Brief: Selling in the Financial Services Industry
Sales performance improvement
What’s Inside
Each transaction begins and ends with a person.
Therefore, building a presence in the Financial Services industry means building relationships. Forming these relationships is becoming increasingly challenging. In today’s tech-driven world, digital solutions separate the professional from the customer. Richardson Sales Performance's brief, Selling in the Financial Industry, explores these trends and provides insights into what sellers in the financial services and banking industry can do to leverage an understanding of these trends to gain a competitive advantage.
We discuss:
- The importance of earning and keeping trust with customers
- Leveraging key advantages to differentiate from the competition
- Creating unified cohesion in team selling
Resources You Might Be Interested In
Webinar Recording: Effective Coaching Strategies that Unlock Seller Performance
Download a copy of our webinar where we explore the difference between management and coaching, why coaching-specific training matters, how to use data to uncover coaching opportunities, and more.
Video
White Paper: The Coaching Efficiency Paradox
Learn why effective coaching transforms sales teams how top-performing organizations leverage coaching for success.
White Paper
White Paper: Accelerating Sales Performance with AI
Learn how organizations successfully set themselves up for future success by embedding AI into their sales processes.
White Paper, Article
Solutions You Might Be Interested In
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Accelerate Sales Performance System
Learn More: Accelerate Sales Performance SystemBring clarity to the most critical skill gaps you need to address to move your business metrics with the NEW Accelerate Sales Performance System
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Sales Training Delivery
Learn More: Sales Training DeliverySpeed to proficiency is crucial for today’s competitive sales teams looking to upskill. We offer a variety of delivery options including live, virtual, and digital to meet you where you are and quickly lift you to where you want to go.
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Sales training content that improves performance
Learn More: Sales training content that improves performanceGrounded in behavioral science, our Connected Selling Curriculum addresses all selling roles and all phases of the sales cycle to give your team the right learning at the right time.
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Professional services tailored to your needs
Learn More: Professional services tailored to your needsWe define and target the most critical selling behaviors your team needs for sales success in your market and offer customized sales training, coaching and consulting.
