Wealth Management

Selling wealth management services is more challenging today than it was just 10 years ago. Buyers are more sophisticated and can get insights on stocks and bonds anywhere. Prospecting is tougher than ever. Advisor’s relationships used to be enough for them to build their practice.

An advisor’s job is no longer just about knowing and selling their products and services—it’s about looking at the broad picture and providing financial planning advice. To succeed, advisors need to change the way they sell and prospect.

At RAIN Group, we work with wealth management firms and financial advisors to help them succeed in today’s sales environment.

We’ve worked with dozens of regional, national, and international wealth management and financial services institutions to help them sell the broadest range of products and services, both to consumer and business clients. Here are just a few ways we help wealth management firms succeed:

• Unleash the sales potential across all wealth management and financial services teams
• Sell proactively, driving demand for services clients should be taking advantage of but aren't

• Increase cross-selling and upselling, so advisors grow their existing clients
• Improve sales skills—from prospecting and consultative selling to closing and growing clients