Sales Management Skills for Financial Planners CE Course

Category Credits: 1 Practice Management Credit for FP Canada + 1 Professional Development Credit for MFDA

5 Sales Strategies for Financial Advisors: Leverage your existing client base, Engage the next generation, Adapt to the latest technology, Do the activity, Seize the opportunity to build new connections.

14 Financial advisor prospecting ideas and techniques: Overcome your fear, Know your numbers, Use a CRM, Learn how to handle rejection, Have a script, Leverage your client list, Host a client appreciation event, Create strategic alliances which serve you, Use direct mail, Get involved in your community, Connect on LinkedIn, Perfect your elevator pitch, Leverage your website, Have a niche.

21 Sales Management Strategies: Use individual coaching, Encourage learning, Apply the latest technology, Make the process more efficient, Create a strong team culture, Identify unique characteristics about your team, Motivate and inspire, Promote a healthy competition, Learn more about your team members, Focus on building a team-oriented atmosphere, Identify barriers to success, Consider making individualized sales plans, Integrate your plan early, Be proactive when addressing issues, Provide feedback on a regular basis, Prioritize communication, Be aware of competition, Reward success, Set realistic goals, Encourage independence Be reflective and adaptive.

10 Best Sales Strategies: Increase online sales through social media, Become a thought leader, Prioritize incoming sales calls as hot leads, Properly research and qualify sales prospects, Don't shy from cold calling, Offer a demo of the product/service, Provide a personalized, clear end result, Be willing to adapt your offering, Close deals with confidence, Nurture existing accounts for future selling opportunities.

6 ways to build a sales strategy: Develop organizational goals, Create a customer profile that is tailored to a specific product/service offering, Hire, onboard, and compensate sales team members adequately, Create a plan to generate demand, Measure team/individual performances, Track sales activities, 

12 Expert Tips For Managing a Successful Sales Team. Be results driven, Identify where you are and what you need, Manage expectations accordingly, Coachability is key, Set the bar reasonably high, Incentivize your team, Training matters, Use the volume vs value ratio, There is no 1 size fits all solution, Specialize early to grow sales, Design a transparent organization, Think about how you would distribute accounts.

Students must pass the final exam before a certificate will be issued.  

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