Selling skills for financial advisors


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Selling skills for financial advisors

  1. 1. Press ReleaseSub: A new & unique training program on ‘Professional Selling Skills forFinancial Advisors’- ‘The Fin-conSELLtant Sales Model’The ‘Sales Training Experts’ have announced a new & unique training programon ‘Professional Selling Skills for Financial Advisors’ titled: ‘The Fin-conSELLtant Sales Model!”The recent global financial crisis dealt a severe blow to investor confidence infinancial 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 theproducts their advisors had sold them.As a result, many investors pulled money away from their advisors, either tomanage 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 andconfidence prompted more than a quarter of H igh Net Worth investors surveyedto withdraw assets from their wealth management firm or to leave that firmaltogether.In today’s ultra-competitive business environment, being likeable is not enough toclose a sale and having a professional designation or product knowledge is nolonger an advantage. One also cannot do what the competition is doing andexpect to have substantial success. Studies have proven that it involves besidesbeing able to address the question: ‘What’s in it for me?’ (the client!), a lot ofother 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 mustfirst need to move away from a ‘Transactional’ approach & embrace ‘The ‘Fin-conSELLtant’ Sales Model’, which forms the basis for being the Investorsguide with a Consultative, Collaborative & High Relationship focused approachwith ‘Trust’ as the key.This ‘Professional Selling Skills for Financial Advisors’ program ensures athorough understanding & importance of the sales process by using aconsultative approach and building on solid trust & customer relationship, whileenabling one to become more professional & successful in a sales role and issuitable for anyone relatively new to selling, as well as, the more experienced
  2. 2. ones, who wish to refresh or fine tune their existing skills in line with today’s needfor this type of approach.At the end of the 3 Day program participants would have gained a fullunderstanding of both the buying & selling processes including the importance ofbeing well organized. And most importantly… over the period of the course,participants would have worked through the Six Step Sales Process, practicingthe 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 theirsuccess 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 beextreme value by attending this program, while experiencing immediate successin the first few appointments and an outstanding performance for the rest of one’scareer .More details can be seen on Website: www.Sales-Training.inContact: Gerard: +91 9840099899 Email: