Selling Professional and Financial Services Handbook

Selling Professional and Financial Services Handbook
Author: Scott Paczosa
Publisher: John Wiley & Sons
Total Pages: 174
Release: 2013-11-11
Genre: Business & Economics
ISBN: 1118728440

An effective strategic framework for successful face-to-face selling for financial services industry professionals Times are very tough for people who sell professional services and Selling Professional and Financial Services Handbook offers a new solution proven in practice. The book describes methods the authors have used and taught since the 1990s, most recently at a major consulting firm, where they led a Global Business Development team to revenue gains of 500% over six years — in a period that included the recession of 2008-10. The solution is not any new twist on face-to-face selling techniques or the art of persuasion. It’s a strategic approach built around a simple fact: the markets are tight but far from static. Even with lean budgets, client companies must respond to urgent changes and emerging threats in their industries. Thus they will buy services from the sellers who can help them detect, understand, and cope with what’s coming their way. This handbook outlines a systematic way of becoming such a valued resource. Readers learn to scan the horizon for early signs of “rock-ripple events.” Major changes in the business world often spring from new developments that are little noted or heeded, at first, by the client companies soon to be affected by them. But like a rock dropped in a pond, these events set off ripples that sweep through entire industry sectors, creating must-have service needs. The book is written for everyone who sells, or is responsible for selling, professional services. This includes but is not limited to: law firms, consulting firms, finance industry, public relations, engineering, and architectural services. Readers who can benefit from the dynamic approach hold a variety of positions. They include: Attorneys, consultants and other practitioners who must sell their services as well as execute. CEOs, equity partners, practice-area leaders, functional and divisional leaders Private Equity or Venture Capital executives Sales or business-development professionals, from entry level to senior level Sales and marketing managers But the book is for sellers in every category who need a new and better approach to selling. Many, even the most skilled, simply have not adjusted to the new normal of today’s economy. They persist with old strategies that cannot be as productive as they once were, such as pursuing one-off opportunities (which are too few and too hard to win in lean times) or old-style “relationship selling” (which gains little if any traction). Selling Professional and Financial Services Handbook gives all such readers a new strategic framework within which to apply their face-to-face selling skills. It is an approach that puts them in position to win — so they can sell from ahead of the game, instead of struggling to keep up with it.

HBR Guide to Finance Basics for Managers (HBR Guide Series)

HBR Guide to Finance Basics for Managers (HBR Guide Series)
Author: Harvard Business Review
Publisher: Harvard Business Review Press
Total Pages: 193
Release: 2012-09-18
Genre: Business & Economics
ISBN: 1422187322

DON’T LET YOUR FEAR OF FINANCE GET IN THE WAY OF YOUR SUCCESS Can you prepare a breakeven analysis? Do you know the difference between an income statement and a balance sheet? Or understand why a business that’s profitable can still go belly-up? Has your grasp of your company’s numbers helped—or hurt—your career? Whether you’re new to finance or you just need a refresher, this go-to guide will give you the tools and confidence you need to master the fundamentals, as all good managers must. The HBR Guide to Finance Basics for Managers will help you: Learn the language of finance Compare your firm’s financials with rivals’ Shift your team’s focus from revenues to profits Assess your vulnerability to industry downturns Use financial data to defend budget requests Invest smartly through cost/benefit analysis

Understand Basic Business Finance: Flash

Understand Basic Business Finance: Flash
Author: Philip Ramsden
Publisher: John Murray
Total Pages: 71
Release: 2011-05-27
Genre: Business & Economics
ISBN: 1444141392

The books in this bite-sized new series contain no complicated techniques or tricky materials, making them ideal for the busy, the time-pressured or the merely curious Understand Basic Business Finance is a short, simple and to-the-point guide to the mysteries of financial reporting. In just 96 pages, the reader will gain a better understanding of the jargon, the methods used to prepare the numbers and what accountants actually do. Ideal for the busy, the time-pressured or the merely curious, Understand Basic Business Finance is a quick, no-effort way to understanding the concepts and principles of financial management.

Winning in Sales: The Essential Sales Playbook

Winning in Sales: The Essential Sales Playbook
Author: Richard Rovai
Publisher: Lulu.com
Total Pages: 158
Release: 2014-01-21
Genre: Business & Economics
ISBN: 1304826570

Traditionally sales training has focused on selling skills. This book is unlike most of its kind because it places its greatest emphasis on strategies and having a winning mindset. Effective strategies and a winning mindset go hand in hand with traditional selling skills. The strategies presented in this book seek to take a lot of the activities that salespeople already do and make them much more effective. This is also a tool for sales managers to support their sales teams.

Vault Career Guide to Sales & Trading

Vault Career Guide to Sales & Trading
Author: Gabriel Kim
Publisher: Vault Inc.
Total Pages: 149
Release: 2004
Genre: Business & Economics
ISBN: 1581312520

This guide includes step-by-step examples of how a trade is made on the trading floor, and Q & As with industry professionals of all levels.

The Salesperson Paradox

The Salesperson Paradox
Author: Douglas Vigliotti
Publisher:
Total Pages: 244
Release: 2018-01-11
Genre:
ISBN: 9781979614870

Are you a salesperson or entrepreneur? Would you like to provide solutions your customers can't resist? Douglas Vigliotti uses a unique but simple sales philosophy backed by twelve years of selling experience, and easy-to-understand examples to show you how to provide solutions your customers actually want. Yes, solutions your customers want to buy from you. He begs you to answer the pivotal question... Am I providing CRINGE solutions? Solutions customers will either buy, or "cringe" to say no to. Solutions that imprint you in the customers mind even in the absence of an initial sale. CRINGE solutions are not just products or services... They solve real problems. They provide loads of tangible and intangible value. They reduce social, emotional, and financial risk for the customer. They're overwhelming easy to understand, use, and implement. They acquire more customers, retain more customers, and tell better stories. The Salesperson Paradox will show you exactly how to create, position, and provide these solutions. It's a solution selling playbook packed with instantly implementable sales tools, guides, and frameworks. It's sales coaching aided by sales training. It's sales strategy backed by sales tactics. It's a lesson in sales psychology, ethical influence, and ultimately it will challenge you to ask yourself: Am I selling? Or, am I helping? -- 3 BIG Reasons The Salesperson Paradox is Different It leverages, embraces, and showcases the power of simplicity... It's easy to reproduce in your life and business. It's sticky. It keeps you engaged and interested. It's fun. It's fast paced and easily consumable. It's quick. It teaches you how to create solutions NOT sell products and services... It's essential - This is how customers (just like you and I) buy today. It's transferable - Doesn't matter what industry you're in - finance, healthcare, entrepreneurship, insurance, real estate, direct selling, business-to-business, or retail. It's actionable - Includes a FREE workbook with all frameworks, tools, and guides from the book. It's battle-tested, verified, and proven to work... Douglas has personally utilized every strategy, tactic, and tip in this book. Douglas has researched and studied the best in the world to certify every strategy, tactic, and tip in this book. Douglas has had a successful selling career spanning over twelve years, three industries, and two fortune 500 companies. Douglas had this to say about the book: "I wrote the book with one thing in mind - simplicity. I firmly believe simplicity is what resonates and aids reproducibility. And, I know salespeople and entrepreneurs are on the move. They're in a hurry. I tried to write a book that could be consumed on a cross-country plane flight, but had the power to stick for a lifetime. That's the book I would want to read."

The Financial Services Marketing Handbook

The Financial Services Marketing Handbook
Author: Evelyn Ehrlich
Publisher: John Wiley & Sons
Total Pages: 214
Release: 2012-04-03
Genre: Business & Economics
ISBN: 1118065719

The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities. Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions—segmentation, positioning, brand building, situational analyses, and tactical planning—as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox—from advertising and public relations to social media and mobile marketing. Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales Packed with new information on landing pages, email success factors, and smartphone apps Demonstrates how behavioral economics affect marketing strategy Case studies and charts are fully revised and updated The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets. The first edition has become an industry-standard reference book and The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals even more of the information they need to stretch value from each marketing dollar.

Naked Finance

Naked Finance
Author: David Meckin
Publisher: Nicholas Brealey
Total Pages: 243
Release: 2011-05-12
Genre: Business & Economics
ISBN: 1473644828

For most managers, the normal round of hectic schedules, tricky staff issues and impending deadlines are well within their management capabilities. It is the financial issues that give them headaches. Nobody has ever explained how to balance sales against costs, how to interpret financial reports, how to prepare a budget or even how to argue the case for the new equipment their department needs so badly. They have no idea why the company's share price keeps falling and certainly don't understand why this should result in layoffs. In fact, the whole issue of finance is a mystery. Successful management of the finances of a business requires an understanding of some key principles - and that is what NAKED FINANCE is all about. It strips away all the technical issues surrounding financial management and lays bare the principles needed to make sound financial decisions. Firstly, Meckin shows how to identify financial objectives so you know where you are going - explaining the importance of profit and cashflow, how to measure financial performance and which are the key figures to watch. He then outlines how to use financial information to understand what's going on around you, covering the format and content of financial statements and how they can be used to assess past trading performance. Finally he describes how to ensure financial control and create a financial plan so you can take control of where you are going, managing costs, sales, profit and cash flow and long-term projects. Purely and simply, NAKED FINANCE provides the skills necessary to manage a profitable business.