Skill Level Intermediate
- There is little in life other than family and friends that is more important to people than their money. They lie awake at night thinking about how to make more of it, how to save it, and how to protect it. That's where you come in. As a financial services professional, you have the solutions to help your customers solve their biggest challenges and achieve their dreams, but the only way to do that is to sell. For years, I found selling financial services to be, well, let's just say a challenge.
While I was great at building relationships, I struggled to turn those customer conversations into bottom line results. And while I had all of the tools and sales systems available, it was always a challenge to keep the pipeline full and all of my goals met. That is, until I discovered a better way. Hi, I'm Meridith Elliott Powell, business strategist, certified coach, and financial services professional. In this course, I am excited to share that better way, those strategies and techniques you need to make selling financial services simple, effective, and meaningful to both you and your customers.
As we dive in, you're going to learn that selling financial products and services is really all about helping people, helping them achieve their goals and realize their dreams, and you'll uncover why building long-term relationships with your customers is so important in this field. I'll also help you tap further into your natural sales style, ensuring you come away with the confidence and skills you need to become a master of selling financial services.
Are you ready? Let's get started.