One of the most difficult challenges advisors face is acquiring new business. Advisors rely on their relationships, and prospecting is harder than ever. We’ll teach your team how to bring in a predictable flow of new business while maintaining an active practice of clients.
Today’s buyers want advice on their financial planning so they can make smart decisions—and a lot of times those decisions have nothing to do with investments. We’ll teach your sellers how to sell with an insights-based approach, collaborating with and educating buyers.
A huge untapped opportunity for many advisors is growing their existing clients. From gaining greater share of wallet to family planning, opportunities for growing clients abound. We’ll work with your team to uncover these opportunities and significantly grow their accounts.
We’ve worked with both global and regional wealth management firms to help them improve their sales results. We speak your language and teach advisors how to sell by bringing their valuable advice to buyers.
Our training programs and methodologies are based on our work with financial services companies, along with benchmark research including What Sales Winners Do Differently, Top Performance in Strategic Account Management, and The Top-Performing Sales Organization.
Training is not our focus. Behavior change is. Our educational system includes assessment, program customization, and robust reinforcement to ensure that new skills are learned and applied. Learn more.
Selling has changed more in the last 10 years than in the previous 40. Learn how to succeed with consultative selling in the new sales environment.
Take the first step to learn how we can help you grow your wealth management firm.
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