Insurance, Finance and Wealth Management
Finance, Wealth Management and Insurance Sales Training Programs
Our finance, wealth management and insurance industry sales training programs build a values- and ethics-driven sales culture where everyone is equipped and motivated to serve their clients’ financial needs in a thoroughly altruistic, client-centric manner.
Integrity Selling® for Financial Services:
Shift mindsets and give your agents and advisors a proven success roadmap that makes working in the client’s best interest a winning strategy. Build and motivate ethical behavior to forge long-term customer relationships. Use client-focused questioning to increase trust and provide more differentiating value.
The skills to coach with integrity and nuance for different situations and styles and the will to make coaching a natural habit. Achieve long-term business outcomes by embracing your role as coach. Empower and equip your people to do great things!
A comprehensive customer service training program that follows a process designed to help people understand what it means to be a truly customer-focused organization.
Integrity Selling Refresh
A simple and effective way for agents, advisors and their managers to keep previously learned Integrity Selling principles front-of-mind within their daily workflow without interrupting their day.
Integrity Selling Elevate
For graduates of Integrity Selling, Integrity Selling Elevate offers sustained, virtual sales training and coaching to deepen learning and speed results.
Over 16 years ago we introduced Integrity Selling as the only selling system to be supported in our Agency. In 33 years of management, I have never had any selling system deliver results as dramatic or as sustained as the Integrity Selling system. What has made it unique is that it has been extremely effective with brand new producers and with experienced veterans while spanning a time of tremendous change in our industry.Regional Managing Director, Midwest Region
Our representatives now see selling as a way for us to create value for our customers. They’re of the mindset that if we don’t effectively sell to customers, if we don’t properly identify their needs, if we don’t offer the right products to meet those needs, then we’re doing a disservice to them.Keith Goryl
Who we work with
How Financial Advisors Can Improve Client Conversations
Transitioning your sales culture to create greater transparency is no longer an option. By Donna Horrigan While the Department of…
Transparency is No Longer an Option.
Let’s Build Your Winning Sales Strategy.