FINANCIAL SERVICES and Insurance

CREATING A COMPETITIVE ADVANTAGE: RELATE. ENGAGE. INSPIRE.

Differentiate From the Competition with a Proven, Values- and Ethics-Driven Success Road Map

Your best opportunity for deepening client loyalty—that critical driver of long-term growth and competitive advantage—lies in creating value for clients. And loyalty comes down to two critical factors:

  • Advisors and agents who build trust by creating client-focused, values- and ethics-based partnerships
  • Leaders who support them through coaching and cultural practices that emphasize the underlying drivers of a person’s success

 

Make client loyalty your powerful differentiator in the marketplace. Integrity Solutions provides your agents and advisors a proven success roadmap to serve their clients’ financial needs in a thoroughly altruistic, client-centric manner.

  • Increase client retention
  • Build a strong values- and ethics-based culture
  • Attract and retain high performers
  • Create a fast start for new agents/advisors
  • Help seasoned producers move past performance plateaus
  • Improve goal achievement
  • Increase leadership coaching effectiveness

"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, Principal Insurance

Featured Clients

Our values-based approach has been the competitive advantage for more than 2000 organizations in over 130 countries.

Our insights

  • DOL Rule: 3 Things Financial Advisors Should Do Now to Improve Conversations

    By Ron King The Department of Labor’s (DOL) Fiduciary Rule, which requires that advisors act in the best interests of their clients and put their clients’ interests above their own,…

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  • How Sales Cultures Can Open the Door to Unethical Behavior

    Focusing on needs breeds customer-centric sales cultures where everyone wins In the wake of recent revelations about widespread illegal practices at Wells Fargo, Training Industry reached out to Integrity Solutions’…

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  • Grooming a sales culture grounded in ethics and integrity at Amica Insurance

    Sales Cultures That Focus on Training the Whole Person How do you develop a sales culture that focuses on training the whole person while supporting your mission? Can training include…

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Help Your Agents and Advisors Develop Lasting Client Loyalty Through Coaching that Motivates and Empowers

We'll Show You How