Skip to main content

Selling Advice for Bankers, Consultants and Solution Providers from NASDAQ’s CFO

training retail bankers

richardsonsalestrainingJuly 10, 2013Blog

Share on LinkedInShare on TwitterShare on Facebook

It is not every day that a senior executive candidly discusses how he or she likes to be sold to. So, if you are a banker, consultant or sell high-value solutions to senior-level executives, then you should find the selling advice in this video very enlightening.

NASDAQ’s CFO, Lee Shavel invites you inside and navigates through, the need to establish a broader set of relationships within your organization and how sellers should address potential conflicts of interest.

When it comes to pitching deals, Mr. Shavel, a former investment banker himself, wants to see a balanced presentation, thoughtful analysis, and the ability to break down a complex transaction into one that can easily and quickly be digested. More importantly, a clear point of view is what Shavel looks for. The mere communication of data points does not make the cut, he says. To be really compelling, you must be ready to present not only the “what” and the “why”, but also the “how”.


Share on LinkedInShare on TwitterShare on Facebook
financial services banking sales

Brief: Selling in the Financial Services Industry

Download

Resources You Might Be Interested In

group of stunt planes flying through the sky as a metaphor for a strong sales team being led by a strong sales leader who has built the right skills and processes to drive success.

White Paper: The Agile Sales Leader Playbook

Learn about the capabilities sales managers and sales leaders need to develop to be agile and competitive in today's selling environment.

White Paper

diverse group of young professionals sitting in front of a bold orange wall, looking at the camera representing the diverse, inclusionary, equitable workforce of today.

White Paper: How DE&I Principles are Becoming Part of Selling

Explore the importance of incorporating DE&I principles into your selling practices.

White Paper

a pie chart indicating that more charts are included in the resource

Brief: The State of Selling in Six Charts

Learn how the customer’s decision-making is changing, what makes the modern sales team effective in today’s setting, how negotiations are changing, and the key focus areas for the buying team

Brief

Solutions You Might Be Interested In