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July 29, 2022

Conway, AR – Sales Training for Financial Advisors | Business Consulting News

Posted in: Industry News

Sales Strategies to Attract More Clients

As a financial advisor, you probably exert most of your professional efforts into developing a marketing strategy – advertising your work and your services is an important aspect of being a successful financial advisor! It is imperative to have a persuasive marketing strategy in order to build and expand your clientele and your reputation in your field. Having an impressive portfolio gives you a competitive edge, but knowing how to develop a strong sales pitch, effectively negotiate, and close a sale is integral in locking in clients, bringing in loyal clients, and attracting more potential clients.

FocalPoint’s Specialized Sales Training

At FocalPoint Business Coaching, we offer our clients extensive sales training in order to help their businesses reach their financial milestones, increase revenue, and make higher profits! Become a confident and distinguished financial advisor with sound knowledge and negotiation after receiving our sales training! Here are the core elements of sales training we provide and their benefits:

  • We identify tangible leads.
  • We work on establishing productive communication with clients and potential clients.
  • We develop your ability to hold successful meetings with clients.
  • We develop your ability to create compelling presentations to lock in clients’ interests.
  • We teach you how to clearly identify what clients are looking for and how to create solutions.
  • We work with you to create and hit sales targets and set sales quotas.
  • We teach you how to distinguish yourself from competitors and to present your specific services as the most beneficial option for your clients.

Our expansive sales training will give you the additional skills and confidence to meet with clients to give them informative and compelling presentations to discuss investment possibilities and comfortably assess any risks, present your services to clients as offering the best possible solutions to their financial goals, and successfully sell stocks and insurance to your clients.

FocalPoint’s founder, Brian Tracy, is an expert business growth specialist who has assisted over 1,000 companies nationally and internationally! He gathered his most successful business and economic strategies and employed over 200 business coaches and trainers around the country, so business owners could experience the growth they dream of. Our qualified services will be a valuable resource for your business!

Why You Should Invest in Improving Sales As An Financial Advisor

Businesses must have capital in order to remain afloat: one of the top reasons small businesses fail is because they do not make enough of a profit! Our sales training emphasizes the importance of the bottom line and will work with you to increase it.

Alan Bennett is the FocalPoint Business and Executive Coach located in Arkansas. He has operated two successful businesses – Bennett’s Market and Bennett’s Catering – for over 20 years! Call him at 501-944-1946, email abennett@focalpointcoaching.com, or click here to fill out the Growth Score assessment! We look forward to working with you!


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