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
7-week Follow-up Course
6 Monthly Performance Accelerator Modules
Manager’s Coaching Component
What Makes the Integrity Solution Successful
Easily adaptable service and selling process with a common language
Highly interactive course dynamics
Content may be customized based on organization or industry
Seminar is reinforced with 7-week follow -up course and Monthly Performance Accelerator Modules. Our work is never done!
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?