SlideShare a Scribd company logo
1 of 2
Download to read offline
Press Release

Sub: A new & unique training program on ‘Professional Selling Skills for
Financial Advisors’- ‘The Fin-conSELLtant Sales Model’


The ‘Sales Training Experts’ have announced a new & unique training program
on ‘Professional Selling Skills for Financial Advisors’ titled: ‘The Fin-
conSELLtant Sales Model!”
The recent global financial crisis dealt a severe blow to investor confidence in
financial markets, including regulators, ratings agencies and those on the front-
line of risk management—personal financial advisors. Following the crisis,
investors grew distrustful of the financial advice they had received and the
products their advisors had sold them.
As a result, many investors pulled money away from their advisors, either to
manage it on their own or to redirect assets to other —often multiple—advisors,
whom they perceived to provide more personal & customized advice.
According to Capgemini’s World Wealth Report, loss of investor trust and
confidence prompted more than a quarter of H     igh Net Worth investors surveyed
to withdraw assets from their wealth management firm or to leave that firm
altogether.
In today’s ultra-competitive business environment, being likeable is not enough to
close a sale and having a professional designation or product knowledge is no
longer an advantage. One also cannot do what the competition is doing and
expect to have substantial success. Studies have proven that it involves besides
being able to address the question: ‘What’s in it for me?’ (the client!), a lot of
other attributes from the Advisor, such as, Transparency, Differentiation,
Listening, Empathizing & Educating the Customer to name just a few.
To differentiate and re-position oneself exclusively in the marketplace, one must
first need to move away from a ‘Transactional’ approach & embrace ‘The ‘Fin-
conSELLtant’ Sales Model’, which forms the basis for being the Investors
guide with a Consultative, Collaborative & High Relationship focused approach
with ‘Trust’ as the key.
This ‘Professional Selling Skills for Financial Advisors’ program ensures a
thorough understanding & importance of the sales process by using a
consultative approach and building on solid trust & customer relationship, while
enabling one to become more professional & successful in a sales role and is
suitable for anyone relatively new to selling, as well as, the more experienced
ones, who wish to refresh or fine tune their existing skills in line with today’s need
for this type of approach.
At the end of the 3 Day program participants would have gained a full
understanding of both the buying & selling processes including the importance of
being well organized. And most importantly… over the period of the course,
participants would have worked through the Six Step Sales Process, practicing
the skills at each stage, so that their selling skills are developed & reinforced;
while also working on selling (their own) products/ services, making the role-
plays very realistic & practical, while yet, building loyalty and building their
success at the same time!

Whether one specializes in Investments, Insurance, or both, or if a New Recruit,
Top Producer, Manager, or just an Average Performer, there will certainly be
extreme value by attending this program, while experiencing immediate success
in the first few appointments and an outstanding performance for the rest of one’s
career .

More details can be seen on Website: www.Sales-Training.in
Contact: Gerard: +91 9840099899         Email:    training@Sales-Training.in

More Related Content

Viewers also liked

Retail sales training
Retail sales training Retail sales training
Retail sales training Gerard Assey
 
Train the trainer
Train the trainerTrain the trainer
Train the trainermao samdy
 
Ipdc training 2014 train the trainer
Ipdc training 2014   train the trainerIpdc training 2014   train the trainer
Ipdc training 2014 train the trainerBun Sucento
 
You Broke It, You Bought It
You Broke It, You Bought ItYou Broke It, You Bought It
You Broke It, You Bought ItTim Senft
 
Train the Trainer
Train the TrainerTrain the Trainer
Train the Trainersnehnad86
 
Train the Trainer: Tips for Enhancing Employee Learning (Presented at HighEdW...
Train the Trainer: Tips for Enhancing Employee Learning (Presented at HighEdW...Train the Trainer: Tips for Enhancing Employee Learning (Presented at HighEdW...
Train the Trainer: Tips for Enhancing Employee Learning (Presented at HighEdW...Katie Santo
 
Team Building(Silver Shadow Train The Trainer)By Waqas Hassan Khan
Team Building(Silver Shadow Train The Trainer)By Waqas Hassan KhanTeam Building(Silver Shadow Train The Trainer)By Waqas Hassan Khan
Team Building(Silver Shadow Train The Trainer)By Waqas Hassan KhanWaqas601
 
''Train the trainer'' presentation
''Train the trainer'' presentation''Train the trainer'' presentation
''Train the trainer'' presentationImede
 
Train The Trainer
Train The TrainerTrain The Trainer
Train The TrainerMMMTS
 
Slides for a fantastic Train the Trainer Program by Dr. John Persico Jr.
Slides for a fantastic Train the Trainer Program by Dr. John Persico Jr. Slides for a fantastic Train the Trainer Program by Dr. John Persico Jr.
Slides for a fantastic Train the Trainer Program by Dr. John Persico Jr. Dr. John Persico
 
Precise Train the Trainer Course Materials
Precise Train the Trainer Course MaterialsPrecise Train the Trainer Course Materials
Precise Train the Trainer Course MaterialsContent Rules, Inc.
 
Train The Trainer For Sharing
Train The Trainer For SharingTrain The Trainer For Sharing
Train The Trainer For SharingTina Arora
 
Sales Training Powerpoint
Sales Training PowerpointSales Training Powerpoint
Sales Training Powerpointkaibei
 
Social Media Marketing For Business
Social Media Marketing For BusinessSocial Media Marketing For Business
Social Media Marketing For BusinessJeff Bullas
 
Some tips on selling from Ogilvy
Some tips on selling from OgilvySome tips on selling from Ogilvy
Some tips on selling from OgilvyOgilvyOne Worldwide
 

Viewers also liked (20)

Retail sales training
Retail sales training Retail sales training
Retail sales training
 
Train the trainer
Train the trainerTrain the trainer
Train the trainer
 
Ipdc training 2014 train the trainer
Ipdc training 2014   train the trainerIpdc training 2014   train the trainer
Ipdc training 2014 train the trainer
 
You Broke It, You Bought It
You Broke It, You Bought ItYou Broke It, You Bought It
You Broke It, You Bought It
 
Train the Trainer
Train the TrainerTrain the Trainer
Train the Trainer
 
Train the Trainer: Tips for Enhancing Employee Learning (Presented at HighEdW...
Train the Trainer: Tips for Enhancing Employee Learning (Presented at HighEdW...Train the Trainer: Tips for Enhancing Employee Learning (Presented at HighEdW...
Train the Trainer: Tips for Enhancing Employee Learning (Presented at HighEdW...
 
Team Building(Silver Shadow Train The Trainer)By Waqas Hassan Khan
Team Building(Silver Shadow Train The Trainer)By Waqas Hassan KhanTeam Building(Silver Shadow Train The Trainer)By Waqas Hassan Khan
Team Building(Silver Shadow Train The Trainer)By Waqas Hassan Khan
 
''Train the trainer'' presentation
''Train the trainer'' presentation''Train the trainer'' presentation
''Train the trainer'' presentation
 
Train The Trainer
Train The TrainerTrain The Trainer
Train The Trainer
 
Slides for a fantastic Train the Trainer Program by Dr. John Persico Jr.
Slides for a fantastic Train the Trainer Program by Dr. John Persico Jr. Slides for a fantastic Train the Trainer Program by Dr. John Persico Jr.
Slides for a fantastic Train the Trainer Program by Dr. John Persico Jr.
 
Precise Train the Trainer Course Materials
Precise Train the Trainer Course MaterialsPrecise Train the Trainer Course Materials
Precise Train the Trainer Course Materials
 
Train The Trainer For Sharing
Train The Trainer For SharingTrain The Trainer For Sharing
Train The Trainer For Sharing
 
Effective Corporate Trainer Skills PPT - Training and Development
Effective Corporate Trainer Skills PPT - Training and DevelopmentEffective Corporate Trainer Skills PPT - Training and Development
Effective Corporate Trainer Skills PPT - Training and Development
 
Train the trainer
Train the trainerTrain the trainer
Train the trainer
 
Train the trainer Training
Train the trainer TrainingTrain the trainer Training
Train the trainer Training
 
Sales Training Powerpoint
Sales Training PowerpointSales Training Powerpoint
Sales Training Powerpoint
 
Basic selling skills
Basic selling skillsBasic selling skills
Basic selling skills
 
Social Media Marketing For Business
Social Media Marketing For BusinessSocial Media Marketing For Business
Social Media Marketing For Business
 
Designing With Vision
Designing With VisionDesigning With Vision
Designing With Vision
 
Some tips on selling from Ogilvy
Some tips on selling from OgilvySome tips on selling from Ogilvy
Some tips on selling from Ogilvy
 

Similar to Selling skills for financial advisors

SALES TRAINING for FINANCIAL ADVISORS
SALES TRAINING for FINANCIAL ADVISORSSALES TRAINING for FINANCIAL ADVISORS
SALES TRAINING for FINANCIAL ADVISORSGerard Assey
 
Career Path
Career PathCareer Path
Career Pathjohnee3
 
Customer centric financial selling with Mercuri
Customer centric financial selling with MercuriCustomer centric financial selling with Mercuri
Customer centric financial selling with MercuriMercuri International
 
Proposal For Care Program August 24, 2011
Proposal For Care Program August 24, 2011Proposal For Care Program August 24, 2011
Proposal For Care Program August 24, 2011Sjain19
 
New York School of Finance Brochure
New York School of Finance BrochureNew York School of Finance Brochure
New York School of Finance BrochurePaul Pignataro
 
LeadMD Hybrid Waterfall Framework
LeadMD Hybrid Waterfall FrameworkLeadMD Hybrid Waterfall Framework
LeadMD Hybrid Waterfall FrameworkLeadMD
 
Hunter farmer ....a sales model… or competences needed within every business ...
Hunter farmer ....a sales model… or competences needed within every business ...Hunter farmer ....a sales model… or competences needed within every business ...
Hunter farmer ....a sales model… or competences needed within every business ...Joost Holleman
 
Bus169 Kotler Chapter 13
Bus169 Kotler Chapter 13Bus169 Kotler Chapter 13
Bus169 Kotler Chapter 13Alwyn Lau
 
Sales marketing alignment 10 16-13_
Sales marketing alignment 10 16-13_Sales marketing alignment 10 16-13_
Sales marketing alignment 10 16-13_Robert J. Moreau
 
The Power of Sales-Marketing Alignment to Enable Sales & Improve Business Per...
The Power of Sales-Marketing Alignment to Enable Sales & Improve Business Per...The Power of Sales-Marketing Alignment to Enable Sales & Improve Business Per...
The Power of Sales-Marketing Alignment to Enable Sales & Improve Business Per...Veelo
 
Why sales funnel is important in affiliate marketing
Why sales funnel  is important in affiliate marketingWhy sales funnel  is important in affiliate marketing
Why sales funnel is important in affiliate marketingIlesanmiDare
 
Uttam_update_CV
Uttam_update_CVUttam_update_CV
Uttam_update_CVUttam Sahu
 
OPEN Brochure NEW 2015 WEB - 201502
OPEN Brochure NEW 2015 WEB - 201502OPEN Brochure NEW 2015 WEB - 201502
OPEN Brochure NEW 2015 WEB - 201502Adrian Davison
 
The Sales Institute Training courses 2014 / 2015
The Sales Institute Training courses  2014 / 2015The Sales Institute Training courses  2014 / 2015
The Sales Institute Training courses 2014 / 2015Syl Cotter
 

Similar to Selling skills for financial advisors (20)

SALES TRAINING for FINANCIAL ADVISORS
SALES TRAINING for FINANCIAL ADVISORSSALES TRAINING for FINANCIAL ADVISORS
SALES TRAINING for FINANCIAL ADVISORS
 
Open Courses Guide
Open Courses GuideOpen Courses Guide
Open Courses Guide
 
Career Path
Career PathCareer Path
Career Path
 
About Seven Consultoria
About Seven ConsultoriaAbout Seven Consultoria
About Seven Consultoria
 
Customer centric financial selling with Mercuri
Customer centric financial selling with MercuriCustomer centric financial selling with Mercuri
Customer centric financial selling with Mercuri
 
Proposal For Care Program August 24, 2011
Proposal For Care Program August 24, 2011Proposal For Care Program August 24, 2011
Proposal For Care Program August 24, 2011
 
New York School of Finance Brochure
New York School of Finance BrochureNew York School of Finance Brochure
New York School of Finance Brochure
 
LeadMD Hybrid Waterfall Framework
LeadMD Hybrid Waterfall FrameworkLeadMD Hybrid Waterfall Framework
LeadMD Hybrid Waterfall Framework
 
Hunter farmer ....a sales model… or competences needed within every business ...
Hunter farmer ....a sales model… or competences needed within every business ...Hunter farmer ....a sales model… or competences needed within every business ...
Hunter farmer ....a sales model… or competences needed within every business ...
 
Bus169 Kotler Chapter 13
Bus169 Kotler Chapter 13Bus169 Kotler Chapter 13
Bus169 Kotler Chapter 13
 
Sales marketing alignment 10 16-13_
Sales marketing alignment 10 16-13_Sales marketing alignment 10 16-13_
Sales marketing alignment 10 16-13_
 
The Power of Sales-Marketing Alignment to Enable Sales & Improve Business Per...
The Power of Sales-Marketing Alignment to Enable Sales & Improve Business Per...The Power of Sales-Marketing Alignment to Enable Sales & Improve Business Per...
The Power of Sales-Marketing Alignment to Enable Sales & Improve Business Per...
 
Why sales funnel is important in affiliate marketing
Why sales funnel  is important in affiliate marketingWhy sales funnel  is important in affiliate marketing
Why sales funnel is important in affiliate marketing
 
Program Overview
Program OverviewProgram Overview
Program Overview
 
Sales Training in Qatar
Sales Training in QatarSales Training in Qatar
Sales Training in Qatar
 
Uttam_update_CV
Uttam_update_CVUttam_update_CV
Uttam_update_CV
 
OPEN Brochure NEW 2015 WEB - 201502
OPEN Brochure NEW 2015 WEB - 201502OPEN Brochure NEW 2015 WEB - 201502
OPEN Brochure NEW 2015 WEB - 201502
 
Sales Brochure
Sales BrochureSales Brochure
Sales Brochure
 
Skills Set for 2016
Skills Set for 2016Skills Set for 2016
Skills Set for 2016
 
The Sales Institute Training courses 2014 / 2015
The Sales Institute Training courses  2014 / 2015The Sales Institute Training courses  2014 / 2015
The Sales Institute Training courses 2014 / 2015
 

More from Gerard Assey

Debt collection skills & techniques
Debt collection skills & techniquesDebt collection skills & techniques
Debt collection skills & techniquesGerard Assey
 
Employability Skills For Youth
Employability Skills For YouthEmployability Skills For Youth
Employability Skills For YouthGerard Assey
 
Retail Sales Training 3 Days
Retail Sales Training  3 DaysRetail Sales Training  3 Days
Retail Sales Training 3 DaysGerard Assey
 
Selling skills for financial advisors
Selling skills for financial advisorsSelling skills for financial advisors
Selling skills for financial advisorsGerard Assey
 
Selling skills for financial advisors
Selling skills for financial advisorsSelling skills for financial advisors
Selling skills for financial advisorsGerard Assey
 
Media sales training
Media sales trainingMedia sales training
Media sales trainingGerard Assey
 
Etiquette training & personal grooming
Etiquette training & personal groomingEtiquette training & personal grooming
Etiquette training & personal groomingGerard Assey
 
Retail sales training
Retail sales trainingRetail sales training
Retail sales trainingGerard Assey
 

More from Gerard Assey (12)

Sales Training
Sales TrainingSales Training
Sales Training
 
Debt collection skills & techniques
Debt collection skills & techniquesDebt collection skills & techniques
Debt collection skills & techniques
 
Employability Skills For Youth
Employability Skills For YouthEmployability Skills For Youth
Employability Skills For Youth
 
Retail Sales Training 3 Days
Retail Sales Training  3 DaysRetail Sales Training  3 Days
Retail Sales Training 3 Days
 
Selling skills for financial advisors
Selling skills for financial advisorsSelling skills for financial advisors
Selling skills for financial advisors
 
Selling skills for financial advisors
Selling skills for financial advisorsSelling skills for financial advisors
Selling skills for financial advisors
 
Media sales training
Media sales trainingMedia sales training
Media sales training
 
Etiquette training & personal grooming
Etiquette training & personal groomingEtiquette training & personal grooming
Etiquette training & personal grooming
 
Retail sales training
Retail sales trainingRetail sales training
Retail sales training
 
Sales training
Sales trainingSales training
Sales training
 
Sales training
Sales trainingSales training
Sales training
 
Sales training
Sales trainingSales training
Sales training
 

Selling skills for financial advisors

  • 1. Press Release Sub: A new & unique training program on ‘Professional Selling Skills for Financial Advisors’- ‘The Fin-conSELLtant Sales Model’ The ‘Sales Training Experts’ have announced a new & unique training program on ‘Professional Selling Skills for Financial Advisors’ titled: ‘The Fin- conSELLtant Sales Model!” The recent global financial crisis dealt a severe blow to investor confidence in financial markets, including regulators, ratings agencies and those on the front- line of risk management—personal financial advisors. Following the crisis, investors grew distrustful of the financial advice they had received and the products their advisors had sold them. As a result, many investors pulled money away from their advisors, either to manage it on their own or to redirect assets to other —often multiple—advisors, whom they perceived to provide more personal & customized advice. According to Capgemini’s World Wealth Report, loss of investor trust and confidence prompted more than a quarter of H igh Net Worth investors surveyed to withdraw assets from their wealth management firm or to leave that firm altogether. In today’s ultra-competitive business environment, being likeable is not enough to close a sale and having a professional designation or product knowledge is no longer an advantage. One also cannot do what the competition is doing and expect to have substantial success. Studies have proven that it involves besides being able to address the question: ‘What’s in it for me?’ (the client!), a lot of other attributes from the Advisor, such as, Transparency, Differentiation, Listening, Empathizing & Educating the Customer to name just a few. To differentiate and re-position oneself exclusively in the marketplace, one must first need to move away from a ‘Transactional’ approach & embrace ‘The ‘Fin- conSELLtant’ Sales Model’, which forms the basis for being the Investors guide with a Consultative, Collaborative & High Relationship focused approach with ‘Trust’ as the key. This ‘Professional Selling Skills for Financial Advisors’ program ensures a thorough understanding & importance of the sales process by using a consultative approach and building on solid trust & customer relationship, while enabling one to become more professional & successful in a sales role and is suitable for anyone relatively new to selling, as well as, the more experienced
  • 2. ones, who wish to refresh or fine tune their existing skills in line with today’s need for this type of approach. At the end of the 3 Day program participants would have gained a full understanding of both the buying & selling processes including the importance of being well organized. And most importantly… over the period of the course, participants would have worked through the Six Step Sales Process, practicing the skills at each stage, so that their selling skills are developed & reinforced; while also working on selling (their own) products/ services, making the role- plays very realistic & practical, while yet, building loyalty and building their success at the same time! Whether one specializes in Investments, Insurance, or both, or if a New Recruit, Top Producer, Manager, or just an Average Performer, there will certainly be extreme value by attending this program, while experiencing immediate success in the first few appointments and an outstanding performance for the rest of one’s career . More details can be seen on Website: www.Sales-Training.in Contact: Gerard: +91 9840099899 Email: training@Sales-Training.in