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About Finka

There’s only so much pie.

You want to increase market share and be seen as a leader in the financial industry.

The problem is technology is being pushed to the forefront as the most efficient solution to handle client interactions but – it’s not the most effective solution. This causes frustration for your clients who are not able to connect with a ‘real’ person and your employees who are struggling to place a high value on customer engagement, but don’t have the tools or the time to action the mission statement that’s guiding your brand. 

Creating an authentic relationship with your customers shouldn’t come at the cost of compromising your people, purpose, or profits. 

With 25 years sales experience in the financial world, a best-selling  author, course developer and leader in shifting the sales mindset, I know how hard it can be to affect change in an industry routed in legacy systems, culture and regulations.  It has been my mission to teach financial sales teams and leaders how to SELL FROM LOVE and shift from transactional to transformational selling, so they can retain and grow business, deepen client relationships and darn it – sell more stuff. 

The SELL FROM LOVE system takes a three-step approach to shifting from transactional to transformational selling. First, we  UNLOCK THE POWER OF LOVE IN YOUR BUSINESS, IMPACT AND RESULTS. Second we  STRENGTHEN YOUR PURPOSE USING YOUR BRILLIANT DIFFERENCE and third we SHIFT FROM TRANSACTIONAL TO TRANSFORMATIONAL STORY SELLING so we can CREATE INVITATIONS AND ASK FOR THE BUSINESS.  This program promises  to take your team from feeling unclear about what is expected to confident within themselves, the products they sell and an authentic understanding and connection to your company’s  purpose.

If you’re ready to get started – book a call  to see how the SELL FROM LOVE System could transform your team, impact, and results. If you’re looking for a quickstart – take the Selling Blindspots Assessment  to see where you could take the next best steps towards SELLING FROM LOVE.

We  have the tools, experience  and skills to help you make a difference from the front line to the c-suite and we would love to start working with your team today!


Email us by filling out the form below and we’d be delighted to help.

Module 07Design a Marketing Strategy that Feels Good

The goal of this module is to make your Brilliant Difference and Most Important Thing Offer – VISIBLE.

There’s a saying, build it and they will come. We wish that it worked this way, rather fear does; because then we wouldn’t have to put our selves out there, up for judgement and rejection. Sharing your work, your services and expertise can be scary. But when we come from a place of love, as author Susan Jeffers says we “feel the fear and do it anyway.”

That is how we sell from love. We acknowledge fears presence and at the same time we take action that is aligned to our deepest desire and highest potential and possibility.

In this module we talk about the journey of making you and your offer visible to your clients and the milestones along the way, that will ultimately get you both to a place of saying YES, to working with each other.

Visibility is an option you decide on. My hope after this module is that you make a decision to be visible, in a way that feels good to you and is on the edge of your comfort zone. We need more of you, your Brilliant Difference and your work out in the world. Let’s help your ideal clients find you by showing them where you are.

In this Module you will:

Module 06Craft a Compelling Offer

The goal of this module is to clarify and confirm your most important thing – your offer.  In essence, it is what are you selling that you will use to serve your clients with and help facilitate the transformations they are seeking.

There are two important parts of the offer conversation we need to highlight here –

  • What are you offering to your clients – what are they getting?
  • What your clients are offering to you – what you are receiving for extending that offer?

Fear as a tendency to get in the way when we get to this part of the selling process.  But, not anymore, because you’re seeing that your offer is not about you, it’s about your clients and what they will get as a result of working with you.

In this Module you will:

Module 05Define Your Clients’ Transaction to Transformation Story

The goal of this module is to help you identify what is really happening when you sell. There’s the thing you are selling, and then there’s the thing your client is buying. What are the differences? And how do you not let selling from fear interfere and water down your transformation to a transaction.

At every stage of selling, fear has an opportunity to enter, this is even more prevalent when we are engaging and enrolling a client into our offers. This module is all about getting you aligned to what you are really selling – a transformation and giving you the tools to communicate that to your clients. This way you and your client are on the same page with what you are selling and what they are buying.

In this Module you will:

Module 04Discover Your Essential Client Conversation Skills

The goal of this module is to help you learn and understand how to create an environment that facilitates trust, connection, and confidence with your clients.  You play a critical role in making this happen for yourself and your clients, so fear does not get in the way of your intentions and impact.  In this module you’ll learn how to create a safe space for your clients that help them choose you as their trusted adviser.  You’ll also walk away with the most important conversation skills you need to that will help you do that.

In this Module you will:

Module 03Use Love as a Sales Strategy

The goal of this module is to help you move from your comfort zone and into your courage zone with love. Selling is filled with opportunities for fear to poke its head up inevitably holding you back from sharing your work and making the impact you know you are here to make. This is why we need to acknowledge that fear will be there, especially in times when you’re doing something you’ve never done before or reaching for goals you’ve never set out to accomplish before. This module is all about equipping you with the right tools to move forward with confidence, elegance, and ease.

In this Module you will:

Module 02Claim Your Brilliant Difference

The goal of this module is to help you discover and name your Brilliant Difference. This uniqueness you bring is here to add value and make change in the world. It’s here to make the word a better place. Focusing on who you are and finding the words to articulate your Brilliant Difference is fundamental to loving yourself, the first pillar to sell from love.
In this Module you will:

Module 01Unlock the Power of Love

The goal of this module is to increase awareness of when you are selling from love vs. fear and how embracing a new definition of selling will help you move closer to love.  Plus, you’ll learn all about how to manage the fears you face every time you market yourself and your business, make offers to sell your products and services, start on a new project or business idea.

In this Module you will: