What topics does Carlos G speak about?

Carlos G specializes in speaking topics for financial professionals including 'Exactly What to Say for Accountants', 'How to Sell on Value not Price', 'The 3 Cs Coaching Framework for High Performing Teams', and 'Strategic Client Relationships'.

Who does Carlos coach?

Carlos provides coaching and consulting services for accounting firms, banking teams, and entrepreneurs, focusing on value pricing strategy, client offering design, sales conversation training, and team communication frameworks.

REFRAME is a movement co-founded by Carlos M. Garcia Jr. that transforms the way accountants see themselves. It helps thousands of accountants shift their mindset from compliance-focused to advisory-driven professionals.

How can I book Carlos to speak at my event?

You can contact Carlos through the contact form on his website at https://carlosmgarciajr.com/#start-conversation or by reaching out directly to discuss your event needs and speaking requirements.

Speak with Clarity

Carlos G is an experienced speaker, coach and consultant that helps service and retail professionals sell smarter, lead better and communicate with confidence.

Let's Start the Conversation · Book a discovery call

About Carlos

Sales & Communication Expert. Carlos is on a mission to equip professionals with the tools they never got in school but use every day. With over two decades of top-performing experience in retail sales & finance, he knows firsthand what it takes to influence decisions, build lasting client trust, and lead high-performing teams. He's the co-founder of REFRAME, a movement transforming the way financial professionals differentiate themselves in the industry, and founder of ExceedSales, a sales & leadership coaching firm dedicated to helping professionals drive better results while elevating the client experience.

Co-founder of REFRAME

REFRAME helps accounting professionals see themselves as strategic advisors and trusted business partners. Learn About REFRAME

Creator of The FAILBLAZER Method

Carlos is the author of Failblazer and creator of The Failblazer Method, helping entrepreneurs, leaders, and professionals change how they respond to failure. Learn More

Speaking That Sparks Action

Carlos delivers high-impact keynotes and workshops that combine psychology, practical scripts, and real-world examples tailored to the financial field.

Exactly What to Say: Magic Words for Influence and Impact

Learn the words that turn objections into opportunities and conversations into conversions.

How to Sell on Value not Price

Discover how to shift client perception and position yourself as an indispensable advisor.

The 3 Cs Coaching Framework for High Performing Teams

Leadership coaching frameworks for high-performing teams.

Strategic Client Relationships

Build lasting trust and advisory relationships with clients.

Book Carlos to Speak

Training That Sticks. Coaching That Converts.

Carlos creates transformative coaching and consulting programs designed for your specific industry challenges and growth goals.

Accounting Firms

Value pricing strategy development, client offering design and packaging, advisory sales conversation training, team communication frameworks.

Financial Professionals

Consultative sales approach training, client relationship development, cross-selling communication tactics, confidence-building frameworks.

Sales & Leadership Teams

Sales enablement and performance development, leadership communication and team alignment, strategic messaging and value selling.

90 day coaching program · Explore Coaching

Workshops That Build Skill & Confidence

Ideal for teams and leadership retreats, these sessions create real behavioral change, not just a motivation spike.

Focused Action Planning
Sales Conversations That Convert
Coach-Style Leadership
Internal Leadership Development

Consulting That Elevates Professionals and the Platforms That Serve Them

Carlos collaborates with firm owners, software companies, and organizations to design programs, improve adoption, and scale learning.

Messaging and positioning for professional services
Sales enablement and marketing strategy
Internal leadership development
Curriculum creation for educational platforms

Let's Start the Conversation

Ready to transform your team or event? Book Carlos for your next keynote, workshop, or consulting engagement.

Email: info@carlosmgarciajr.com · Miami, FL (Travels Globally)

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