Free Live Workshop for Financial Advisors
In this free 60-minute workshop, Ashwin will show you the exact strategy he used to generate over 2+ Million — in new revenue from existing clients without ever making the second conversation feel like a second pitch.
What You'll Walk Away With
Run in order, on every household. Not theory — the exact sequence Ashwin used to expand his own book.
Audit the book you already have and see, household by household, exactly what's unaddressed — before you ever pick up the phone.
How to raise a new line so it lands as a gap you noticed, not a product you're pushing — the exact language, and the setup that earns permission to go there.
Position the additional solution as finishing the plan they already bought into — so the client sees continuity, not a second sale.
Build the cross-sale into your annual review rhythm so it happens on schedule across the whole book — on your 1st client and your 100th.
Your Host
Forbes Best in State · 2× Advisor of the Year · Founder, Mohan Consulting
Ashwin built his practice from zero — no warm book of business, no inherited clients — to ranking #8 among over 10,000 advisors at a Fortune 100 company before turning 30.
As one of the youngest advisors in his company's 160-year history to reach that milestone, he didn't get there by chasing more leads than everyone else. He got there by going deeper into every household he already had — and building a system that made the second and third solution a natural part of the plan instead of a separate sale.
"He's not teaching theory. He's teaching the system he actually ran."
Now through M.Consulting, Ashwin teaches that exact system to emerging advisors who are tired of growing one new client at a time — and are ready to grow the book they've already earned.
Advisor Testimonials
This completely changed how I run discovery meetings. I went from leaving calls unsure if I covered everything to walking out with a complete fact finder every single time.
This planning process has led to significantly more business and referrals within my target market, transforming my professional trajectory.
Ashwin's consulting has led to a significant revenue boost and transformative growth in a niche market for my financial planning business. Highly recommend!
Common Questions
One Session. Live Only.
No replay. No spam. Just the link + reminders.