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Summary Below...
Sales, Sales Management and Sales Support Training for
Financial Services
We help bankers, sales reps and relationship managers think and act differently before, during and after client interactions.
• Establish more trust and build stronger relationships
• Practice and be better prepared (unleashing the power of the agenda),
• Run better meetings/calls
• Communicate more effectively (asking better questions and listening more actively),
• Generate timely insights (reframing the client’s thinking),
• Make better pitches (linking what they do to what the client cares about),
• Decrease pitch book cutter to increase impact, and...
• Better resolve issues to gain commitment (a problem solving model)
Services:
• Classroom Training
• Virtual/Hybrid Training
• Keynote Addresses
• Deal Team Coaching
• Sales Process Consulting
• Skill Reinforcement
• Curriculum Design
• 1:1 Coaching
• 1:1 Sales Mgmt Coaching
Programs:
• Winning the Business (Sales 101)
• Advanced Client Skills
• Negotiating
• Presentations that Connect
• Coaching for Team Leaders
• Data Visualization for Max Impact
• Virtual and Hybrid Selling
• Energy Management
• Developing Presence and Gravitas
• Sales as Storytelling
• Reading Clients’ Minds (Body Language)
Banking
JP Morgan
Morgan Stanley
Jefferies
UBS
Credit Suisse
BT Alex. Brown
Deutsche Bank
RBC
CIBC
TD
BMO
BNP Paribas
Houlihan Lokey
Marathon Capital
Union Square Advisors
Janney Montgomery Scott
Insurance
MetLife
Guardian
Prudential
Delta Dental
Reliance Standard
Marsh
OneDIgital
Mass Mutual
OneAmerica
Renaissance
Mutual of Omaha Dominion National
DSI
Legal Shield
ShelterPoint
Purchasing Power
MGIS
Some of Our Clients:
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Other
Schreiber Foods
Realterm NAT
M Science
IG Design Group
Custom Culinary
Innova Flavors
Net@Work
IPSOS
Johns Hopkins Carey B- School
Penn State SMEAL B-School
MACPA
Vest com
MAXX Properties
WBAL
APC Postal Logistics
Ideal Fish