Black Belt Selling For The Financial Services
Why is the failure rate for salespeople in the financial services industry so high?
Over the past several years there have been numerous changes and consolidations in the industry. One major change has been in automation and computerization. Unfortunately, some in the industry believe that completing a standardized questionnaire with a prospect, then plugging the prospect’s answers into an financial plan layout application constitutes adequate qualifying.
Other investment advisers rely on PowerPoint and recorded presentations to motivate prospects to leave their existing CFP.
If a prospective client has met with either of the “industry professionals” above before meeting you, can you really blame them for blowing off your appointment?
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Do you have prospects who talked with you up until you made your presentation, but now they won’t return your phone calls?
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Do your requests for referrals from your clients usually yield the response, “I can’t think of anyone right now?”
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Is your company teaching you the same old sales methodology it taught its representatives 20 years ago?
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Has most of your industry sales training been teaching you about products instead of teaching you actual selling and relating skills? Or worse yet, is your sales training usually delivered by recording (CD, DVD, MP3, Video or Audio Cassette)?
If you answered yes to even one of these questions, you are not alone. Register for one of our workshops and learn how our sales approach can help you double or even triple your fees, commis sions and assets under management.
At Winfree, we have coached hundreds of financial services representatives into six-figure income results! We specialize in helping financial sales organizations to evaluate the sales and sales management issues that retard their success. Come get the one thing your industry simply cannot offer—Guaranteed Results!
Workshop: Conducted periodically at public locations throughout Chicago and in Naperville, Warrenville, Oak Brook and Aurora. We can also conduct this workshop on-site for teams of five or more financial services representatives. |
