WHY FINANCIAL ADVISORY SALES TRAINING?
Sales advisers have the opportunity to engage, deepen and grow with the customers. They have the opportunity to provide customers with effective financial planning insights and solutions. They have the opportunity to be the go-to adviser for the customers family and friends.
But many advisers face challenges. They struggle with having a sustainable pipeline of customers, they struggle with identifying the customers unarticulated needs and they struggle with guiding the customers to take action.
If your sales managers and advisers are facing these challenges, it is time for them to Review, Reframe and Reset their current sales process and approach.
The Solutions
Storytelling for High Performance Sales Workshop
(A Gamified Learning Experience). This workshop can be delivered face to face or virtually. The workshop experience includes:
- Sales toolkits
- Peer learning opportunities
- Coaching by facilitators
- Story telling frameworks and practices
- Gamification learning methodology to anchor the learning principles
Advisers who attend this workshop will be in a better position to engage their customers and drive their sales results.
Stories can…
- Help Advisers empathise and connect with unfamiliar potential clients
- Offer an understanding into different cultures and values
- Helps clients and potential clients to come to their own realisation
- Promotes a feeling of trust
- Provides more opportunities for communication flow
- Encourage active interaction and exchange of information
- Enhance listening skills
- Builds confidence
The Storytelling for High-Performance Sales learning intervention is a one-day virtual workshop for senior financial advisers and personal financial consultants.
A story will always be remembered and mastering the fundamentals of storytelling will move customers to act. Find out how and why telling a story is a powerful tool to engage, inspire, connect people and ideas.
Our financial advisory sales workshops use the proprietary Mula8™ framework to build the confidence of the advisers and managers to deliver sustainable high-performance sales.
The Mula8™ framework utilises the gamification elements, tools, templates, simple sales process and story telling as a way to develop the competence and confidence all sales advisers. We customise workshops to help organisations meet their desired outcomes. We infuse behavioural drivers into the design of the workshop to ensure the learners will apply what they have learnt in the classroom to their work environment.
- Project managers
- Change managers
- Business owners
- Senior managers
- Business developers
- Product managers