Insights from the field
Princeton, NJ: September 14, 2017 - Today we delivered an Executive Briefing on 5 Trends Impacting Client Acquisition in Wealth Management in 2018. Sorry you couldn't make it!
Key themes: The struggling economies of developed nations, unrelenting expectations around service and technology, and the need for transparent pricing models, go-market-strategies with the right mix of service, tech and navigation, and client type segmentation. To download the presentation, click the PDF below. For a personal narrative on the topic, write to Bill Walton at email@example.com.
Contact: Bill Walton
Tel.: (917) 439-3271
FOR IMMEDIATE RELEASE: Princeton, NJ September 5, 2017 - Bill Walton Sales Training is upping the impact of the total "experience" around the finals in Retirement Benefits selling. The firm has rolled out an enhanced version of their Value Creating Finals Experience Training. In their new "From invite to good night" approach, the firm is injecting sleuthing, team management and personal messaging into the best practice of presenting to an agenda with multiple stakeholders. "In our view the RFP is already submitted. What prospects want is a window into how it will be to work with you and if you have the business acumen chops to serve our culture," says Bill Walton, the firm's founder and curriculum developer. "We are helping firms mesh our training with their value proposition and engage with live prospecting teams." added Walton.
Bill Walton Sales Training are experts in client acquisition in Wealth Management.
Bill Walton Sales Training has over 60 years of collective Fortune 500 company experience in Sales, Sales Training and Field Sales Management. Our specialty is preparing individuals and organizations to present their value propositions in a way that results in higher close ratios. Our team are un-blurring the lines of differentiation between their client's fiercest competitors.