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
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Brochure: Cracking the Code in Practice - Building Teams that Lead in the AI Era
Download information about how Richardson helps sellers lead the AI sales to guide buyers with the clarity, confidence, and momentum needed to move the sale forward.
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Cracking the Code: Selling AI When No One Knows How to Buy It
Learn why selling AI takes a different approach than traditional sales tactics and what you can do to find success in the AI sales era.
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White Paper: Is Selling Human Anymore?
In this white paper, we discuss how to reimagine seller excellence in an AI-powered world.
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Learn More: Sales training content that improves performanceGrounded in behavioral 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.
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Professional services tailored to your needs
Learn More: Professional services tailored to your needsWe define and target the most critical selling behaviors your team needs for sales success in your market and offer customized sales training, coaching and consulting.
