Brief: Selling in the Financial Services Industry
Sales performance improvement
What’s Inside
Each transaction begins and ends with a person.
Therefore, building a presence in the Financial Services industry means building relationships. Forming these relationships is becoming increasingly challenging. In today’s tech-driven world, digital solutions separate the professional from the customer. Richardson Sales Performance's brief, Selling in the Financial Industry, explores these trends and provides insights into what sellers in the financial services and banking industry can do to leverage an understanding of these trends to gain a competitive advantage.
We discuss:
- The importance of earning and keeping trust with customers
- Leveraging key advantages to differentiate from the competition
- Creating unified cohesion in team selling
Resources You Might Be Interested In
Brief: How Agile Sales Professionals Use Sprints to Target, Message, and Engage Prospects
Download this brief to learn how Sprint Prospecting™ enables agility that quickly gets to the core of the customer’s needs.
Brief
Brief: Engaging Healthcare Professionals with Agile Messaging
Discover three ways sellers can deliver meaningful messaging to HCPs to gain access while staying in compliance.
Brief
White Paper: Accessing Growth with Sprint Prospecting
Download the White Paper, Accessing Growth with Sprint Prospecting, we offer a new set of skills designed to earn the customer’s attention.
White Paper
Solutions You Might Be Interested In
![sales technology]()
Sales Technology
Learn More: Sales TechnologyWe enable a comprehensive performance journey with thoughtful, intuitive digital learning modules, crm-enabled workflow tools, and online assessments.
![sales training delivery services]()
Sales Training Delivery
Learn More: Sales Training DeliverySpeed to proficiency is crucial for today’s competitive sales teams looking to upskill. We offer a variety of delivery options including live, virtual, and digital to meet you where you are and quickly lift you to where you want to go.
![sales training content]()
Sales training content that improves performance
Learn More: Sales training content that improves performanceGrounded in behavioural science, our Connected Selling Curriculum addresses all selling roles and all phases of the sales cycle to give your team the right learning at the right time.
![sales consulting services]()
Professional services tailored to your needs
Learn More: Professional services tailored to your needsWe define and target the most critical selling behaviours your team needs for sales success in your market and offer customized sales training, coaching and consulting.
