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Financial Services Training
| We offer a variety of programs for different levels of productivity and experience, from entry-level salespeople to those at the most senior level.
We find the issues that are important to our clients' success and create or tailor programs particular to their skill and knowledge level and segment of the industry.
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Proven Record
Our programs have given our clients:
- Increased sales and profitability
- The ability to get new personnel trained and selling
- The means to implement new programs
- The necessary impetus for salespeople to move beyond a plateau in their growth and reach their potential
- New insights into the strategic positioning of new or existing products
- Identification of additional distribution channels for financial services? products
- Opportunities to advance the sales culture for the organization, employees and managers
- An enhanced needs-based approach versus a product push approach by salespeople
- Increased market share by capturing assets from competitors and/or recovering lost assets
- Assistance in overcoming issues such as the transaction mindset versus the relationship mindset, integration, and compensation
- The design of an internal public relations program for the investment area (Shane does this? If not, delete.)
- Sustained increases in revenues and profits as a result of ongoing professional development
- Daily exchange of ideas between external and internal wholesalers, and institutional salespeople and traders, that had not previously taken place
- Improved relationships with outside centers of influence on accounts
- Team building
- A keener focus on the competition
- Increased motivation, confidence and enthusiasm
Our programs provide:
- Sales Skills Enhancement and Business Development for experienced sales representatives
- Product Knowledge training with particular emphasis on mutual funds, annuities, equities, fixed income and life insurance products
- Initial sales training
- Custom marketing seminars for salespeople on subjects including: retirement planning, mutual funds, fixed income investing, long term care insurance, etc.
- Advanced training for sales managers
- Sales/Compliance training
- Training for changing market conditions
- Telemarketing training - inbound and outbound
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