Your firm’s success is dependant on the quality of their teams in charge of sales, relationships and distribution. We target 10-50 times ROI across all our sales courses. We seek to build tailored responses to our client’s requirements. Over the years clients have asked us to rationalise previous work into a menu of standardised capabilities, which you will find listed below. Click on each icon to learn more.
LONDON - NEW YORK - SINGAPORE
WHAT OUR PROGRAMMES ACHIEVE
Unique learning experiences
No clones: no memorising standard sales scripts
Training as a profit centre, not a cost
Helping your team build and deliver a global sales strategy
- We are the only firm who focuses on sales skills purely for the financial service market.
- Our entire sales faculty have all run sales desks at firms like yours.
- Using self-awareness tools and psychometrics, we develop individuals’ self-belief and bring out their own unique, full potential.
- Peer review and self-analysis.
- Target your targets.
- Sell your products.
- Focus on developing more profitable relationships.
- Targets per month/year/day/hour.
- Optimise your team.
- Consultancy on marketing materials and strategy.
OUR LEVELS OF PROFICIENCY
Indicative Learning Outcomes
• You understand the terminology and concepts and are aware of any drivers supporting this activity.
• You can put this activity into practice.
• You can carry out this activity to the expected standard when straightforward, following advice and guidance as necessary.
• You know where to source guidance and information regarding this activity and use this confidently.
• You can identify when things are generally being done as they should and you can spot if things are not right.
• You can judge your own limits with regards to this activity and, if appropriate, who to defer to in the event of needing further advice.
Indicative Learning Outcomes
• You are knowledgeable on this subject and are capable of explaining it to a range of different audiences.
• You have extensive experience of this activity in both straightforward and complex situations.
• You can deal effectively with difficult or complex issues relating to this activity and both propose and evaluate alternative solutions.
• You can make decisions confidently regarding this activity.
• You can provide guidance, instruction and advice to others and may provide mentoring and/or coaching about this activity.
Indicative Learning Outcomes
• You have a detailed level of knowledge relating to the activity and its application in many and varied circumstances.
• You are able to share your knowledge with others and have done so on many occasions with a wide range of audiences.
• You can solve highly complex problems independently relating to this activity and may have set new related standards and industry benchmarks.
• You routinely provide authoritative guidance, instruction and advice to others.
• You may contribute to the development of industry policy, standards and guidelines relating to this activity.
• You may be called upon as an expert witness in relation to this activity.
• You may deliver training and education to others on this activity at all levels of competence.
OUR SUBJECT AREA COVERAGE
Client Service Skills
- Building Client Awareness
- Panning for Nuggets: Strategic Customer Service Skills
- Selling Your Ideas to Clients and Colleagues
- Servicing The Internal Client
- The Winning Margin: Delivering Exceptional Customer Service
Sales & CRM
- Level 1 Programs
- Building Trust With Clients: The Confident Trusted Advisor
- Delivering Your Ideas With Impact: Telephone and Voicemail Sales Skills
- Developing and Managing Client Relationships
- Effective Listening and Questioning Skills For Sales
- Gaining Traction With Clients
- Making Your Ideas Count – Live Client Calls Workshop
- Practical Sales Skills Refresher Workshop
- Presenting at Meetings – Client Presentations and Communication Skills
- Prospecting and Cold Calling For New Business Sales
- Relationships: The Unfair Sales Advantage
- Report Writing Skills For Sales: Communicating The Spark
- Sales Closing Skills: Actionable Closes and Follow Ups
- Level 2 Programs
- Building Teamwork in Sales Teams
- Closing with Strength
- Ideas Generation Skills For Sales Teams
- Influential and Persuasive Communication in Sales Situations
- Institutionalising Client Relationships
- Making Impactful Sales Presentations
- Managing Difficult Client Situations
- Maximising Presence and Impact in Client Meetings
- Negotiating the Win-Win In Sales Situations
- Pitching For Success
- Reading Body Language and Non-verbal Communication For Sales
- Selling to Different Cultures
- The Hidden Signposts: Selling With Social Style
- Level 3 Programs
- Team Development
- Building Resilience and Sustainable Team Performance
- Building High Performance Teams
- Recruitment and Interviewing Skills
- Sales Management
- Risk Management
- Managing Remote Teams
- Emotional Intelligence
- Coaching for Performance
- Motivation and Goal Setting
