INTEGRITY SELLING FOR Financial Services

Integrity selling is a values-driven training solution that bridges the gap between service and sales. In addition to the critical role of answering questions and solving problems, customer service professionals are often tasked with recognizing selling opportunities. By strategically guiding the customer to additional purchases, a skillful customer service associate offers further value that will set you apart from your competition.

Differentiate Your Firm with a Proven, Values- and Ethics-Driven Success Roadmap

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. Creating a Competitive Advantage gives 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

How We Work With You

Manager Overview

One-day Seminar

7-week Follow-up Course

6 Monthly Performance Accelerator Modules

Manager’s Coaching Component

What Makes the Integrity Solution Successful

1

Easily adaptable service and selling process with a common language

2

Highly interactive course dynamics

3

Content may be customized based on organization or industry

4

Seminar is reinforced with 7-week follow -up course and Monthly Performance Accelerator Modules. Our work is never done!

5

Participants learn the need for ethical behavior in forging long-term customer relationships

Want to Learn HOW WE CAN HELP YOUR COMPANY SOLVE YOUR ORGANIZATIONAL CHALLENGES?

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