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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

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Fin-conSELLtant Sales Model

  • 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