RESOURCES
Complimentary tools and resources to help you grow
NEW WHITE PAPER
Prospecting in the Age of AI
Where Sales Talent Wins Over Tech!
At Bill Walton Sales Training, we interact with sales leaders in the Fortune 500 each week. Every single leader admits that they want to see more prospecting activity from their people. They see an overreliance on email and not enough use of the phone, social media and their own artifacts their sales enablement teams provide.
Gain some powerful insights and tips on Phone and Email prospecting in this informative white paper.
Prospecting in the Age of AI
FREE DOWNLOAD
Managing Energy
Time management isn’t what it used to be.
In the current workplace and economy—disrupted by the pandemic and new workforce expectations—sales organizations need to seek out new ways to keep their workforce motivated, engaged, productive,
and thriving. This is especially true in hybrid and remote work environments, and means salespeople need help differentiating what’s a priority and what isn’t to operate at their fullest potential.

Here are four strategies to boost sales productivity!
Managing Energy article
FREE DOWNLOAD
Personal Energy Assessment
To develop a sales organization which performs at its best, we need to help employees find ways to do more with the time they have—we need to shift the focus from managing our time to managing our
energy.
The purpose of this assessment is to help you assess where greater energy management can provide greater vitality, creativity and enthusiasm for a sustained selling effort.
ENERGY ASSESSMENT FORM
FREE DOWNLOAD
Personal Energy Management Planner
Completing this plan is the most important activity that you can do to create sustainable energy management as a sales professional. Anyone that interacts with clients needs to leverage their vitality, creativity, and an ability to solve problems. This ability is enhanced by forming a plan for your energy that’s linked to the most important things you want to accomplish.
ENERGY MANAGEMENT PLANNER
FREE DOWNLOAD
Negotiation Skills Assessment
Salespeople and sales organizations can always benefit from keeping their saw sharp when negotiating with clients. But we are seeing more companies looking to generate more business from existing customers, customers where there is a deep relationship. It can be difficult to negotiate in these environments. To that end we offer you this free Win-Win Negotiation Styles assessment to help you understand the negotiation style of your client but also to understand your personal negotiation style for maximum alignment. This assessment inventory is designed to measure the style you rely on most readily in negotiations.
DOWNLOAD FREE CHAPTER
FREE DOWNLOAD
Sales Coaching Assessment
The best sales leaders are great sales coaches. Most often it doesn’t come down to whether you’re a good coach or not often it’s about what you do too much of or too little of or what you do just write. You can use Bill Walton Sales Training’s self coaching assessment to understand where you need support and what you’re doing just fine in terms of your engagement with your team.
The Coaching Self-Assessment Quiz is broken down into two parts. Part one is a self-evaluation of the type of coaching you provide to your people and how helpful you believe it is. Please be honest in your assessment for each item. Part two speaks to the nature of your coaching and the nature of the engagement when working with your people. Please be honest with your assessment.
DOWNLOAD FREE CHAPTER
FREE CHAPTER DOWNLOAD
Taming the Four-Headed Dragon
a Growth Manifesto and Client Acquisition Roadmap
Take the Stress Out of Asking for the Business (Gaining Commitment)
Taking the Stress Out of Asking for the Business is about understanding what closing is all about. Good closing comes from a sequence of meaningful meeting loops that build to a point of value. At that “point” is where salespeople of all forms should feel free to pledge their commitment as they ask for their prospect’s. Sign up to read more! Enjoy!
DOWNLOAD FREE CHAPTER
FREE CHAPTER DOWNLOAD
Taming the Four-Headed Dragon
a Growth Manifesto and Client Acquisition Roadmap
Creating a winning value proposition (Telling Your Story)
Prospects respond to how an advisor describes situations that prospects can personally relate to. This engenders confidence – confidence that can prompt a prospect to consider changing from their current firm. Prospects want to hear and see themselves in the relationship with you. Download this chapter here to construct messaging that fuels your client acquisition.
DOWNLOAD FREE CHAPTER
FREE WHITE PAPER
Shaping a Go-to-Market Strategy in the Era of Remote Selling
INTRODUCTION: Distribution executives and Producers in wealth management, banking and insurance brokerage have been trying to keep remote sales and service teams motivated and connected during the pandemic. While most have adjusted well to their new working environment, over half of all salespeople in the US are still adjusting to the new virtual selling environment. Translation: we're all on the inside sales desk now.
Read about how the best are not only
selling remotely
with success but actually
building relationships.
DOWNLOAD FREE WHITE PAPER
FREE WHITE PAPER
Prospecting in Wealth Management
For those selling wealth management solutions, commitment from high net worth prospects is tough to come by-but not impossible. Download our complementary white paper that details what you and your teams can do to win more than your fair share of new business.
