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THE RESULTS SPEAK FOR THEMSELVES.

"Throughout the 30+ year history of our firm, our four-year retention numbers have consistently been in the 62-72% range. Our team believes that much of that retention success is due to our use and understanding of the Sales Preference Questionnaire as a selection device, along with The Psychology of Sales Call Reluctance on which the assessment is based, as a training/behavior modification tool. 

The SPQ guides us by creating an awareness of the leverageable strengths of candidates, but perhaps more importantly, it allows us to fully explore and discuss the potential obstacles that are likely to arise as the candidate begins the process of building a professional practice in financial services."

Bruce W. Davison, CFP® — President/CEO
Strategic Financial Concepts, Inc.

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SPQ*GOLD®

ASSESSMENT

Unlock the potential of fearless prospecting and self-promotion with the SPQ*GOLD® assessment.

This powerful tool is designed to help you identify and select Financial Advisors who excel in generating new business and who can confidently promote themselves.

TUTORIAL

AN INDEPTH ANALYSIS

SPQ*GOLD®

"The SPQ*GOLD® is the most comprehensive and easily understood selection tool I've ever seen. We use several different tools, but if I were limited to just one, this would be the one."

Bill Goodwin
CLU

Manard Warren & Associates

Address

913 Canongate Drive

Flower Mount, TX 75022

Email

Tel

214-681-6196

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© 2025 by Manard Warren & Associates

Boost your recruitment success and build a team of top-performing advisors:

WORKSHOP

Prospecting to the Top

Retrain Your Sales Brain

Referral Strategies

Recruiting Reluctance

E-LEARNING

Referral Strategies Online

SPEAKER & COACHING

Transforming Mindset

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