Download or read book Selling Professional and Financial Services Handbook written by Scott Paczosa and published by John Wiley & Sons. This book was released on 2013-11-11 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: An effective strategic framework for successful face-to-face selling for financial services industry professionals Times are very tough for people who sell professional services and Selling Professional and Financial Services Handbook offers a new solution proven in practice. The book describes methods the authors have used and taught since the 1990s, most recently at a major consulting firm, where they led a Global Business Development team to revenue gains of 500% over six years — in a period that included the recession of 2008-10. The solution is not any new twist on face-to-face selling techniques or the art of persuasion. It’s a strategic approach built around a simple fact: the markets are tight but far from static. Even with lean budgets, client companies must respond to urgent changes and emerging threats in their industries. Thus they will buy services from the sellers who can help them detect, understand, and cope with what’s coming their way. This handbook outlines a systematic way of becoming such a valued resource. Readers learn to scan the horizon for early signs of “rock-ripple events.” Major changes in the business world often spring from new developments that are little noted or heeded, at first, by the client companies soon to be affected by them. But like a rock dropped in a pond, these events set off ripples that sweep through entire industry sectors, creating must-have service needs. The book is written for everyone who sells, or is responsible for selling, professional services. This includes but is not limited to: law firms, consulting firms, finance industry, public relations, engineering, and architectural services. Readers who can benefit from the dynamic approach hold a variety of positions. They include: Attorneys, consultants and other practitioners who must sell their services as well as execute. CEOs, equity partners, practice-area leaders, functional and divisional leaders Private Equity or Venture Capital executives Sales or business-development professionals, from entry level to senior level Sales and marketing managers But the book is for sellers in every category who need a new and better approach to selling. Many, even the most skilled, simply have not adjusted to the new normal of today’s economy. They persist with old strategies that cannot be as productive as they once were, such as pursuing one-off opportunities (which are too few and too hard to win in lean times) or old-style “relationship selling” (which gains little if any traction). Selling Professional and Financial Services Handbook gives all such readers a new strategic framework within which to apply their face-to-face selling skills. It is an approach that puts them in position to win — so they can sell from ahead of the game, instead of struggling to keep up with it.

Download or read book Understand Basic Business Finance Flash written by Philip Ramsden and published by John Murray. This book was released on 2011-05-27 with total page 71 pages. Available in PDF, EPUB and Kindle. Book excerpt: The books in this bite-sized new series contain no complicated techniques or tricky materials, making them ideal for the busy, the time-pressured or the merely curious Understand Basic Business Finance is a short, simple and to-the-point guide to the mysteries of financial reporting. In just 96 pages, the reader will gain a better understanding of the jargon, the methods used to prepare the numbers and what accountants actually do. Ideal for the busy, the time-pressured or the merely curious, Understand Basic Business Finance is a quick, no-effort way to understanding the concepts and principles of financial management.

Download or read book Basic Finance for Marketers written by Steve Carter and published by Food & Agriculture Org.. This book was released on 1997 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Winning in Sales The Essential Sales Playbook written by Richard Rovai and published by Lulu.com. This book was released on 2014-01-21 with total page 158 pages. Available in PDF, EPUB and Kindle. Book excerpt: Traditionally sales training has focused on selling skills. This book is unlike most of its kind because it places its greatest emphasis on strategies and having a winning mindset. Effective strategies and a winning mindset go hand in hand with traditional selling skills. The strategies presented in this book seek to take a lot of the activities that salespeople already do and make them much more effective. This is also a tool for sales managers to support their sales teams.

Download or read book HBR Guide to Finance Basics for Managers HBR Guide Series written by Harvard Business Review and published by Harvard Business Review Press. This book was released on 2012-09-18 with total page 193 pages. Available in PDF, EPUB and Kindle. Book excerpt: DON’T LET YOUR FEAR OF FINANCE GET IN THE WAY OF YOUR SUCCESS Can you prepare a breakeven analysis? Do you know the difference between an income statement and a balance sheet? Or understand why a business that’s profitable can still go belly-up? Has your grasp of your company’s numbers helped—or hurt—your career? Whether you’re new to finance or you just need a refresher, this go-to guide will give you the tools and confidence you need to master the fundamentals, as all good managers must. The HBR Guide to Finance Basics for Managers will help you: Learn the language of finance Compare your firm’s financials with rivals’ Shift your team’s focus from revenues to profits Assess your vulnerability to industry downturns Use financial data to defend budget requests Invest smartly through cost/benefit analysis

Download or read book Vault Career Guide to Sales Trading written by Gabriel Kim and published by Vault Inc.. This book was released on 2004 with total page 149 pages. Available in PDF, EPUB and Kindle. Book excerpt: This guide includes step-by-step examples of how a trade is made on the trading floor, and Q & As with industry professionals of all levels.

Download or read book The Salesperson Paradox written by Douglas Vigliotti and published by . This book was released on 2018-01-11 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you a salesperson or entrepreneur? Would you like to provide solutions your customers can't resist? Douglas Vigliotti uses a unique but simple sales philosophy backed by twelve years of selling experience, and easy-to-understand examples to show you how to provide solutions your customers actually want. Yes, solutions your customers want to buy from you. He begs you to answer the pivotal question... Am I providing CRINGE solutions? Solutions customers will either buy, or "cringe" to say no to. Solutions that imprint you in the customers mind even in the absence of an initial sale. CRINGE solutions are not just products or services... They solve real problems. They provide loads of tangible and intangible value. They reduce social, emotional, and financial risk for the customer. They're overwhelming easy to understand, use, and implement. They acquire more customers, retain more customers, and tell better stories. The Salesperson Paradox will show you exactly how to create, position, and provide these solutions. It's a solution selling playbook packed with instantly implementable sales tools, guides, and frameworks. It's sales coaching aided by sales training. It's sales strategy backed by sales tactics. It's a lesson in sales psychology, ethical influence, and ultimately it will challenge you to ask yourself: Am I selling? Or, am I helping? -- 3 BIG Reasons The Salesperson Paradox is Different It leverages, embraces, and showcases the power of simplicity... It's easy to reproduce in your life and business. It's sticky. It keeps you engaged and interested. It's fun. It's fast paced and easily consumable. It's quick. It teaches you how to create solutions NOT sell products and services... It's essential - This is how customers (just like you and I) buy today. It's transferable - Doesn't matter what industry you're in - finance, healthcare, entrepreneurship, insurance, real estate, direct selling, business-to-business, or retail. It's actionable - Includes a FREE workbook with all frameworks, tools, and guides from the book. It's battle-tested, verified, and proven to work... Douglas has personally utilized every strategy, tactic, and tip in this book. Douglas has researched and studied the best in the world to certify every strategy, tactic, and tip in this book. Douglas has had a successful selling career spanning over twelve years, three industries, and two fortune 500 companies. Douglas had this to say about the book: "I wrote the book with one thing in mind - simplicity. I firmly believe simplicity is what resonates and aids reproducibility. And, I know salespeople and entrepreneurs are on the move. They're in a hurry. I tried to write a book that could be consumed on a cross-country plane flight, but had the power to stick for a lifetime. That's the book I would want to read."

Download or read book The Financial Services Marketing Handbook written by Evelyn Ehrlich and published by John Wiley & Sons. This book was released on 2012-04-03 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities. Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions—segmentation, positioning, brand building, situational analyses, and tactical planning—as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox—from advertising and public relations to social media and mobile marketing. Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales Packed with new information on landing pages, email success factors, and smartphone apps Demonstrates how behavioral economics affect marketing strategy Case studies and charts are fully revised and updated The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets. The first edition has become an industry-standard reference book and The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals even more of the information they need to stretch value from each marketing dollar.

Download or read book How to Master the Art of Selling Financial Services written by Tom Hopkins and published by Made for Success. This book was released on 2023-05-02 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you're a financial services expert or novice, you understand the business. You've worked hard to gain your product knowledge. You study industry trends. But, do you know how to talk to clients so they'll listen? The How to Master the Art of Selling Financial Services live audio seminar shows you how to gain the trust of others quickly, get them to like you, take your advice, and become long-term clients which is the foundation for every successful business. Tom Hopkins has been training in the financial services industry over three decades and has developed methods to help you communicate with your clients and understand what your clients want from you. Once you know what clients want, you can learn how to provide it! Financial services representatives have turned to Tom Hopkins for years for his proven-effective, professional selling strategies which have helped them learn how to help more of their clients make financial planning decisions. How to Master the Art of Selling Financial Services audio seminar will help you: Learn effective ways to talk with clients and calm their fearsAsk the right questions to get clients talking about their needsImplement client feedback so that you can provide your best serviceIncrease your sales ratios with closing strategies that make sense to your clientsGrow your business with powerful, yet simple referral strategies This audio seminar includes a bonus PDF workbook to give you exceptional training of Hopkins' methods and will teach you how to master the art of selling financial services more effectively and efficiently than ever before! Topics include: Definition of SuccessFour Areas to Set GoalsHow to Set Financial GoalsWhat is Holding You BackPeople Business TriangleProspecting StrategiesClient FearsFear-Producing WordsQuestioning StrategiesNEADS QualificationDeveloping a Quality PresentationGlamour Words and Visual AidsAddressing ConcernsClosing the SaleBuilding a Long-Term Business

Download or read book How to Sell Anything to Anybody written by Joe Girard and published by Simon and Schuster. This book was released on 2006-02-07 with total page 196 pages. Available in PDF, EPUB and Kindle. Book excerpt: Joe Girard was an example of a young man with perseverance and determination. Joe began his working career as a shoeshine boy. He moved on to be a newsboy for the Detroit Free Press at nine years old, then a dishwasher, a delivery boy, stove assembler, and home building contractor. He was thrown out of high school, fired from more than forty jobs, and lasted only ninety-seven days in the U.S. Army. Some said that Joe was doomed for failure. He proved them wrong. When Joe started his job as a salesman with a Chevrolet agency in Eastpointe, Michigan, he finally found his niche. Before leaving Chevrolet, Joe sold enough cars to put him in the Guinness Book of World Records as 'the world's greatest salesman' for twelve consecutive years. Here, he shares his winning techniques in this step-by-step book, including how to: o Read a customer like a book and keep that customer for life o Convince people reluctant to buy by selling them the right way o Develop priceless information from a two-minute phone call o Make word-of-mouth your most successful tool Informative, entertaining, and inspiring, HOW TO SELL ANYTHING TO ANYBODY is a timeless classic and an indispensable tool for anyone new to the sales market.

Download or read book Basic Information on Consumer Credit written by and published by . This book was released on 1954 with total page 12 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Naked Finance written by David Meckin and published by Nicholas Brealey. This book was released on 2011-05-12 with total page 243 pages. Available in PDF, EPUB and Kindle. Book excerpt: For most managers, the normal round of hectic schedules, tricky staff issues and impending deadlines are well within their management capabilities. It is the financial issues that give them headaches. Nobody has ever explained how to balance sales against costs, how to interpret financial reports, how to prepare a budget or even how to argue the case for the new equipment their department needs so badly. They have no idea why the company's share price keeps falling and certainly don't understand why this should result in layoffs. In fact, the whole issue of finance is a mystery. Successful management of the finances of a business requires an understanding of some key principles - and that is what NAKED FINANCE is all about. It strips away all the technical issues surrounding financial management and lays bare the principles needed to make sound financial decisions. Firstly, Meckin shows how to identify financial objectives so you know where you are going - explaining the importance of profit and cashflow, how to measure financial performance and which are the key figures to watch. He then outlines how to use financial information to understand what's going on around you, covering the format and content of financial statements and how they can be used to assess past trading performance. Finally he describes how to ensure financial control and create a financial plan so you can take control of where you are going, managing costs, sales, profit and cash flow and long-term projects. Purely and simply, NAKED FINANCE provides the skills necessary to manage a profitable business.

Download or read book 23 Shockingly Simple Sales Ideas written by Chris Lytle and published by Instant Sales Training. This book was released on 2017-12 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Every week, Chris Lytle, best-selling author of The Accidental Salesperson and The Accidental Sales Manager, records succinct, powerful sales ideas for his popular website, Instant Sales Training. These effective, easily implemented ideas form the basis for 23 Shockingly Simple Sales Ideas. Why shocking? Because once you read Lytle's tips you realize they're not only what you need to up your sales game-they're also so simple you won't believe you didn't think of them yourself. It takes a special kind of genius to see the simplest solutions, and Lytle possesses that elusive talent. Discover the best advice you'll ever get as a salesperson, all in small, bite-sized nuggets of information you'll absorb with ease. With Lytle as your guide, you'll discover how to build instant rapport with prospects; write effective, actionable e-mails; open your presentations with "the phrase that pays"; win back lost customers; spot the difference between real prospects and information seekers; and much more! Most salespeople don't choose sales as a career-they stumble into the field accidently, without any formal training. With Lytle's help, you'll gain access to the skills you need to succeed, time and time again.

Download or read book Insight Selling written by Mike Schultz and published by John Wiley & Sons. This book was released on 2014-04-30 with total page 263 pages. Available in PDF, EPUB and Kindle. Book excerpt: What do winners of major sales do differently than the sellers who almost won, but ultimately came in second place? Mike Schultz and John Doerr, bestselling authors and world-renowned sales experts, set out to find the answer. They studied more than 700 business-to-business purchases made by buyers who represented a total of $3.1 billion in annual purchasing power. When they compared the winners to the second-place finishers, they found surprising results. Not only do sales winners sell differently, they sell radically differently, than the second-place finishers. In recent years, buyers have increasingly seen products and services as replaceable. You might think this would mean that the sale goes to the lowest bidder. Not true! A new breed of seller—the insight seller—is winning the sale with strong prices and margins even in the face of increasing competition and commoditization. In Insight Selling, Schultz and Doerr share the surprising results of their research on what sales winners do differently, and outline exactly what you need to do to transform yourself and your team into insight sellers. They introduce a simple three-level model based on what buyers say tip the scales in favor of the winners: Level 1 "Connect." Winners connect the dots between customer needs and company solutions, while also connecting with buyers as people. Level 2 "Convince." Winners convince buyers that they can achieve maximum return, that the risks are acceptable, and that the seller is the best choice among all options. Level 3 "Collaborate." Winners collaborate with buyers by bringing new ideas to the table, delivering new ideas and insights, and working with buyers as a team. They also found that much of the popular and current advice given to sellers can damage sales results. Insight Selling is both a strategic and tactical guide that will separate the good advice from the bad, and teach you how to put the three levels of selling to work to inspire buyers, influence their agendas, and maximize value. If you want to find yourself and your team in the winner's circle more often, this book is a must-read.

Download or read book Introduction to Business written by Lawrence J. Gitman and published by . This book was released on 2024-09-16 with total page 1455 pages. Available in PDF, EPUB and Kindle. Book excerpt: Introduction to Business covers the scope and sequence of most introductory business courses. The book provides detailed explanations in the context of core themes such as customer satisfaction, ethics, entrepreneurship, global business, and managing change. Introduction to Business includes hundreds of current business examples from a range of industries and geographic locations, which feature a variety of individuals. The outcome is a balanced approach to the theory and application of business concepts, with attention to the knowledge and skills necessary for student success in this course and beyond. This is an adaptation of Introduction to Business by OpenStax. You can access the textbook as pdf for free at openstax.org. Minor editorial changes were made to ensure a better ebook reading experience. Textbook content produced by OpenStax is licensed under a Creative Commons Attribution 4.0 International License.

Download or read book The Role of the Sales Finance Companies in the American Economy written by Clyde William Phelps and published by . This book was released on 1962 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Psychology of Selling written by Brian Tracy and published by Thomas Nelson Inc. This book was released on 2006-06-20 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: Double and triple your sales--in any market. The purpose of this book is to give you a series of ideas, methods, strategies, and techniques that you can use immediately to make more sales, faster and easier than ever before. It's a promise of prosperity that sales guru Brian Tracy has seen fulfilled again and again. More sales people have become millionaires as a result of listening to and applying his ideas than from any other sales training process ever developed.