Who We Serve

WEALTH MANAGEMENT ADVISORY FIRMS

Will your firm survive and grow if your rainmaking stops?

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INDEPENDENT FINANCIAL ADVISORS

Do you have enough clients to meet your revenue goals?

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AGRICULTURE FINANCE

Do you need a stronger, and yet customer-focused, culture?

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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.

How?

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.

Sales Training

It’s not about knowing about sales. It’s about doing it. Our training provides the “how tos” for more than the consultative sale…today’s collaborative selling is key.

Sales Coaching

Great sales coaching focuses on accountability and action. We’ll either equip you or your leaders to coach well or coach you or your team directly.

Sales Process

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.

Hiring Assessments

Everything is easier when you have the right people in the right roles. We use objective assessments that illuminate strengths and hidden weaknesses so you increase the probability of hiring successful associates who fit you!

TESTIMONIALS

Michael Haubrich

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.