Turn your Sales  Team into your Competitive Advantage.


We train your sales team to understand the patterns and psychology of the buyer so they can close more deals and generate more revenue.

Book Strategy Call

We train your sales advisors, leaders and organization to be aligned with the Client’s Buying Process.


We train your sales team to understand the patterns and psychology of the buyer so they can close more deals and generate more revenue.

Book Strategy Call

When achieved, deeper client relationships develop and revenue grows faster.


We train your sales team to understand the patterns and psychology of the buyer so they can close more deals and generate more revenue.

Book Strategy Call

Based in Northern California, Affluent Strategies is a sales and sales leadership training and consulting company serving the financial services industry and those who advise affluent and HNW buyers.

Affluent Strategies’ mission is to elevate the capabilities of sales advisors and team leaders, equipping them with advanced techniques in leadership, coaching, business development, and aligning sales strategies with the client's buying process. This approach is designed to effectively tackle today’s obstacles impeding sales growth.

Affluent Strategies is an authorized trainer for Kevin F. Davis’ award-winning sales team leader and sales advisor training programs, Slow Down, Sell Faster!® and Sales Manager's Guide to Greatness®. Affluent Strategies uses these fully integrated training programs as the framework and platform to bring decades of real-world and actionable leadership, sales coaching, and best practices insights to clients.

Affluent Strategies offers consulting and facilitation services in the following areas: Maximizing Strategic Partnerships, Total Sales Enablement Design (aligning and linking strategy, marketing, sales force, and sales support to the client’s buying-decision process), and Incentives and Compensation.

Affluent Strategies takes a laser-focused approach to training and coaching and is designed to help overcome challenges, produce sales growth, and create success stories for you and your team of revenue-generating professionals.

About Affluent Strategies

Founder & Head of Training

A professional portrait of Shawn McElmoyl.
Shawn McElmoyl in the military circa 1992.

Meet Shawn McElmoyl



Shawn's journey into the financial sector was preceded by an eight-year tenure in the U.S. Army. It was as a young Army officer leading an artillery battery that he was recognized for his outstanding training skills, a recognition that ignited his passion for innovative coaching and training.

This passion and his expertise in aligning the sales approach to the client’s buying process proved instrumental in his later career, where he skillfully coached teams to secure multiple wealth management relationships exceeding $100 million.

Previously, Shawn was the Managing Director and Private Wealth Management Executive for Northern California and the Pacific Northwest at Union Bank.

Before that, he served as Regional Managing Director for the Wealth Management Business at Wells Fargo and has held roles with Prudential Securities and Edward Jones.

Shawn is a graduate of the University of Oregon and outside of work he has served as a charter board member for Veteran Starts (VetStarts) and as a Vice Chair for Programs at the Capital Region Family Business Center, roles that underscore his commitment to giving back to the community and supporting business growth.

Who We Serve

We train, coach and consult with all lines of business, leadership and sales advisors in the Financial Services sector who have direct or indirect revenue goals. 
We have success advising...
  • Wealth Management
  • Commercial Banking
  • Business Banking
  • Premier/Affluent Banking
  • Branch Banking Teams
  • Marketing, Sales Support and Sales Operations – Sales Enablement to ensure complete alignment and focus on the Client Buy Journey
and training advisors and leaders in the following roles:
  • Wealth Advisor
  • Financial Advisor
  • Private & Premier Banker
  • Commercial & Business Banker/Relationship Manager
  • Trust Advisors & Portfolio Managers
  • Business Development Officers/Consultants
  • Wealth Planners and Strategists
  • Insurance and Legal Advisors
  • Sales Support/Associate Teams
  • Sales Leaders
  • Marketing Teams

What We Do

Our training programs begin and end with Affluent Strategies bringing forward over a quarter of a century of financial services sales, sales leadership, and executive leadership experience to the advisor and the sales leadership team.
 
We start with a Discovery conversation to identify your individual or team business goals and an Assessment to zero in on focus areas and sales friction points. 

We keep those training goals and desired outcomes at the forefront as we lead with  Affluent Strategies’ expert led Masterclasses combined with the award-winning, fully-integrated on-line/on-demand training programs, Slow Down, Sell Faster!® and The Sales Manager’s Guide to Greatness®.

We end with a post training survey to measure activity and revenue lift – Return on Investment. To strengthen new skill and habit adoption, you retain access to the on-line training programs, tools and templates for 12 months.

Our Programs

Sales Advisor Training:
Slow Down, Sell Faster!®

Self-paced online learning + Expert-Led MasterClasses

Learn More

What this program is about:

A book called Slow Down, Sell Faster! by Kevin Davis
When your sales process is out of synch with the client’s buying process, new client acquisition or sales opportunities stall or die:
Organizations, sales leaders and advisors are often focused more on their internal Sales Processes and not enough on their client’s individual Buying Process. When the advisor’s sales process is not “in-synch” with the client’s buying process, business relationships do not develop as quickly or smoothly.
A circular graphic illustrating the client buy-learning process.
Does your sales process match this?
The “Slow Down, Sell Faster!®” on-line and leader facilitated program teaches advisors and leaders how to identify the defined and predictable client-buying process and become a partner with the client along that buying journey. The results are faster, deeper client relationships, more business and strategic introductions.

What's Included:

  • Eight themed modules comprised of 41 ten minute instructional videos
  • Self-directed activities and quizzes
  • Tool kit with 18 implementation aids and templates
  • Live webinar kick-off, debrief and call-to-action sessions
  • Post training impact surveys and assessment
  • One year access to on-line modules for participant review and local reinforcement

Sales Leadership Training:
Sales Manager's Guide to Greatness®

Improving the skill and effectiveness of your sales leaders will exponentially impact the skill and growth of your entire sales team.

Learn More

What this program is about:

A book called Sales Manager's Guide to Greatness by Kevin Davis.

Sales Skills ≠ Leadership Skills

Companies rarely invest enough in their sales leaders. They tend to promote their best, most engaged sales performers to sales leadership positions - but the skills that made them successful in sales are not the same skills needed to Lead, Coach, Manage and Recruit.
The “Sales Manager's Guide to Greatness®” equips sales team leaders with the skills and strategies needed to lead, coach and hire high performing sales advisor teams. A cornerstone of this program is to teach leaders how to coach to the client-buying process which is a key way advisors can beat the competition.

What's Included:

  • Eight themed modules comprised of 38 ten minute instructional videos
  • Self-directed activities and quizzes
  • Tool kit with 18 implementation aids and templates
  • Live webinar kick-off, debrief and call-to-action sessions
  • Post training impact surveys and assessment
  • One year access to on-line modules for participant review and local reinforcement

Individual or Client-Team Coaching

This highly tailored coaching program is designed for advisors who want to accelerate their business growth.

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Through structured conversation, business analysis and diagnosis, we target your business goals and develop specific strategies and tactics to unleash your growth.

Areas our clients seek improvement:
‍

  • New client acquisition strategies
  • Approaches to expand existing relationships
  • Strategic introductions from clients, partners & COIs
  • Targeted growth in: investment management, fiduciary services, insurance, custom credit, and more
  • Consistency in year-over-year performance

Open Enrollment Classes

Inquire for Open Enrollment Here

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For individual sales advisors or organizations that want to train their team in smaller groups over time, Open Enrollment Co-hort classes are the way to go.

Class sizes are limited to 12 and participants get the same 10-12 week training program in addition to the different perspectives offered by others from different markets, roles and firms*.

Sales Advisor and Sales Leader training classes start the second week of every month. 

Inquire here for details, schedules and tuition for upcoming sessions.

* We can ensure participants are from different geographical markets or do not directly compete for the same target clients

Have Questions? Get in Touch.

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Contact Info

(916) 606-3219
shawn@affluentstrategies.com
El Dorado Hills, CA
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