In this video, we provide a training module on how to deliver sales presentations that make closing deals easier. Pre-Presentation Tips One of the best ways to improve your sales presentations and sales demonstrations involves the steps you take that lead up to your presentation. To make this tip clear, in other training videos, [...]
One of the first steps to improving your sales efforts is to try to understand the prospect. By that, we mean to try to understand the person you are communicating with and trying to sell to. This can help you in two ways. First, by taking a step back to try to understand the prospect [...]
One of the more powerful closing tactics is the sales takeaway. This tactic is where the salesperson switches from trying to get the prospect to buy the product to trying to take away the option for the prospect to buy the product. How to Do a Sales Takeaway Here are a couple of ways [...]
One tool that you can use to improve closing sales is a partnership plan. This is basically a document that lists out all of the steps that you and the prospect will take together leading up to the purchase and implementation of your product. Here is an example: This sales tool is just a table with [...]
When you are sending cold emails to prospects, do not ask the prospect if they saw or read the emails you have sent them in the past. For example, some salespeople will send a second email that starts with something like this: Did you see my last email? Did you read my last email? You [...]
This is a webinar recording where we share a few tips to help with selling during a global pandemic. Also, Read An Example of a Cold Call Example from Another Financial Advisor
This video is module 1 of a full sales training program called The SMART Sales System. You can go through the full sales training program for free on YouTube. The training aligns with a book by the same name and here are all of the training modules: Introduction to SMART Consultative Selling Building Your Consultative [...]
This is a recording from our webinar where we discussed Chapter 24 in The SMART Sales System which is centered around how to become a great sales closer. If you would like to purchase a copy of The SMART Sales System book, you can do that here. If you would like to register for the 15-week [...]
We recently held a webinar on how to be awesome at business networking, and here is a video of that event. Below are the slides available for download. Our tips start with making some mindset changes as you try to be a better networker. The first change is to shift from a fruit-picking mindset to one [...]
A cross-sell cold call script is a script that you can use to call existing customers to try to upsell them on a different or additional product. Here is how you can create your sales script for cross-selling and upselling existing customers. Introduction Since this is an existing customer, opening the call should be fairly [...]