Financial Services Professional implements sales coaching by Everest to help quickly grow his book of business

Troy, Mi. May 2008. A Financial services advisor for an international financial services company contracted with Everest Training & Coaching as a sales coach to enhance prospecting and close more deals.

"There are over 6000 registered financial advisors in Michigan which creates a huge challenge in getting in front of someone and then differentiating yourself so they select you to manage their rollovers and portfolios" said the financial advisor. "The initial training we receive is designed to help obtain a license, but how to grow your book of business is on your own. I found Everest Training on the Internet and thought the sales coaching consultative selling model, particularly the emphasis on convincing them to change from their current financial planning arrangements, exactly what I needed to maintain my productivity. I had to pay the sales coaching fee from my own pocket, and I feel the fee was well worth the time and insights provided by Ed. Ed was able to pin point some activities, that while I knew I had to do, I had been slipping on and helped me stay disciplined to execute the activities. Some of the sales coaching concepts Ed discussed were skills and techniques I had learned in previous selling environments, which was good validation, and some of his suggestions were new. I have been working on leveraging my existing clients and establishing trust and credibility quickly. I would recommend this sales coaching to any financial advisor wishing to kick their skills up a notch - definitely a good investment on my part."

Everest Training & Coaching is committed to enabling financial advisors to innovate to profitability: to apply critical sales, service and leadership skills to create a competitive advantage and to maximize each person's contribution through individual, professional, and personal growth. For further information contact Ed Pritchard at 734-455-4151.