Are you a financial advisor who often exerts most of your time and finances into advertising and networking than improving sales revenue? By investing in a business coach, you will learn critical productivity and commerce skills to spend more time selling to your target clients and less money on finding them!
Business and Executive Coach of Westerville, Ohio, John Kelly, possesses excellent business development experience and expertise to mentor you: his years as an executive sales leader have resulted in significant revenue growth, territory expansions, and turning around operations for profitability! Additionally, in his company, Coaching & Development Equals Growth, Inc., he serves clients in achieving their short and long-term goals!
Reorient Your Operations With FocalPoint Coaching
In our core business coaching session, clients will learn invaluable commerce, productivity, and leadership skills condensed into five concise modules. The information will allow you to reassess your operations, departments, and workflow to identify opportunities for better productivity and results.- Module 1: Creating a foundation, identifying your vision, strategic planning, and benchmarking.
- Module 2: Improve productivity, Occam’s Razor for prioritization, the Parthenon Principle
- Module 3: Effective marketing, improving Revenue, master branding.
- Module 4: Solution selling, negotiation, overcoming objections, and closing more sales.
- Module 5: Effective leadership, taking responsibility, strategic thinking, delegation, and execution.
Critical Skill Development for Financial Advisors
In a one-on-one coaching session, John also creates a customized session based on your unique needs. Financial advisors will benefit from our emphasis on using effective communication to foster relationships. You will learn about the diversity of communication styles - learning about different communication styles gives you more relatability with clients! Additionally, you will learn how to strategically select words in your communication to position yourself as the best and most qualified source of information. Financial Advisors will also benefit from the following assessments:- TTI Success Insights® Sales Skills Index report will reveal your strengths and opportunities for improvement by comparing your sales strategies to those of successful sales professionals. You will gain clarity on how to hold more engaging meetings with clients and compelling presentations of your investment portfolio to close more sales and earn more referrals.
- The Industry Benchmark Report and Narrative Benchmark Report will help you set new financial goals by analyzing the performance of your industry based on geography and sales volume. You will then access visual data to see how your financial performance compares to the benchmark!
