Hey There,
Here are the results of the recent survey I conducted with my list plus some details on an upcoming online training I’m putting together specifically for business to business sales like financial planning, wholesale, accounting etc.
Please leave a comment below so I know what you would like me to focus on so I can keep that in mind as I create this program.
Cheers,
John
Hi John,
Thanks for the email video. In answer to your question firstly I agree with the survey findings which points me to the problems I am facing here with my staff. Some I consider to be just order takers and not diggers and delvers that they should be, some cannot close and others develop a rapport but fail to get to the issue at heart which is to sell properly our product. Rapport is not an issue but the mechanics as mention above are.
Would love to have a training seminar to tackle those issues with my sales staff. Nice to hear from you mate and happy surfing
Best Regards
Russ
Great email, thank you. One of the most difficult things in my role as a dealer in financial services is contacting potential clients (Financial Advisers) and obtaining the first interveiw for them to consider us as their new dealer, objection normally something like, it’s too hard to change, too much bother, etc etc.
Hey Russ,
Thanks for the feedback mate. Your comments certainly reflect many of the conversations I am having with sales managers and business owners alike
which is why I’m really looking forward to putting this training together.
Cheers,
John
Hi John
For me, I require help to provide a structured procees to deal with my Centres of Influence to ensure a steady stream of suitable prospects are referred to my Financial Planning business. Suitable being happy to pay a fee for my advice on an ongoing basis.
I have Solicitors and Accountants on a rotational contact basis, but getting them to think of me, when they are dealing with their clients, I’m finding is difficult.
Will you be making it over to Thredbo for a ski this year? Perhaps we could catch up on the slopes?
Regards
Craig.
Hi Craig,
Some skiing (or snowboarding) would be awesome mate!
I went to Bulla for the first time in years at an Oakley conference I was leading a couple of years ago so I am long overdue.
Great comments in terms of your referral sources.
So important in financial planning and in any other types of professional
service type gig.
Will factor your feedback into the training for sure.
Cheers for the feedback.
Regards,
John
My apologies, clicked submit before finishing.
To Continue
To be fair to the advisers, to change dealerships is a very time consuming and expensive exercise.
Regards
Rick