A Sales Effectiveness Program with Proven Results!
A Sales Effectiveness Program with Proven Results
Designed to help financial professionals:
Improve connections with understanding buyer psychology and behavioral economics.
Adapt selling style to maximize communication flexibility.
Obtain high quality favorable introductions with confidence.
Increase engagement and build stronger relationships through the art of questioning.
Deepen existing client relationships through strategic client management practices.
Integrate the habits and peak performance psychology of top performers.
Proven Results and Industry Recognition:
Over 40,000+ graduates across the globe.
25+% increases in productivity.
Recognized by Selling Power as one of the top sales training companies.
ROI Institute’s Top Case Studies of the Year.
Full Program
For those new to the business, our full program offers 10 modules of content for professionals in Affiliated and Multi-Line companies.
Modularized Program
Pick and choose the right modules for you to set your sales professionals up for success with the specific skills they need.
SkillSet powered by TS
his one-day course edition is for sales professionals with 5 years or less experience in the industry who want to sharpen skills to drive higher productivity.
Program Versions
QuickStart
This editions is for Financial Representatives just starting out, with less than one year in the business.
Professional
This edition is for Experienced Financial Representatives who have been in the business 1+ years.
MultiLine
This edition is for the Multiline Financial Representatives who need to pivot to the Life and Financial service products.
Learning Editions for Every Step in an Advisors Journey
We offer three proven learning editions for each stage of an Advisors journey. Each edition provides a powerful combination of tools and techniques to benefit your organization through an immersive, interactive learning system. These additions include Quick Start for new advisors, Professional for experienced advisors and Multiline for property and casualty agents.
Blended Learning
This editions is for Financial Representatives just starting out, with less than one year in the business.
Virtual Classroom
This edition is for Experienced Financial Representatives who have been in the business 1+ years.
Self-Study
This edition is for the Multiline Financial Representatives who need to pivot to the Life and Financial service products.
Flexible Delivery Models
Flexible delivery models to meet your needs for scalability, customization and execution including blended learning, virtual classroom, and self-study.
“We found Trustworthy Selling augmented and complemented much of the training we were already doing. We saw a 17% increase in overall production across both risk and investment products. The program’s focus on advisors understanding the psychology of buyers and the need to increase trust and decrease tension led to greater advisor competence and confidence.”
Dave Porter –
Managing Partner, Baystate Financial Services
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