Tired of Up and Down Sales Reports?
Do you want predictable, consistent results—every quarter, every month, every day?
Why have a system
Business Development for Financial Advisors
Wednesday, December 5, 2018 | 9:00-11:00 am
What distinguishes the most successful advisors from the rest?
It's about your client base
It’s about building a book of business—identifying a prospect, uncovering their problem, pairing a solution, closing the business, and client retention.
Sandler Client Successes
Sandler Training for Software Technology
Business owner Carol Vercellino, CEO & Co-Founder of Oak City Labs realized her company was lacking goals and processes. Carol realized the company needed scalable, repeatable systems to grow the business. Sandler Training helped Carol implement sales processes, effectively use up-front contracts, and create structure in prospect conversations. This resulted in proposals that were more focused on prospect needs and increased closing rates.
Coaching; identifying & overcoming obstacles
As a leader, focus on the highest impact role of your job; coaching.
Susan Sykes discussions why an effective leader must determine the personal performance code of each of their team members. Coaching is about identifying self-limiting beliefs, building trust, and creating lasting behavioral change. It creates wisdom and self-sufficiency.