Brief: Selling in the Financial Services Industry

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