The Store
Client Communication Playbook
The Client Communication Playbook (PDF)
The Client Communication Playbook is your complete guide to mastering the conversations that win trust, inspire loyalty, and drive referrals. Packed with proven frameworks, practical exercises, and real-world tools, it helps you connect with clients on a deeper level and communicate with clarity, empathy, and impact. Whether you’re meeting one-on-one, leading a team, or presenting to a room, this playbook gives you the confidence and strategy to turn every interaction into an advantage.
$39.00 USD
The Client Communication Playbook Bundle (PDF + Printed Workbook)
Get the best of both worlds. Instantly download the digital PDF for immediate access and receive a premium printed copy shipped straight to your door. Perfect for on-the-go reference and hands-on note-taking, this bundle equips you with proven strategies to build trust, win referrals, and master the conversations that grow your business.
$49.00 USD
The Client Communication Playbook MEGA Bundle (PDF + PRINTED + COURSE)
The Client Communication Playbook MEGA Bundle gives you everything you need to transform the way you connect with clients. You’ll get the full PDF for instant access, the printed edition to keep at your desk, and the complete video course to walk you step-by-step through the proven frameworks. Build trust faster, earn more referrals, and master the conversations that grow your business—all in one powerful bundle.
$97.00 USD
Training Resources
The Client Communication Playbook TEAM Edition--10 User Print License (PDF download)
Equip your entire team with the tools they need to communicate with clarity, empathy, and impact. This license allows you to print up to 10 copies of The Client Communication Playbook for internal use within your organization. Perfect for team training, onboarding, and ongoing development, the Playbook includes proven frameworks, scripts, and exercises to help professionals build trust, win referrals, and strengthen client relationships.
$297.00 USD
Client Communication Playbook Individual Coaching
The Client Communication Coaching Program equips financial professionals, advisors, and service leaders with proven frameworks to master the conversations that build deep trust, spark referrals, and drive lasting growth. Through personalized coaching, you’ll uncover blind spots, refine your style, and learn how to speak with clients—not at them—so every interaction creates connection, confidence, and conversion. If you’re ready to become the most referable professional in the room, this is your next step.
$1,997.00 USD
Team Training
INSIGHTS Newsletter: The Client Growth, Referral, and Retention Report
Advisor Client Communication Masterminds
Core Collective Membership
For advisors who want access + accountability without a heavy time commitment. The Core Membership of The Collective Mastermind gives you the foundation to sharpen your communication and start building more trust with your clients. You’ll gain access to monthly mastermind sessions, peer collaboration with other financial professionals, and accountability check-ins to help you stay consistent. This tier is perfect if you’re ready to stop winging it and start developing the communication skills that retain clients and set you apart in your market.
$97.00 USD every month
Pro Collective Mastermind
The Pro Collective Mastermind is built for financial professionals who want deeper coaching, real accountability, and the tools to multiply referrals. Along with everything in Core, you’ll get hot-seat coaching, access to an exclusive resource vault, quarterly implementation challenges, and admission to our annual in-person mastermind in Tampa. This tier is designed to help you move beyond theory, implement with confidence, and retain clients for life.
$197.00 USD every month
Elite Collective Mastermind
The Elite Collective Mastermind is our highest level of access, designed for advisors who want personalized coaching and VIP experiences. Along with everything in Pro, you’ll receive private 1:1 coaching with Jason, priority access via Voxer/Slack, and exclusive small-group boardroom sessions. Elite members also unlock the VIP Tampa Experience—including a private dinner and mastermind with Jason and the Speak with People team.
$497.00 USD every month
Exercises, Assessments & Frameworks
V.O.I.C.E. Framework
Speak so clients listen, trust, and say ‘yes.’ Five styles. Unlimited connection. Learn the five communication voices and how to flex yours to inspire action, create clarity, and build relationships that last for decades.
$19.00 USD
V.O.I.C.E. Assessment
Your voice is your secret weapon. Discover your dominant communication style, your hidden strengths, and how to adapt your approach so you connect with every client, even the ones you thought were hard to reach.
$29.00 USD
V.O.I.C.E Bundle
Discover how to flex your V.O.I.C.E. style for every client conversation. This bundle includes the 50-question self-assessment, scoring guide, and practical tips to adapt your voice to any client personality, so you can connect faster, communicate clearer, and close with confidence.
$39.00 USD
Client Meeting Prep Card
Walk into every meeting ready to win trust. A quick-fill tool to help you lead with clarity, confidence, and connection from the first hello.
$19.00 USD
I.M.P.A.C.T. Framework
Make your message unforgettable. Six high-impact moves that transform any conversation into a moment that moves clients forward.
$19.00 USD
7 Layers of a Client’s Story
Go deeper than goals. This proven conversation roadmap helps you uncover the motivations, dreams, and life experiences that drive your clients’ decisions and earn their lifetime trust.
