Client Acquisition in Wealth Management™
Retirement Retention and The Finals Process – From Invite to Good Night™
Bill Walton Sales Training specializes in helping Retirement providers retain their most coveted accounts and to sell more consistently within consultant-led finals process. Our training is used by the most well known Record Keepers in the industry.
Retirement Training Programs
Client Relationship Management
Clients are departing from their old ways of assessing the value in their relationship with providers. As a result, Relationship Management leaders need to be more proactive in bringing rich stakeholder-specific insights to stay relevant beyond the plan.
Sales and the Finals Experience
ProDirect’s Value Creating Finals Process Workshop™ (VCF) does more than just teach presentation skills. Our approach incorporates your organization’s core value proposition and maximizes the interaction of sales and support teams in live role-play scenarios.
Relationships with plan sponsors will always be important for record keepers. But eventually the plan will go out to bid. Download this backgrounder to make sure your team wins their fair share of finals presentations in this new era of value creation.