Training For Financial Advisers

Client Builder Selling for Financial Advisors is a sales training program developed specifically for financial advisors and insurance professionals who sell retirement planning services and the financial products that go with that. The program is designed to:

• Shorten your selling cycle

• Improve your closing ratio

• Eliminate “unpaid consulting”

• Minimize the time you waste with plate-lickers and tire-kickers

• Position yourself as a different kind of advisor

• Develop the competence and confidence you need to become a top performer

3-day live workshop kickoff event

Every Client Builder Sales Training includes a 3-day, intensive training that covers the entire sales process from beginning to end; Hosted by founder Larry Lewis.


Complete your own DiSC personality assessment that will help enable you to adapt your selling process to work with different types of clients.

training materials

Receive a copy of Client Builder Selling by Larry Lewis, along with a workbook designed to help you implement the concepts you will learn throughout the course.


A robust combination of materials, training videos, and exercises packaged into an easy online portal, with access throughout the course and for a full year after completion.

Meet Our Trainer

Larry Lewis
Founder & President, Client Builder Sales & Marketing

Larry Lewis is the founder and president of Client Builder Sales & Marketing (“CBSM”). Over the last two decades, Larry has worked with hundreds of companies of all sizes and scope. His practical, street-smart approach to prospecting and selling has helped hundreds of sales executives, small business owners, and independent professionals increase their sales and profits with more control, greater confidence and less effort.

Larry is the author of Client Builder Selling and the creator of the “Client Builder Academy” online sales coaching platform. He is also an entertaining professional speaker who has spoken to hundreds of trade and professional organizations on the topics of selling and sales management. Prior to forming CBSM he was a top sales performer for Lexis-Nexis and Thomson Reuters and a sales manager with several smaller firms. Before pursuing a career in sales he practiced for four years as a trial lawyer.

Larry holds a BS in Marketing from the University of Virginia and a JD from the Duquesne University School of Law. He lives with his two sons just north of Pittsburgh, PA.