Enhancing Sales Effectiveness

Key Trends Supporting a Rebound in Financial Services Training

by Michael Sorrow on February 5, 2013 · 0 comments

Tweet The economic situation in recent years has had significant impact on the ability of organizations to develop the technical and application skills of their front-line financial advisors. At the start of the downturn, one of the first budget lines impacted was “training.” Organizations were looking for every possible way to maximize efficiencies and minimize [...]

Don’t Waste Your Training Budget – How To Ensure Financial Advisor Training and Development Success

by Rick Swygman on January 14, 2013 · 0 comments

Tweet Pulling the trigger on sales training can be nerve-wracking, especially with the culture of austerity we all face today.  Your butt is on the line for the investment and, for most, training has historically produced only marginal results (assuming you can even measure the results!).  Nevertheless, you need a solution to meet next year’s [...]

Keys for Immediate Impact when Engaging Clients on Estate Planning

by David Greene on September 17, 2012 · 0 comments

Tweet Wealth transfer and estate planning are not only very broad topics that have myriad implications and directions for every individual client, but they also involve very significant planning discussions that require a lot of time, effort, work and money to complete.  With that said, many high net worth clients have already done some level [...]

Maximizing Your Sales Capacity – Improving Your Sales Performance by 25% or More by Reducing Calls-to-Close by One Call

by Rick Swygman on August 20, 2012 · 0 comments

Tweet Is this scenario familiar?  One of your Advisors comes to you seeking advice on how to close the wonderful prospect that has been in his pipeline for 4 months (and one that you have been asking about for the last three months).  He has made 4 or 5 calls on the client, has identified [...]

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