I work with banking, insurance and financial services businesses of all sizes, from independent professionals to multinational companies. Most of the businesses and professionals I work with have a track record of success but want to grow to a new level.
For some, that means taking a comprehensive view of the business strategy and moving in new directions. Others may need to make changes in their processes for generating new business, maintaining good relationships with current clients or engaging in effective sales management.
The issues I usually address with clients include how to:
To help clients with those and other issues, my work usually falls into one of the following areas.
I work with clients to enhance sales capabilities and improve organic growth results.
Some of my client projects in this area have covered
I work with clients to help improve their conversion of sales opportunities into clients.
Here are some of the sales leadership projects I’ve worked on for clients:
I’ve also worked with professionals on specific opportunities they’re pursuing. I can help you formulate your sales strategy, provide input on the sales proposal and offer advice on managing the overall sales process.
I work with clients on improving the sales management process of producers.
Among the projects I’ve done for clients are
Workshops and training
Clients have hired me to deliver dozens of workshops, keynote speeches, webinars and presentations on a wide range of topics.
I can collaborate with you to design a specific workshop or presentation for your team and business.
In the past, clients have asked me to deliver programs such as these:
Leaders and professionals face continual challenges, such as how to build a profitable business (and keep it that way), help others improve their performance, strengthen existing client relationships, and achieve their own personal and professional goals.
The Top Performance Coaching program is a one-on-one consultation program for leaders of financial services businesses who want new way to think about the strategic and tactical issues they face.
To learn more about the program, click here.
FSM growth assessment
If you’d like an overall assessment of your business, I can conduct a Growth Assessment program tailored for your business. You can you learn more about the Growth Assessment program here.
If you want to know more about how we might work together, email me.