making sales comfortable for everyone
Connect | Communicate | Convert
Who We Serve
WEALTH MANAGEMENT ADVISORY FIRMS
Will your firm survive and grow if your rainmaking stops?
INDEPENDENT FINANCIAL ADVISORS
Do you have enough clients to meet your revenue goals?
Do you need a stronger, and yet customer-focused, culture?
TRANSFORM BUSINESS CULTURES AND EQUIP PEOPLE TO WIN
We help you grow your business as we make sales comfortable for everyone…your prospects, customers, and your team.
By equipping your team with the mindset, skills, focus, and commitment needed.
That means identifying the process and people adjustments (or sometimes complete overhauls) needed to build the foundation and plan to achieve your business growth goals.
Your plan will include assessing what is working and what isn’t and then collaboratively develop a prescription which may include training, sales, hiring, and/or service process refinement, coaching, and hiring improvements.
We won’t know the exact plan to get you where you want to be until we’ve looked under the hood.
Knowing what to do – the stages, actions to take, buyer commitments, and resources that create your trail-to-the-sale is foundational to sales growth.
CSA, Financial Services Group
Over the past 25 years, Nancy has been a most valuable resource for our advisory firm in so many ways. One of the ways she saved me time and money was by putting in place a hiring process and assessments that effectively got the right people on our team. Proof of this is the long term employees who Nancy identified and facilitated the hiring process – one who has been with our company for 24 years.
After getting the right people on our team, Nancy’s process of training our employees for results in business development and teamwork has yielded a motivated and effective team. Nancy is a great strategic thinker who brings fresh ideas and energy to talent management and team development. As I transition to the next stage in our business, the foundation we have in these areas is allowing me to confidently know the firm will continue to thrive.
Without reservation, I highly recommend her and Sales Pro Insider.