If you’re a financial advisor experiencing challenges in increasing your sales revenue, I’m here to help. From a strategic sales standpoint, financial advisors who earn recurring sales revenue, profit from higher fees or achieve higher commission rates, and build long-term relationships with clients do the following:
- Develop a strong sales pitch.
- Effectively negotiate.
- Relate to their clients using interpersonal communication.
- Effectively negotiate.
These are skills requiring development. I offer comprehensive sales training for financial advisors to reach new sales goals and quotas and earn higher revenue without working overtime. I rely on the knowledge gained by obtaining an MBA in Entrepreneurship with world-renowned business growth certification to help my clients reach and exceed their financial goals.
Create a Compelling Sales Strategy
Excellent marketing will bring in your target prospective clients – and when combined with strategic positioning and an effective sales strategy, you will successfully conduct and close sales. I teach my clients how to pitch investments with the assurance of recurring revenue, higher fees, or commission rates, create a performance plan to track their progress in sales growth, and create purposeful and realistic sales quotas.
I use my TTI Success Insights® Sales Skills Index report to identify your sales knowledge in seven categories. You will gain insight into what areas of sales you need to improve to sell your financial services.
Sales Successive Training
My clients learn more productive ways to find leads, develop compelling presentations to lock in client interest, effectively overcome objections, and close sales. You will identify the emotions driving customers to address risks and tax concerns of prospective clients and offer relevant suggestions for investments.
I teach my clients in training how to overcome objections with active listening, reasoning, and solution-selling: the goal is to build authentic long-term relationships with clients and earn referrals by providing efficient service.
Explore Marketing Tools
We will explore and create optimal and cost-effective multi-use marketing strategies and platforms to complete the following:
- Lead generation and sales conversion
- Segment your target clients
- Data analysis
- Update social media or email campaigns
- Identifying more unique opportunities to advertise in your target market
Improve Interpersonal Communication
Learning behavioral styles is essential in providing quality service for your clients and securing prospective and returning clients. You will build more solid relationships with your clients by identifying your communication style, learning about other communication styles, and relating to your clients and prospective clients.
The goal is to create compelling presentations by personalization to build authentic long-term relationships with clients. Additionally, customers who experience excellent customer service are more likely to provide testimonials you can use in marketing campaigns.
Develop Personal Marketing and Branding
Using a strategic approach to personal marketing and branding, you’ll develop a compelling marketing campaign to build and expand your clientele and reputation.
Financial advisors searching for a professional to boost their sales revenue can book a consultation today to discuss my services.
