Bill Walton Sales Training

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  • About
    • About Us
    • Team
    • Case Studies
    • Testimonials
    • Awards
    • Media/Press
  • Client List
  • Speaking
    • Book Bill
  • Training
    • Virtual Learning Workshops >
      • The Virtual Sales Kickoff
      • The Four Steps for New Business Now
      • Energy is the New Time
    • Financial Sales Training >
      • Insurance
      • Wealth Management
      • Retirement
      • Banking
    • Commercial Sales Training
  • Sales Enablement
    • Sales Process Development
    • Value Propositions
    • Sales Coaching
  • Blog
  • Contact
  • Events
  • Store

retirement

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.​
bwst_whitepaper_2018v5.pdf
File Size: 502 kb
File Type: pdf
Download File

Download the details of all of our Retirement training programs.
bwst-wealthmanagement_retirement.pdf
File Size: 321 kb
File Type: pdf
Download File

Bill Walton Sales Training
11 Nassau Drive, Suite 300
Lawrenceville, NJ 08648 
1-917-439-3271 Phone
bwalton@billwaltonsalestraining.com

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