sales training

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 299 other followers

sidebar_tony
Facebook: 7618628, Twitter: 14062, LinkedIn: 689
There is a need for speed with leads…
by Tony Vidler        Speed kills…except in sales….there IS a need for speed with leads.  By calling a lead personally within 5 minutes of receiving a lead you can increase your chances of getting them as a customer by 100 times for example.   Unbelievable, right?   Research shows it to be absolutely true.  Perhaps Maverick […]
Read more.
Sales Technique Is The Key To Opening Minds
by Tony Vidler        Sales Technique…the very phrase sends shudders down the spines of professionals today it seems.  Despite the focus on our increased technical knowledge and the emphasis upon good process, financial advisers actually have to “sell”.   A large problem for many newer advisers is that nobody is teaching them effective sales technique anymore, […]
Read more.
How to create engaging conversations
by Tony Vidler        Creating engaging conversations with people you don’t know well, or who feel they don’t know you well enough, is difficult.  It can be even more difficult when they are guarded…thinking maybe that you are just there to sell them something.   You can engage even the most guarded and difficult prospects […]
Read more.
Sales Activity Can Be Gamified
by Tony Vidler        some things are timeless simply because they have stood the test of time, and focusing upon sales activity is one of them.  “Sales activity” as a concept is probably abhorrent to many professionals today, but it is simply about managing the inputs which provide the outputs that your business wants.   […]
Read more.
Improve your sales results with a quick “Kerbside Review”
by Tony Vidler        One of the most effective ways to improve sales results is to spend 2 minutes on a reflective process after each client meeting – whether it was a good or bad one.   It is the “kerbside review” (hat tip to the USA with the spelling, but this concept did originate […]
Read more.
A financial advisers best weapon: The Meeting Agenda
by Tony Vidler        One of the most powerful weapons in an advisers armory is the Client Meeting Agenda. Yet, so few use them regularly….   The client meeting agenda sets up the entire professional relationship – not just the next hour or so that you happen to be with a client. In addition;   […]
Read more.
Financial advisor sales activity
Slow down to get better results
by Tony Vidler        To get better results one usually has to change something, and sometimes it strangely enough better results can be achieved from doing something which seems counter-intuitive:  Slow Down.   Anyone who has played a lot of sport knows that when things get disjointed and are not quite working seamlessly, the trick is […]
Read more.
pre-approach-sales-letters
Are sales letters ancient history?
by Tony Vidler        A traditional marketing practice for financial advisers has been sending “pre-approach” sales letters to prospective clients.  It seems that very few still do it, and yet I am often asked if they are worthwhile, and if so, how does one get the best results from them?   Here’s the no frills, […]
Read more.
coach-your-people-to-grow
How To Coach Your People To Greater Success
by Tony Vidler        One of the best ways to improve results for your firm is to coach your people to greater levels of professional and personal success, rather than merely “managing” them.   There is a huge difference between coaching and managing…and while managing has its place, it is actually only one aspect of […]
Read more.
leads-need-2-speeds
For Better Conversion, Leads need 2 speeds!
by Tony Vidler        Every lead is gold, and ideally every lead would result in conversion to a client.  The conversion rate really is often the difference between getting a good return on your prospecting and marketing efforts, or perhaps getting no return at all.   The short cut to better conversion is often a […]
Read more.