What We Can Do For You…

SALES TRAININGS
One of the most popular requests we receive is for a 60-90 minute sales training that focuses on a specific step of the sales process. The next request we receive is that we develop the sales training so that it can be delivered by corporate trainers, internal wholesalers and regional sales managers. (That's one reason why we develop extensive Leader's Guides for each of our sales trainings.) Lastly, we are asked to customize a sales training to the organization's existing sales process or current training needs. Topics include: Profiling, Presenting, Closing, Objections, Setting Goals, Time Management and Client Referrals.

SALES IDEAS
Nothing beats a good sales idea for delivering a creative new concept that will increase sales, spreading a best practice across the organization, or disseminating an important message. Sales ideas are relatively inexpensive to create, print and deliver. And they are one of the fastest ways to communicate directly with the Brokers who are on the front lines generating revenue for the sales organization. It has been our opinion for a long time that for all of these reasons you owe Brokers a new sales idea every one to two weeks.

COACHING PROGRAMS
Our coaching program pushes skills training deeper into the field where it is faster, more effective and less expensive. Giving your Sales Managers the process, principles, techniques and tools to become effective coaches not only makes your Reps more productive Reps, it makes your Sales Managers better Sales Managers.

TRAINING PROGRAMS
What is the ultimate goal of your Training Department? Have you accumulated a random collection of training modules over the years or are they coordinated and organized in support of the organization's sales goals? Do you have the right training personnel in place? Is the Training Department aligned with the sales organization? We play two roles when these kinds of questions are asked. First we work with your organization to design and build a long-term Training Plan that is aligned with the sales organization's priorities. Second, we build training modules and marketing pieces that support the Training Plan.

MARKETING PROGRAMS
Marketing comprises a variety of projects. We create product brochures and programs. We create branch advertising campaigns and contest designs. We create new product launches and old program relaunches. We create broker-dealer guides and broker sales tools. We create prospecting letters and sales conference presentations. We come up with bold new designs or incorporate existing brand standards. And for all of the projects, we create the original design, write the copy and develop final materials. From your initial idea to the final production of materials, we work with you and your team to develop marketing materials that are on target, on time and on budget.

LIFE INSURANCE PROGRAMS
Life insurance is the next big thing for Investment Reps. Everywhere you turn you read an article about it, listen to an insurance company pitch their products, or bump into a wholesaler ready to delivery his powerpoint. Sadly, it's been this way for many years. While we do not profess to have finally cracked the code, we have played an active role in this unfolding story. We have learned a few things along the way. We have contributed to success stories where we have assisted with training, marketing and sales tools.